Future-proof | A Podcast For Tomorrow's Accounting & Finance Pros

When I initially sat down with Michelle Golden River, Growth & Profitability Strategist and Founder of Fore, LLC, we planned to discuss advanced pricing and where the profession stands today. We began by talking about how CPA firms can switch from a time based billing model to pricing work in advance. However, the discussion evolved into a conversation about relationships. Advanced pricing comes down to value - what value are you delivering to clients and what is that worth? To know that, you need to know your clients. To know your clients, you have to talk to them and build relationships. Joey Havens, Managing Partner of Strategic Growth at Horne, dug deep into this concept with his blog post "What if I Really Am a Trusted Advisor?". In this post, Joey asks is that really what we should be aiming for? He ran his team through an exercise of what their current client experience was like vs. what the team wanted it to be, "We needed a litmus test to help understand our present reality around client relation