Business Strategy for CPA's

Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators.  While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of money in their business, so they can make strategic decisions with their cash. Her work has helped dozens of clients go from running a money-hungry business to a predictably profitable enterprise, by simply following her profit-centered framework.  When she’s not running scenarios for her clients’ Facebook Ad Spends, she can be found playing pickleball or hiking in the gorgeous red rocks of southern Utah with her family.  I wanted to have Emily on the podcast because her business model is unique in that she did not pass GO, she did not collect $200, she went directly to Advisory Services.  Her perspective on what her clients need when it comes to money is well outside the box, and I think it will be interesting for you to hear from someone who was never tethered to traditional accounting. So many things stuck out to me, it’s hard to pick just one. The top 3 are: How niching down takes the pressure off What her clients need most from her is advising and forecasting That charging more is actually good for my clients. Each of these is counter-intuitive and can be a difficult mental transition for people to make.  If you want help establishing the value of and shifting the services you offer to increase their value, and you're looking for the courage to raise your rates, I can help you make these changes in your accounting practice.  Episode mentioned: 053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson   Connect with Emily: Website: http://emilysandberg.net   Upcoming training:  PLAYING SUPERHERO Stop being all things to all people: How to narrow your niche the easy way Thursday, September 24, 12pm ET   GIVE UP CALCULATING $ PER HOUR Break free of this arbitrary metric: there is a better way Thursday, October 22, 12pm ET   Download the ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Work with Geraldine: https://shethinksbigcoaching.com/work-with-me/

Show Notes

Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. 

While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of money in their business, so they can make strategic decisions with their cash. Her work has helped dozens of clients go from running a money-hungry business to a predictably profitable enterprise, by simply following her profit-centered framework. 

When she’s not running scenarios for her clients’ Facebook Ad Spends, she can be found playing pickleball or hiking in the gorgeous red rocks of southern Utah with her family. 

I wanted to have Emily on the podcast because her business model is unique in that she did not pass GO, she did not collect $200, she went directly to Advisory Services. 

Her perspective on what her clients need when it comes to money is well outside the box, and I think it will be interesting for you to hear from someone who was never tethered to traditional accounting.

So many things stuck out to me, it’s hard to pick just one. The top 3 are:

  • How niching down takes the pressure off
  • What her clients need most from her is advising and forecasting
  • That charging more is actually good for my clients.

Each of these is counter-intuitive and can be a difficult mental transition for people to make. 

If you want help establishing the value of and shifting the services you offer to increase their value, and you're looking for the courage to raise your rates, I can help you make these changes in your accounting practice. 

Episode mentioned:

053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson

 

Connect with Emily:

Website: http://emilysandberg.net

 

Upcoming training: 

PLAYING SUPERHERO

Stop being all things to all people: How to narrow your niche the easy way

Thursday, September 24, 12pm ET

 

GIVE UP CALCULATING $ PER HOUR

Break free of this arbitrary metric: there is a better way

Thursday, October 22, 12pm ET

 

Download the ebook “6 Simple Steps to Double Your Revenue”

https://shethinksbigcoaching.com/download-double-your-revenue

 

Schedule time with Geraldine:

https://calendly.com/geraldinecarter/15min

 

Work with Geraldine:

https://shethinksbigcoaching.com/work-with-me/

What is Business Strategy for CPA's?

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!