Are Your Clients Helping or Hurting Your Firm?
Update: 2025-03-06
Description
Most accounting firms make a critical mistake—they don’t regularly review their client base for profitability. The result? Wasted time, underpriced services, and clients that drain your resources instead of fueling your firm’s growth.
In this episode of 7 Figure Accountant Tactics, we reveal a proven client review strategy that top firms use to scale smarter. You'll learn:
- The three-bucket system for sorting clients into ideal, potential, and non-ideal categories
- Why revenue per client is a vanity metric, and average hourly rate is the real measure of profitability
- How to increase revenue without taking on new clients—just by optimizing your existing book
- The steps to confidently let go of legacy clients who no longer fit your firm
If you’ve been feeling stuck serving the wrong clients or underpricing your work, this episode is packed with actionable insights to help you scale your firm the right way.
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