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Systematize Your Accounting Firm to Deliver High-Value CFO Services

Systematize Your Accounting Firm to Deliver High-Value CFO Services

Specialty: Accounting
Size: Medium & Large Firms
Annual Revenue: $1M – $10M+

To hit another gear in the growth of your mid-sized or large accounting firm, you’ve got to clearly define your vision, mission and values, and build a culture of team members who are competent, capable and able to deliver value to clients even in your absence. You have to shift from being an operator to being an owner.

Manage All Client-Side Requests, See Outstanding Submissions and Collect Payments on Your Terms With Corvee Software

Knowing where your accounting clients are at financially, and how your staff are handling them, are very important. Corvee will help ensure your staff and managers have every client request they need to do their work, and that payment has been received upfront and in full.

Hold Accounting Staff & Managers Accountable via an Executive Dashboard

Use this reporting to see the statuses of all client accounts, their requested and received client engagement letters, questionnaires, files and payment statuses. You can hold your staff and managers accountable to deadlines knowing that they’ve received everything they need to do their work.

Hold Accounting Staff & Managers Accountable via an Executive Dashboard

Use this reporting to see the statuses of all client accounts, their requested and received client engagement letters, questionnaires, files and payment statuses. You can hold your staff and managers accountable to deadlines knowing that they’ve received everything they need to do their work.

Hold Accounting Staff & Managers Accountable via an Executive Dashboard
Keep Track of All Clients Payments, Billing and Active Accounts With Ease

Keep Track of All Clients Payments, Billing and Active Accounts With Ease

Corvee Client Payments gives you complete flexibility in the way you bill your clients, and also allows you to get a bird’s-eye view of their payment statuses. Recurring payments, one-time and custom payment dates are all possible.

Integrate Your Apps
to Put It All Together

Medium and large accounting firms have dozens of software tools. Corvee allows you to integrate more than 1,000 apps and systematize your firm for operational efficiency.

Master How to Generate Appointments With Large Businesses, Train Salespersons and Build a Professional Team With Corvee Growth & Development Programs

You’re finally at the point where you can stop being an accountant and transition into being a business owner. You’ve got enough money and resources to hire great people and build an incredible medium or large accounting firm. But the challenges you face are greater than just money. We’ve got to build a firm where great people want to work, figure out how to deliver better service without your involvement and get clients to pay higher prices even though they’re working directly with staff. Our 12-month growth and development programs include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.

Master How to Generate Appointments With Large Businesses, Train Salespersons and Build a Professional Team With Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Medium and Large Firm Clients
Read Our Methodology Memo for how we calculate these numbers

Build a Vision, Mission, & Values

Build a Vision, Mission, & Values

Do you know where you’re going? Does your team? What about your clients? Getting your team members to run your business so you can step back means creating a mission, vision and values they believe in, while painting a picture of the career opportunities that await them when you accomplish all these goals together.

Design the Client Journey to Maximize Lifetime Value Per Client

Getting your first million in sales, done. Maybe a long time ago. But to get to $10 million, or $50 million? Entirely different types of clients, services, pricing, packaging and delivery will be needed. We’ll help you redesign the client experience to provide maximum value through CFO services which allow you to capture a portion of that value for yourself and increase prices, while maintaining profitability and light delivery.

Design the Client Journey to Maximize Lifetime Value Per Client
Recruit, Retain, & Develop Great Talent With a Performance Culture

Recruit, Retain, & Develop Great Talent With a Performance Culture

Getting great team members is an investment with an ROI. But an investment is still involved. Recruiters, recruiting, job ads, interview processes, offer letters, competitive compensation, cultural assessments, expectations of new hires and performance reviews are a few of the many things you will need to build a performance culture where people are talented, willing, able and excited to see your mission through.

Offer Tax-Advantaged Wealth Management to Your Clients & Create a Passive Revenue Stream With Corvee Advisors

Your clients are paying tens, and in some cases, hundreds of thousands of dollars per year. And while you’re not expected to have every answer, you will be expected to be able to find an answer to some of the most complex and technical questions. We’ll help you build a network with partners that will help you get the right answers, fast.

