Cathy Iconis

In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot? 

We are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you to the concept of client blocking. By blocking your time out by client, you could create more boundaries with your client and allow you to be more efficient in your practice.

Simply put – your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.

Simple communication could be the key to keeping your clients longer. Learn what I’ve discovered about communication and clients over my years in practice.

Join me behind the curtain for this raw episode of my own experience of pivoting my business. I was pivoting a huge part of my business. It was a scary time. I was unsure of everything. So, I picked up the microphone to share the reality with you.

We all get excited about new business leads and the possibility of the new engagement and how you can help out that business. But, don’t forget to take the time to see if that lead can actually afford you when reviewing their books.

Here is my inspiration for the concept of building a practice that is the best fit for YOU! It all started while attending a session at QuickBooks Connect several years ago…