7 Ways Accountants Can Add $10,000+ A Month
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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
Chapters:
00:00 - 00:48: Overview
00:48 - 01:54: The Power of a True Fractional CFO Engagement
01:54 - 02:58: Leveraging Tax Planning for Monthly Revenue
02:58 - 04:35: Monetizing Existing Business Relationships
04:35 - 06:56: Expanding Your Reach within Your Network
06:56 - 08:54: Partnering with Financial Planning Firms
08:54 - 11:52: Reaching Out to New Prospects Strategically
11:52 - 15:32: Embracing Tax Filing Services as a Revenue Stream
15:32 - 19:57 Review