Specialty: Accounting
Size: Sole Practitioner
Annual Revenue: Less Than $250K
Acquire the technology, skills and partnerships to efficiently grow, build recurring revenue, make your first crucial full-time hire, provide higher-value CFO services and provide maximum value to clients of your sole practitioner accounting firm.
A strong client relationship starts with a strong first impression. Use Corvee’s Client Collaboration and Payments solutions to request and receive agreements, engagement letters, file requests and questionnaires from clients through a secure client portal.
From the first engagement letter signed, to requested files, questionnaires, additional agreements, you can send and receive all client requests in one place. Use the dashboard to track status per client so you know when you’ve got everything you need to complete your work.
From the first engagement letter signed to requested files, questionnaires and additional agreements, you can send and receive all client requests in one place. Use the dashboard to track statuses per client so you know when you’ve gotten everything you need to complete your work.
Owning your clients is important, and owning the collection of your revenue is paramount. You can set up one-time, recurring or custom dates, as well as charge your clients before you begin work.
One client may have one important login, or they may have dozens. No matter the number, we’ll help you request and securely store all of your clients’ passwords so you get access to what you need to overdeliver.
Making the transition from just an accountant or a bookkeeper to a highly-paid Chief Financial Officer isn’t easy. But we’ve mapped out the entire process from delivering high-quality work, pricing, onboarding, delivery and building a team that can deliver without you. 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.
Confirmed annual revenue growth for our sole practitioner firm clients
Read our Methodology Memo for how we calculate these numbers
If you’re trapped doing bank reconciliations and accounts payable and receivable, you’ve got to redefine the work you provide to your clients. Moving to forward-looking, proactive forecasting, budgeting and value-added CFO services will allow you to grow your revenue while reducing your number of hours spent per client.
Without a proper pricing model for setups, clean-ups, sub-account management (AR, AP, Payroll), monthly accounting, controller services or CFO services, you will constantly be undercharging, overworked, making low margins and feeling like you’ll never make enough money to hire the staff you desperately need to reduce your workload.
To grow your sole practitioner accounting firm from a few hundred thousand in revenue into a real organization, you’ve got to move away from small, low-paying referrals and instead target larger companies doing $1M+ in annual revenue which are willing to pay for premium CFO services.
Even though you provide accounting services, your clients have needs that range from tax to investments and insurance. We’ll help you build partnerships with other professionals to get solutions that you currently don’t offer for the problems that your clients have. We’ll also craft these relationships so you’re still seen as the center of your clients’ financial lives, while being able to share in fees and build a passive revenue stream for your sole practitioner accounting firm.
You may be a bookkeeper, accountant or CFO, but if you aren’t ensuring your clients have the proper tax structure, your clients may be overpaying taxes every single year. Partner with us to save them money on taxes and be recognized as the champion who organized it all.
Having the ability to see the inside of your clients’ businesses makes you one of the most trusted advisors in their lives. Are they a good steward of the wealth they are accumulating? Are they saving? Are they investing? We’ll partner with you to help your clients organize and plan their financial futures, and you may have the ability to share in investment advisory fees.
Building a proper insurance structure for your clients’ businesses and families isn’t easy. We’ll help you determine your clients’ needs so they’re prepared for any disaster that may come their way.
When you’re first running your sole practitioner accounting firm, trying to figure out everything you need to know can be a challenge. The truth is, every challenge you’re currently facing has likely been conquered by another firm owner who had been exactly where you are now. Let’s preview how to overcome some of your core challenges below.
Hear the stories of other sole practitioner accounting firms that have grown and optimized with Corvee.
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