You have been working with this client for over ten years. At first glance, she seemed to fit your Ideal Client Profile (ICP) perfectly. She is in her mid-fifties. Single. No children. Bright. Capable. Independent. A few years ago, she decided she was ready to retire. Naturally, you ran [...]
Networking for CPAs doesn’t have to feel awkward, salesy, or like you’re working the room with a stack of business cards. In fact, the best networking usually feels more like a great conversation than a pitch. You show up, you connect, you learn about people, and before you know [...]
If you’ve ever found yourself pouring endless time and energy into relationships that drain more than they deliver, you know the importance of identifying your A-level clients. Too often, client evaluations rely solely on revenue numbers or personal impressions. The reality is that the best clients consistently reflect both [...]
