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AICPA & CIMA ENGAGE 2021


ENG2135 - ENG2135. How to Optimize Your Client Roster for Better Cash Flow


Jun 10, 2021 3:00pm ‐ Jun 10, 2021 3:50pm

Description

Many firms are working harder than ever, but aren't being fairly compensated for their knowledge and strategic work.

If you're charging for your time and labor, but feel like you're giving away your "expertise" for free, that could indicate your client roster is misaligned.

This session will cover exactly how you can optimize your client roster through better client management - landing and keeping the right clients while firing or reorganizing the rest.

Applying the strategies in this session will allow you to:

  • Significantly increase your cash flow by matching the right service level with the right clients.
  • Reveal how to simplify your workflows so you can stress less and focus your time on work that matters.

Learning Objectives:

1. Recognize exactly how to align your year-round workflow (including tax season) with less "busy-work" and more strategic planning, so you can significantly increase your revenue and cash flow.

2. Identify how to create & use one simple tool that will make your value clear to existing, and potential new clients, so you can immediately stand out from the competition.

3. Discuss and receive best-practice templates for how to disengage or reset your relationship with clients without alienating them or creating unnecessary friction.

4. Discover a simple client categorization method that will reveal how to prioritize your time with clients that are willing to pay for it.

Learning Objectives:
  • Recognize exactly how to align your year-round workflow (including tax season) with less "busy-work" and more strategic planning, so you can significantly increase your revenue and cash flow.
  • Identify how to create & use one simple tool that will make your value clear to existing, and potential new clients, so you can immediately stand out from the competition.
  • Discuss and receive best-practice templates for how to disengage or reset your relationship with clients without alienating them or creating unnecessary friction.
  • Discover a simple client categorization method that will reveal how to prioritize your time with clients that are willing to pay for it.

Speaker(s):

Tags: PST CPAFMA
Category: Concurrent Session (Onsite and Online)

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