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Build the CFO Firm Your Clients Need

Build the CFO Firm Your Clients Need

Specialty: Accounting
Size: Small Firm
Annual Revenue: $250K – $1M

You have a few people on your team and a handful of clients. But what are the steps to build an efficient, systematized engine that delivers monthly accounting and CFO engagements at scale, without all of the burden resting on your shoulders? We’ll walk you through the technology, tools, training and partnerships required to turn your small accounting firm into a large organization.

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Keep Track of Every Agreement, File, Questionnaire & Payment Request From Clients in One Place With Corvee Software

You’re at the point where you need to design your systems to support the client experience from start to finish. Use our software to keep track of the most important things for your small accounting firm: your clients, requests and client payments.

One Centralized Hub for Client Files & Requests

Use our secure portal to request and receive all agreements, engagement letters, questionnaires, and file requests so you can see what’s needed from each client, what’s outstanding and what’s been received.

One Centralized Hub for Client Files & Requests

Use our secure portal to request and receive all agreements, engagement letters, questionnaires, and file requests so you can see what’s needed from each client what’s outstanding, and what’s been received.

One Centralized Hub for Client Files & Requests
Track Client Payments & Eliminate Outstanding Receivables

Track Client Payments & Eliminate Outstanding Receivables

When you’re a small accounting firm, you need to be charging up front, in full, before the month begins. Corvee Client Payments allows you full control over when you charge your clients ACH and credit cards so you’ll never have to chase invoices ever again.

Dashboard to See Status of
Requests by Client and by Staff

Never hear the words “I can’t because the client didn’t send it” ever again. Corvee Client Collaboration holds staff and clients accountable with requests, reminders, and an executive dashboard to see where the information needed to do the work stands at all times.

Dashboard to See Status of Requests by Client and by Staff
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Target High Paying Clients for Monthly Recurring CFO Engagements With Corvee Growth & Development Programs

You’ve done a great job yourself and with a few team members, but to grow to over $1M in annual revenue while maintaining profit margins, you have to make the transition from being a great accountant, to becoming a real business owner.

Target High Paying Clients for Monthly Recurring CFO Engagements With Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Small Firm Clients

Read Our Methodology Memo for how we calculate these numbers

Systematize Marketing to Get a New High-paying Client Every Single Week With Predictability

Systematize Marketing to Get a New High-Paying Client Every Single Week With Predictability

When you’re offering accounting and CFO services, you need to work with small business owners that are doing at least $500,000 in annual revenue to be able to afford your fees and value your services. Use LinkedIn marketing, daily email newsletters and direct outreach to get 5-15 appointments every single week with business owners who are ready and willing to pay for monthly engagements over $1,000/mo.

Price, Package and Renegotiate With Your Clients to Increase Profit Margins

The scope and price you negotiate with your clients is the number one indicator of whether you’re going to be making profit, or working tirelessly on a client that isn’t even paying a reasonable fee. In order to scale your firm to another level, every single month you have to look at your lowest margin clients, upsell them into CFO service or renegotiate your fees to new minimums to allow your team to grow while increasing profitability.

Price, Package, and Renegotiate With Your Clients to Increase Profit Margins
Hire an Accounting Manager

Hire an Accounting Manager

You cannot scale doing it all yourself. You’ve got to be able to step back from client engagements, duplicate your client service experience, and build a team that can deliver without you. This starts with having an accounting manager that can not just do the work, but can review, manage staff, and manage client expectations.

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Partner With Corvee Advisors to Offer Your Clients Tax-Advantaged Wealth Management

As you grow your firm, the size and complexity of your clients will grow as well. Their problems and challenges will become more unique, custom, and will need the expertise of services your firm doesn’t currently deliver. We’ll help you build a partnership to fulfill on these services while remaining the main financial contact for your client.

Partner With a Tax Planning
Professional

Your clients need help with maximizing deductions, legal entity structure, retirement, insurance, asset protection, and new legislation (TCJA, FFCRA, CARES, etc). You don’t want to outsource this to a low level contractor or someone that may walk away with your clients. We’ll help you build a partnership to save your clients money on taxes while keeping you at the center of the relationship.

Partner With a Tax Planning Professional
Help Your Clients With Wealth Management

Help Your Clients With Wealth Management

Once they’ve got their business under control, you as an accountant and CFO have an obligation to ensure they are using that business to save money, invest, grow, and protect their livelihood and their family. You can partner with a professional to help your clients with wealth management which may include investments and insurance offerings.

Share in Fees Even If You’re
Not Licensed

You can share in tax planning fees even if you’re not delivering the services. Depending on your state, you may be able to share in investment advisory fees (1% AUM). These partnerships can create massive value for your clients while increasing your profitability through a passive revenue stream.

Share in Fees Even If You're Not Licensed
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More to Explore

When you’re first running your firm, trying to figure out everything you need to know can be a challenge. The truth is, every challenge you’re facing has been conquered by another firm owner who was exactly where you are now. Let’s preview how to overcome some of your core challenges below.

Chief Financial Officer

Chief Financial Officer

For you to be able to step back from your clients while providing higher value isn’t easy, but it is possible. We’ll help you productize your services so your staff delivers a better client experience than you ever did.

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Financial Coaching

Financial Coaching

For small clients who can’t afford the monthly recurring services at $1,000/mo or more, we can still help them by offering training as a financial coach.

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Client Acquisition

Client Acquisition

Every single week you need to receive reports from your marketing team, admins, or operations to ensure you’re acquiring new leads and nurture those leads to become appointments on the calendar and high paying clients.

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Pricing Your Services

Pricing Your Services

Each stage of growth requires you to increase the minimum fees to work with you. We will help you create a 150 slide education based sales presentation with pricing and packaging policies to ensure your clients come onboard with the right expectations and scope. This allows you to generate a high gross profit margin and a happier client.

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Profitability Assessment

Profitability Assessment

Now that you’ve got a team, you have to price your clients to be able to cover the payroll for full-time employees, operating expenses, and your salary all while generating 50%+ net profit margins on a cash basis. If you’re not at 50%, there’s a reason. Let’s find out why.

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Managing Your Time

Managing Your Time

Client Collaboration, task management, workflow, and qualified staff are all essential components of you being able to take a step back, manage your calendar, and focus on the areas of your business where you’re needed most.

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Building Your Marketing Team

Building Your
Marketing Team

You may decide to use an operations manager, personal assistant, admin, or hire a marketing coordinator. Either way, we need to start to shift the responsibilities for marketing away from you and onto a team member who is held accountable to metrics on a weekly and monthly basis that generates 5-15 appointments with
qualified prospects.

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Hiring Accounting Managers

Hiring Accounting
Managers

Once you’ve acquired the right clients and are generating proper profit margins, it’s time to hire an accounting manager. Job ads, interview processes, offer letters, competitive compensation, cultural assessments, expectations for new hires, and performance reviews are a few of the many things you’ll need to build the foundation of an amazing team of highly capable and committed accountants.

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Our Clients Say It Best

Learn from other small accounting firms who have experienced growth and optimization with Corvee.

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Lead Generation for Accountants Helps CFO Transform Firm

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Accountant Finds Accounting Niche and Develops Accounting Firm Processes

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Accounting Firm Growth with Accountant Coaching

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See All Case Studies

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Read about how tax and accounting firm owners can help clients prepare for tax hikes in 2021.

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