Creating content that attracts your target advisory prospects
Implementing a strategic sales process
Getting your tech stack right
"A lot of accountants actually provide tax planning services for free, or relatively close to free without realizing it. They don't realize that it's a premium service and if they do realize it, they don't know how to convince their clients to pay for it. But clients will pay a lot of money for it."
Brandon Hall
Who is this playbook for?
Accountants and CPAs looking to learn how to:
Charge for advice you've been giving out for free
Build a 6-7 figure firm through strategic advisory offers
Onboard existing clients to new advisory offers
Get better at creating content that attracts prospects
"Our annual revenue is in the high 7 figures and advisory contributes about 35% to that at a 65% net margin. It took us a long time to figure it out but we got here because we got really good at 1) creating the scope of our offer 2) identifying who's a perfect client for it and how to bring those people into the firm 3) pricing."
Brandon Hall
About Brandon Hall
Brandon Hall is the Managing Partner at Hall CPA PLLC. A firm he founded in 2016 and has grown to a 7 figure firm.
Hall CPA PLLC, also known as The Real Estate CPA, is a boutique accounting and consulting firm with a sole focus on serving the needs of real estate investors and real estate business owners. They’ve worked with more than 600 clients to provide candid, intelligent counsel. They add value to the bottom line — and every line in between.
In addition to leading this unique firm, Brandon spearheads a number of their initiatives including the Tax Foundation Strategy Course, a FaceBook-based collaborative learning platform; co-hosts the firm’s weekly podcast, reaching more than 100,000 monthly listeners; and emcees the Tax and Legal Summit, an annual event bringing together more than 1,000 investor participants from around the country.
About Financial Cents
Financial Cents is a project management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
