Thu, 12 October 2017
Co-founder of Business Success Consulting Group, started off as a teacher actually. After finding her love for helping small-to-medium-sized business owners grow their business, she dove headfirst into consulting.
For years she learned as VP at a consulting company. Then, when she was ready, in 2011 she hung out her shingle co-founding Business Success Consulting Group.
Where she really focuses on inside a business is the processes and management systems of the business. This means she's looking at every process in your business from soup-to-nuts. That's whether we're talking about: business development, tax return workflow, efficiency of staff, growing pains, etc.
Thu, 5 October 2017
In this special episode of the Growing Your Firm Podcast, I discuss:
Why Having Steps to Properly Onboard New Clients is as Critical Than Ever
I hammered home in Part I of this special series that before you begin scouring the city for new clients, you must have processes in place for efficiency purposes. Nothing cripples the growth of an accounting firm more than faulty processes.
Remember, the worst your process is, the less clients you can take, the more staff you must hire. Loss of revenues, increase in cost. That’s not what we’re looking for. In Part I, I gave some tips to nail down your processes and really open up the floodgates to productivity.
Now, when you’re changing up your processes and (now) onboarding new clients, it’s easiest to do test runs on new prospects. The reason is simple. These new clients don’t know how you work, so you’re not changing anything up for them.
The key we do this is because: we don’t want to bring in new clients into a broken system.
The right processes saves a lot of time and money. One of my past guests, Stacy Kildal, was able to trim down her entire client thanks to the right processes mixed with a seamless onboarding experience.
Now, she has a waitlist to work with her!
She also finds clients are willing to pay more for her services.
Learn more at: