Put the Right Processes Into Place
You can’t start from zero every time you have a new client or tackle a new project. But by automating your workflow, you can save yourself valuable time.
Price and Package Your Services
Instead of charging an hourly rate, consider packaging your services. A tiered flat-fee pricing model can create a lot more value for you and your clients.
Embrace More Collaborative Accounting
Collaborative accounting is a partnership between accounting firms and clients. It’s a win-win for your firm and your client—and it can be a fast track to sustainable growth.
Twyla Verhelst is the founder of the FreshBooks Accounting Partner Program and a Certified Professional Accountant (CPA) with more than 20 years of industry experience.
She previously co-owned and operated an accounting, bookkeeping, and advisory firm. She also co-founded a cash flow tech tool, empowering greater communication between accountants and their clients.