Business Strategy for CPA's

Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses.    Rob talks about  What Profit First is and what it’s not How it helps business owners become better stewards of their cash The effect it has on the business owner’s profitability   Misconceptions and Objections Some CPAs will raise objections, asking if you can’t accomplish the same thing with a spreadsheet and percentages. Rob explains that it’s more than that: intentionally moving your cash and directing it to where you want to spend it changes the mindset of the business owner and puts them in charge of their money.    Rob’s Foncannon’s Niches Rob focuses on chiropractors and Financial Advisors. The chiropractors because they are open-minded and accept guidance, and the Financial Advisors because they too need cash flow advice and see it as a useful tool for their clients as well.  If you are curious about Profit First, Rob suggests starting with the book, Profit First, and implementing it in your own business to appreciate the effect it can have.  Connect with Rob: Website: https://foncannontax.com/ Website Mentions: https://profitfirstprofessionals.com/ Get the Book: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4   Free 5-day email course - Better Pricing Strategies for CPAs Get here   Upcoming training:  Value in Pricing: How to assess it, increase it, and get your clients to see it Thursday, February 18th, 12pm ET   https://shethinksbigcoaching.com/free-stuff/   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Work with Geraldine: https://shethinksbigcoaching.com/coaching-options  

Show Notes

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Today I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. 

 

Rob talks about 

  • What Profit First is and what it’s not
  • How it helps business owners become better stewards of their cash
  • The effect it has on the business owner’s profitability

 

Misconceptions and Objections

Some CPAs will raise objections, asking if you can’t accomplish the same thing with a spreadsheet and percentages. Rob explains that it’s more than that: intentionally moving your cash and directing it to where you want to spend it changes the mindset of the business owner and puts them in charge of their money. 

 

Rob’s Foncannon’s Niches

Rob focuses on chiropractors and Financial Advisors. The chiropractors because they are open-minded and accept guidance, and the Financial Advisors because they too need cash flow advice and see it as a useful tool for their clients as well. 

If you are curious about Profit First, Rob suggests starting with the book, Profit First, and implementing it in your own business to appreciate the effect it can have. 

Connect with Rob:

Website: https://foncannontax.com/

Website Mentions:

https://profitfirstprofessionals.com/

Get the Book:

https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4

 

Free 5-day email course - Better Pricing Strategies for CPAs

Get here

 

Upcoming training: 

Value in Pricing: How to assess it, increase it, and get your clients to see it

Thursday, February 18th, 12pm ET  

https://shethinksbigcoaching.com/free-stuff/

 

Schedule time with Geraldine:

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

 

Work with Geraldine:

https://shethinksbigcoaching.com/coaching-options

 


Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

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!