In this episode of the Accounting for Growth podcast, Joseph Frost and Don Howard delve into the complexities of client mix, pricing strategies, and the transition from compliance to advisory services. They discuss the emotional and strategic challenges firms face in optimizing client portfolios for growth, emphasizing the importance of clear client profiles and value-based pricing. The conversation also explores the need for leadership in advisory roles and the operational shifts required to align firm practices with growth objectives.

Takeaways

•Client mix is often a growth constraint for firms.

•Emotional attachment to clients can hinder strategic decisions.

•Value-based pricing is crucial for modern firms.

•Leadership in advisory roles is essential for growth.

•Operational shifts are needed to align with growth objectives.

•Clear client profiles help in optimizing portfolios.

•Transitioning from compliance to advisory services is challenging.

•Firms must prioritize time and investments for growth.

•Marketing and business development should align with firm goals.

•Continuous conversations are key to evolving firm practices.

Links

Dawn Howard– Fractional CMO, YorCMO

LinkedIn: https://www.linkedin.com/in/dawn-howard-m-s-b4a6b911

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/mv5IIsijaBo

•Fractional C-Suite Retreat is produced by Frost Media Group

Learn more at https://frostmediagroup.com