Get the Right Answer to Technical Questions Fast

While you may not be offering taxes, tax planning, investments or insurance, your clients need all of those services. And constantly referring them out threatens your ability to retain them. We’ll help you build partnerships and a network of advisors who can help your clients, with you as the quarterback.

Get the Right Answer to Technical Questions Fast
Teach Your Team How to Identify Each Client's Needs

Teach Your Team How to Identify Each Client’s Needs

Staff, managers and leaders in your organization are the ones interfacing with clients. Soon, if not already, you won’t even know your clients’ names. These team members need to be trained to identify opportunities to provide clients value, in order to improve the client experience and retain them for the long term.

Create a Passive Revenue Stream to Expand Lifetime Value and Profit Margins

You can share in the fees for tax planning, as well as  investment advisory fees (1% assets under management) in some states, even if you’re not licensed. This allows you to create a passive revenue stream while providing value to clients. These revenue streams will be a moderate percentage of sales but a massive percentage of profit.

Create a Passive Revenue Stream to Expand Lifetime Value and Profit Margins

More to Explore for Medium and Large Accounting Firms

As your medium or large accounting firm gets bigger and bigger, you will face more challenges. Not only that, the challenges will be more complex. We’ve worked with hundreds of firms exactly where you are today and learned what you need to do to overcome challenges at every corner.

Chief Financial Officer

Chief Financial Officer

Every single one of your clients needs to be assessed and offered CFO services. Your team should be trained to identify, price, package, pitch, close, onboard and deliver, even if you never have a call with a client again.

Financial Coaching

Financial Coaching

For clients who don’t fit the core client base of the firm and aren’t able to pay $10,000–$20,000 per month, we can offer them training as a financial coach until they grow their business to the point of being ready for an outsourced chief financial officer.

Client Acquisition

Client Acquisition

Every single day, you need to get a report of how many leads your firm has received. Additionally, you need a report of the number of appointments and qualified sales opportunities that have been generated from your marketing activities. This marketing should take place across LinkedIn, email newsletters, direct outreach, existing clients and your website.

Pricing Your Services

Pricing Your Services

You need to review your client list with your team every single week and determine which clients you’re going to upsell, repackage your services for, renegotiate fees, add commissionable services to or transition out of the firm. You also need to develop pricing policies that new clients have to meet to ensure your capacity is maximized and profitability ensured.

Profitability Assessment

Profitability Assessment

As you grow, you will continue to make new investments in staff, recruiters, technology, coaching, office space, equipment and more. But as you grow your revenue, you need to be maintaining 50%+ net profit margins on a cash basis. If you’re not, we will perform a profitability assessment and a plan to increase the margins of your medium or large accounting firm while continuing to grow revenues.

Managing Your Time

Managing Your Time

Any hour when you are working with your team or working with clients needs to be leveraged. Are you teaching others processes they can duplicate? Are you mentoring them? Is your guidance being recorded? If you properly leverage your time, you can cut your schedule down to work fewer hours than you ever have, while your firm continues to grow.

Hiring a Salesperson

Hiring a
Salesperson

Once you’ve mastered the pricing, packaging and sales process, we’ll help you hire and train a new sales representative. We’ll arm them with training, great compensation and incentives, pricing policies and a 150+ slide education-based sales presentation to onboard high-paying CFO clients without you ever having to speak with these clients yourself.

Building Your
Marketing Team

Building Your
Marketing Team

As you continue to scale, you will need to constantly generate a pipeline of new leads and opportunities for your sales team. In order to have strong funnels which constantly bring in new opportunities, it’s important to build out an in-house marketing team to review, refine and develop new channels of sales opportunities. We will help you identify the key positions needed within your marketing department and the steps to take to scale this team.

Hiring Accounting
Managers

Hiring Accounting
Managers

At this point, you will need to start bringing multiple accounting managers into your firm. With a strong team of accounting managers, you begin to transform from the operator into the owner, helping to develop the accounting managers into a strong leadership team focused on building and growing the practice. We’ll help you identify, recruit, retain and develop this core leadership team as you continue to build your practice successfully.

Our Clients Say It Best

Hear from other medium and large accounting firm owners who have taken their firms to new heights with Corvee.


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AccountingTax.com by Andrew Argue is now Corvee