Cpascribo's Podcast

Episode 16 - How to Improve Your Book of Business

Informações:

Synopsis

Over time CPA firms naturally pick up undesirable clients. It's the Pareto Principle. 20% of your clients take 80% of your time (and yet, you may only receive, for example, less than 40% of your fees from these clients). Some clients take an inordinate amount of time and are difficult to deal with.  In this podcast I talk about three important factors in valuing your book of business: 1. Types of services 2. Payment history of clients 3. Realization Changing the composition of your client portfolio makes all the difference. Listen now to understand why. Then I provide suggestions for improving your book of business.