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As the owner of a CPA firm, what is the key to finding my ideal client?

Who is your favorite client?

It’s OK to admit it. We all have our favorite clients. There’s nothing wrong with that.

Now, just for a minute, picture your favorite client.

Then, imagine what it would be like if every client was just like your favorite client.

Wouldn’t that be amazing?

Work would be more fun. Your employees would be happier. You’d all be more productive. Every aspect of your business would run more smoothly.

Tom, how do I get more clients like that?

Go back to Accounting 101. Take out a piece of paper and start by analyzing your current clients. What makes a client great? What makes a client not-so-great? List them like journal entries — debits on the left and credits on the right.

When you’re done, you’ll have a clear picture of what you’re looking for in an ideal client. Use that clarity to focus your client outreach and prospecting to land more of the clients you’ll love.

You deserve work that’s fun. It’s time to make it happen.

By joining TFW Advisors®, you can get better clients, a better practice, and a better life. Want to find out more? Book a call with our team today!