The Best Way to Get Accounting Advisory Clients
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If you’re new here, I’m Tyler S. Clark — co-founder of Dream Firms where we give entrepreneurial accountants the proven playbook to grow a hyper-profitable accounting firm with all the support they could ever need.
But since anyone on YouTube can claim anything, here’s why I’ve earned the right to talk about the accounting profession:
Legacy Roots: My grandfather built a $10M accounting firm (today’s dollars) in the 60s using sales and marketing when it was still “illegal” for CPAs. My grandmother promptly lost it all at the slots in Atlantic City.
Family Business: My dad carried the torch, scaled and sold his own accounting firm, then launched New Clients Inc. (NCI), which generated over $1B in revenues for accountants nationwide.
My Path: I started my career as a growth consultant for accountants at NCI, then co-founded and scaled my accounting firm adding $100K/yr to it. Sold that firm and built an advisory firm to $1M cash collected in 18 months on a part-time effort.
Today, Dream Firms has delivered 100K+ CPE credits by training accounting professionals on the tactics that created the success above and works with a select number of firms each year to implement those tactics with them: adding $100K+/yr in new profitable client engagements, to as high as $1.2M in 6 months for one accounting advisory firm.
To all the entrepreneurial accountants forging their own path despite the overwhelming self-doubt...
The most important step is always the next one.
Keep at it, don't stop learning and you will get there.
And never forget...
Only you can create your dream firm, but we help you every step of the way.
Tyler
***** Discover the secrets to securing advisory-level clients as the video delves into strategies and insights necessary to attract high-value clients in the accounting advisory space.
Explore the journey of navigating the world of high-ticket, high-value clients through personal experiences and actionable advice. Join in as the compelling narrative showcases the power of being immersed in environments where individuals are eager to invest in expertise. Learn why surrounding oneself with like-minded professionals who value specialized knowledge is key to attracting advisory clients.
Gain valuable insights into the importance of investing in oneself and participating in masterminds and communities tailored to the target market. Explore the benefits of sharing expertise, networking, and presenting in front of potential clients who recognize the value of advisory services.
Ready to take the accounting advisory practice to the next level and attract high-paying clients? The video uncovers the best strategies for positioning oneself as an expert in the field and attracting clients who value expertise and are willing to invest in services.
Don't miss out on this opportunity to learn the proven methods for acquiring accounting advisory clients. Watch now and start the journey towards success in the world of high-value accounting advisory services.
For more hands-on guidance to grow your accounting firm, join the Create Your Dream Firm Program here: https://dreamfirms.co/cydf-applicatio...
00:00 - Introduction
01:53 - Tech setup and introduction
02:47 - Livestream preparations
03:59 - Announcement about online event
04:46 - Introduction to Dream Firm Spotlight
05:45 - Storytime: The importance of high-value advisory clients
07:45 - Creating a feeding frenzy
09:41 - The best way to get advisory clients
12:26 - Tips for success in masterminds
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The Proactive Accountants FB Group: / theproactiveaccountants