Generating high-quality inbound leads is crucial for sustainable growthĮnsuring a consistent lead flow is a must for accountants, as they can then focus on providing more value to their clients. With this approach, it becomes easier to fit clients in the packages, onboard and train them, eventually leading to improved efficiency, faster turnaround times, and better resource allocation. One way this can be done is by standardizing your packages and prices. Offering pricing with transparency, flexibility, and a client-centric approach can help bridge the gap between the perceived value and the fees charged. Ryan explains how he has experienced firms not charging appropriately for the work they deliver. It becomes very difficult to standardize all of that work.” The issue a lot of firms face is that they are servicing a very broad client base with a wide set of needs.
“It has tight deadlines and specialized knowledge that is required to produce high-quality work - otherwise there are risks of losing your clients.
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“A professional services business is a very hard business to scale,” says Ryan. Standardizing your packages is a powerful strategy for scaling your firm The two unpack the various results gained from doing so, which ranges from giving more value to your clients, to enabling you to excel in both your career and personal life.
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Watch the full video below where Ryan, with our very own Business Development Manager and Training Specialist, Ethan Spadino, discusses the process of scaling a firm and building a business model while also achieving a work-life balance. According to him, “It's easy to grow an accounting firm by sacrificing one’s personal life but when you scale, you add a top line to the business by streamlining the process and not adding extra working hours.” This is the reason why he has always focused on ‘scaling’ a business and not ‘growing’, as to him, it's not the same. Ryan started his career as a CPA, but his real passion has always been helping advance the accounting industry by creating a modern business model that serves accountants' lifestyles a lot better. Ryan Lazanis, a Certified Public Accountants (CPA) and the founder of Future Firm has helped many accountants scale their firm through standardizing their services.
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