• SFP 93: New PCPS toolkits tackle revenue modeling and culling clients

  • Mar 14 2024
  • Length: 45 mins
  • Podcast

SFP 93: New PCPS toolkits tackle revenue modeling and culling clients By cover art

SFP 93: New PCPS toolkits tackle revenue modeling and culling clients

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  • Summary

  • This episode of the Small Firm Philosophy podcast unveils a pair of powerful toolkits designed to help accounting firms reshape and optimize their business. PCPS manager Erin Hartman, CPA, and Carrie Steffen, the president of growth consulting firm The Whetstone Group, introduce the Revenue Modeling and the Right Sizing Your Client Base toolkits, which are exclusive to PCPS members:

    SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.

    For more on the series, check out the Transforming Your Business Model landing page.

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