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Discovering Your Ideal Client While Building Your Ideal Firm
Business Management and Organization

DISCOVERING YOUR IDEAL CLIENT WHILE BUILDING YOUR IDEAL FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Course Description

The world changed pretty dramatically not too long ago, and your firm strategy may have changed with it. But did your needs change more than your firm changed? This webinar will demonstrate how to build your firm to fit your needs and bring in the right clients.

During this webinar, Kelly Gonsalves will give some real-life examples of how she was able to transform her firm's client base—transforming her firm for the better.

As a firm owner, you can sometimes forget that you're also a business owner and you get to make the rules. Stop taking on clients you don't actually want to work with and in doing so bring in clients that better fit you and your goals.
 
Learning Objectives:


  • Identify your ideal client

  • Recognize how to stop offering services you hate

  • Determine how to set your firm up so that it's ideal for you

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kelly Gonsalves

Totally Booked
Founder
[email protected]
(718) 218-4941

Totally booked full logo

Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.

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Richard Roppa

Quasar Cowboy Consulting
Founder
[email protected]
(832) 891-4463

Quasarcowboy

Richard Roppa-Roberts is the Founder of Roundtable Labs and Quasar Cowboy and is affectionately known as the ProAdvisor’s Advisor.

Richard offers executive and strategic coaching and business insights, guidance, and systems for accounting professionals. In addition, he is an experienced facilitator, conference speaker, and author at Firm of the Future and CPA Practice Advisor.

He was named by Accounting Today as "One to Watch“ in the Top 100 Most Influential People in Accounting issue, November 2019.

About Our Sponsor

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Veem is an all-in-one AP/AR solution that offers the next generation of financial tools to accountants and bookkeepers that simplifies processes and helps their business grow. Manage your client's domestic and international payments in a solution that uses your accounting platform as the source of truth. For nearly a decade, Veem is trusted by more than 500,000 businesses in over 110 countries to send and receive money globally. Veem is licensed and regulated in each country and state it serves.