177 | Crafting Deliverables that Matter

Send us a text By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that matter for your clients. If you’d like to see the presentation slides, head over to my YouTube Channel! In this episode you’ll hear how to:Maximize your valueShift your positioningAdd value Resources mentioned in this episode:ElevateGet on the waitlist for the next Profitable LifeStyle Firm Summit Meet Josie After putting in years of hard work at top 100 firms, Josie realized there was an opportunity to create a better way. She took a leap of faith and founded Josie Parr CPA LLC, a niche practice that is specifically focused on tax strategy clients. In her first year, she tripled her revenue goals, reduced her work hours to a part-time schedule, and spends every day doing what she loves: working in tax strategy. And now, her mission is to empower other tax professionals to transform into tax strategists by elevating their current skills and knowledge using the same proven systems and methods that brought her success. Connect with Josie 🌐 solotaxcoach.com Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpa Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review. Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link) Join the next free training at ambitiousbookkeeper.com/training