Do clients who pay you the least suck up most of your time?
Learn to focus on your best clients instead.
In Find Your Top Clients, you will identify your best clients, so that you can find more just like them, while increasing the value you provide, raising your rates, and building more powerful service offerings.
In this online course, you will:
Identify which clients are best for your business
Know which clients you enjoy working with and who get great results
Stop tolerating the late-payers who don't appreciate what you do for them - they drag your business down
Uncover valuable work you could be doing for your clients, and learn to package and sell it
At the end of this course, you will know exactly who you want to be working with and how to offer them high-value Advisory Services.
Hi, my name is Geraldine Carter.
Let me help you create an accounting practice that works for you.
I am dedicated to helping solo CPAs and small firms work with clients they love, do work that lights them up, and help their business-owning clients thrive.
Dozens of CPAs have worked with me to help them re-imagine what today's firm can look like.
We keep it legal, but we break #alltherules – no more of your father's traditional accounting practice.
Knowing who your top clients are and focusing on their industry is essential to improving your tax practice.
The key is to find an industry (or profession) you enjoy learning about, and focus on learning everything you can about it – what about its business model is broken, what are the business owners' most common challenges, how you can help them increase profits and save them time.
In the end, that's what most business owners want. More money, more free time.
It's simple. And once you see how simple it is, you will kick yourself for not having seen it before, and having been a generalist for so long.
It's time to focus your attention on getting great results for your best clients, and this course does exactly that.
In Find Your Top Clients, you will learn how to isolate your niche, deepen your understanding of it, and identify your top clients' most pressing challenges so that you can get them big results without having to wait for their QuickBooks file to get cleaned up.
- Introduction (2:36)
- Who are your top clients now? (14:00)
- What problems do your Top Clients have? (26:18)
- What services would solve their problems? (19:11)
- Where do your Top Clients gather? (17:13)
- How to attract your Top Clients once you find them (12:01)
- What to do with your Bottom Clients (10:08)
My Honest Disclaimer:
Hi. Geraldine here. I want to make sure you understand this is not a get rich quick scheme. Many of my clients get great results; your results will vary. My clients work hard and make courageous steps. Everyone makes their own choices, and this product will not guarantee your success. This offering is an education tool. Always remember that running a business involves risk. Some decisions lead to success, and some lead to setbacks. Any testimonials are real and valid, but are not guarantees you will obtain the same results.