6 Little-Known Strategies That Can Help You Make Serious Profits in Your Firm While Working Less!

6 Little-Known Strategies That Can Help You Make Serious Profits in Your Firm While Working Less!

I recently received an email from a concerned accountant who said he found himself juggling multiple competing and very lucrative opportunities, but couldn’t capitalize on them because he felt overcommitted. He was looking for a way to systematize the accounting and tax work in his firm so that he could focus on doing all these extra projects.

He had a great list of opportunities but no real strategy in place to bring them all to fruition.?

Sound familiar?

This is what he told me…

“I want to hire two managers and four staff and have them run the firm. I want the firm to run on processes and systems that make the compliance service more straightforward. I want the firm to focus on tax planning and business advisory services and have metrics and KPIs that reward the employees for their work and keep them hungry to succeed. I want to focus on the current CFO engagement but not leave my other clients high and dry.”

I told him there is a great way to get the ball rolling, and the specifics that you just spelled out to me are what I specialize in.

Here are 6 Little-Known (or Practiced) Strategies that can help you do more while working less:

  1. Discover Your “Why.” It may sound trite but eventually you will have to make tough choices.
  2. Get Your Mind Right. Change is Hard. Nothing Big is going to happen unless your mind is changed.
  3. Now You Can Set Those BHAGS! Map out the future and make it YOUR future.
  4. Brass Tacks of Pricing: Discover how to raise revenue by 25% while reducing your workload by 25%.
  5. Provide REAL Advisory Services. There are 8 services that all business owner clients want from You.?
  6. Teach Others to Run Your Business. It is a business right? Isn’t it time to quit practicing?

It’s important to build a good foundation of understanding what you really want. Then, take inventory of opportunities by creating a plan and a custom strategy to accomplish your goals.

Oh, did I mention strategic growth advisory and the preparation of business owners for the eventual exit from their business. Planning around that event needs to start years before the actual event.

If I can answer any questions you may have about strategy, let me know. I would love to discuss how I can help your firm.

You can reach me at (681) 260-0057 or [email protected].


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