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Creating Your Red-Velvet Rope Policy: Make More Money Working with Your Ideal Clients

Erin Daiber, CPA

Well Balanced Accountants, LLC

Thursday, February 20, 2020 | 01:30 PM EDT

  • CPA

1.5 Credits


Subject Area

Business Management and Organization

Upcoming Webinars

Course Description

Are you tired of working with clients who don’t appreciate you? Tired of the clients who don’t pay on time, argue over fees and expect you to jump through hoops? Ready to start making more money? Us too! We all have clients who we LOVE working with and others that drive us crazy. Based on Michael Port’s Red Velvet Rope Policy, we’ll help you define and develop your firm or practice’s policy for bringing in ideal clients. You’ll identify and describe your ideal clients and begin making the shift to serve more of these clients. Finally, we walk you through how to begin marketing to and attracting your ideal clients.

The best part? Your ideal clients appreciate you and are willing to pay you what you’re worth- maybe even a premium. Start making more money while enjoying your work!

Learning Objectives

  • Define the Red Velvet Rope Policy for your firm or your practice.
  • Identify and describe your ideal clients.
  • Explore steps to begin focusing your client pool and shifting the client mix from “D’s” to “A’s”.
  • Create a plan for marketing to and attracting your ideal clients.

Who Should Attend?

  • Accounting Firm
  • Business Owner
  • CEO
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Firm
  • Young CPA