The best clients to get are the ones you already have. If you are tired of losing them while constantly chasing new ones, you may be making serious marketing problems that must be urgently addressed. Michelle Weinstein sits down with Christian Jones, CEO of TaxProMarketer, who delves into the things that cause revenue bleeding and undermine your firm's growth. Discover the crucial difference between marketing and advertising, how to achieve an acceptable churn rate, and how to create a great website that people can easily find online. Stop leaving thousands of dollars on the table and start commanding your business value with confidence.

Ready to stop selling yourself short and start commanding your true value? Many firm owners with incredible technical skills are stuck on the hamster wheel, terrified to raise their fees or caving in on price—but change is possible, even after 30 years in the game. Listen in on this powerful case study with client Tony Frezza, an EA and Certified Financial Planner and founder of ATI Professional Services, who shares the jaw-dropping results of shifting his mindset and implementing a system: cutting over 300 clients, collecting a massive $40,000 in AR, maintaining his total revenue, and finally establishing boundaries to reclaim his time for travel and family. If you're ready to stop trading hours for dollars and start growing your firm on your terms, this episode is a must-listen to see what's truly possible.

Client experience must be provided in the most convenient and fulfilling way, not only for clients themselves but also for the business owner. For our New Year episode, Michelle Weinstein sits down with QuickBooks wizard Debra Kilsheimer, who shares how they created a Disney-like customer service. She explains how she treats accountants and bookkeepers with utmost respect and closeness as she helps turn their goals into reality. Debra also talks about achieving millions in revenue even with just a "two-and-a-half" team and how she set prices for her subscriptions while considering the real-life circumstances of her clients.