089 [Coaching] How to Attract More of the Right Clients, with Annette Bevers, CPA - a podcast by Geraldine Carter

Today’s guest is Annette Bevers, a solo CPA based in northern California. 

I wanted to have Annette on because she has many of the classic challenges that CPAs face when they say yes to most types of work that arrive at their door. 

She has a mish-mash of clients, whose needs vary, which makes it hard to have consistent processes, which means work takes up a lot of time, leaving little to think about growing strategically. She’s bogged down in work and not using her full potential. 

What stood out to me in this episode is just how easy it is to stay caught in the tangle of questions you ask yourself when trying to break free of the traditional model. 

Fortunately, the path out is straight-forward, and it works. Interviewing top clients, shedding 20% of your client base and committing to using that time to grow, and raising your prices are 3 key pieces. 

But it’s hard to walk through this fog alone. 

If you want to know what the simple steps are to grow your business, go grab a copy of my e-book, where I walk you through the 6 steps. 

Download ebook “6 Simple Steps to Double Your Revenue”

https://shethinksbigcoaching.com/download-double-your-revenue

 

Connect with Annette:

Website: https://beverscpa.com/

Work with Geraldine:

Strategy Session https://shethinksbigcoaching.com/strategy-session/

1:1 Coaching https://shethinksbigcoaching.com/business-coaching/

VIP Day https://shethinksbigcoaching.com/vip-day/

Further episodes of Business Strategy for CPA's

Further podcasts by Geraldine Carter

Website of Geraldine Carter