Growing a CPA Firm has changed.
So should your strategy.
You have a lot on your plate as CPA firm owner. With new ways to grow your business popping up every day, what do you implement that won’t waste your time or money?
A lot of CPA business consultants, courses, or training only focus on either saving you time or saving you money. Rarely do they do both.
That’s why we at Brightline Strategies are proud to present our Accountant Revenue Accelerator. Our 4 Step System guarantees at least a 25% increase in monthly revenue by plugging into your existing business.
We will help you expand, implement new services to make more, and make sure your home in time to have a life.
Learn more below.
OUR CLEAR CUT GUARANTEE
We guarantee to make you back at MINIMUM the entire cost of the investment.
If not… we will consult with you for free until achieving that goal!*
Are you and your CPA firm currently in any of these scenarios?
NOT PROFITABLE?
You have loads of business clients but your profitability doesn’t seem to increase per client.
NOT ADDING VALUE?
You know you can offer your clients more value but don’t know how to let them know.
JUST HERE FOR TAX SEASON?
You rely completely on tax season or low fee clients for your income and have cash flow problems outside tax season.
UNDERPAID?
Your clients are underpaying you and under valuing your services.
MANUAL WORK GOT YOU DOWN?
You are still manually onboarding clients and have no automated onboarding process.
WANT HIGHER TICKET CLIENTS ?
You want advisory and higher ticket work to make up 50%-80% of your monthly revenue.
WANT TO INVEST IN COACHING?
You are willing to invest in coaching and mentorship knowing it will be more than a few hundred dollars (But totally worth it !!)
LOOKING TO RETIRE?
You are looking to sell the business soon and want to leave it in tip top shape plus also get a good selling price.
The Six Interlox Method ™
Ok, But How Do You Actually Fix These Problems?
PROBLEMS:
1. Undercharging for your services, not sure how to price your services to grow and be profitable.
2. Individual tax preparation is not profitable and a huge headache for the Owner(s).
3. Unsure how to offer and provide high ticket services to clients such as advisory.
4. You are the bottleneck in the business, key person dependency, high staff turnover and low staff morale
5. No solid exit plan with actionable steps to achieve your desired outcome.
SOLUTIONS:
1. Develop systematic fee review and proposal systems to charge correctly and increase profits.
2. Offer tax preparation services for your business owner clients only.
3. Develop scalable model to provide and get clients onto high ticket services such as CFO and tax planning.
4. Build superb systems that can be operated by ordinary employees and remove yourself from the business.
5. Create and implement a plan to have a business that you can sell or it can run itself.
Great, but…How Does This 4 Step System Increase Annual Revenue by 25% ?
Let's Systemize Your Onboarding Process
- Create systems to automate onboarding
- Collect documents and everything you need
- Reduce time spent on follow up in onboarding
Improve Offering To Qualifying Clients
- Create/add new offerings
- Identify qualifying clients
- Offer no brainer solutions to them
Navigate Clients Through New Offering
- Create systems to automate onboarding
- Collect documents and everything you need
- Reduce time spent on follow up in onboarding
Extra Effort To Get The Referrals Coming In
- Go the extra mile with clients
- Show them you are one of a kind
- Improve referal rate with high ticket clients
MESSAGE FROM CEO
You are the holder of every single piece of powerful financial and business information that could possibly exist about a business owner’s company and life. It’s all in your hands, and yours to leverage.
So why is it, then, that the value of the CPA is becoming increasingly marginalized by technology, and CPAs are forced to have more clients than manageable just to make a living? Why, despite all the powerful knowledge a CPA possesses, aren’t they regarded as the most trusted source of business advice?
That’s where we come in. At Brightline Strategies, we transform the perception of you and your firm in the eyes of your business owner clients from a run-of-the-mill, paper-pushing CPA who knows how to count money to the highest source of wisdom about how to make money. (or about making money)
You can do even more. The more value you provide, the more you can increase client satisfaction, improve client retention, enhance profitability, and grow your firm.
