'Found Money' Delights Clients

Businessman ogling money over another's shoulderHow to operationalize new services that find or save clients’ money.

By Bill Penczak

Even during normal times, “found money” solutions are great door openers for new clients and a great value-add for your current clients.

MORE: Don’t Buy a Rolodex, Buy a Process | The Three R’s for Beating the Corona Crisis | 6 Reasons Why Your Marketing Sucks
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

These solutions are different from traditional audit and tax work in that they are opportunities for companies to retrieve monies they’ve paid in the past, or are ways for companies to lower the cost of a function, process, or service for which they are already paying.

Such solutions include:

Already a PRO Member? Click Here to Login & Continue Reading →

Go PRO Today: Choose one of these great offers

EASY!

Monthly Plan, $24.97
Save $5/month (17%)!

CLICK HERE
FOR
THE EASY MONTHLY PLAN

7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97

BEST VALUE!

Yearly Plan, $249.95
Save $110/year (30%)!

CLICK HERE
FOR
THE BEST SAVINGS

7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95

See our Special Covid Crisis Special Offer!

24-HOUR DAY-PASS

One-Time, $12.99
Some limitations may apply.

CLICK HERE
FOR
ONE-TIME ACCESS

Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

Bill Penczak

Bill Penczak

About the Author

Bill Penczak is a 30-year marketing and sales professional, including tours of duty at Big 4 and regional CPA firms.

He is a regular speaker at industry and business events on the topic of firm growth. Penczak is the founder and chief insights officer of MICA Ventures, a consulting firm focused on growth and margin improvement for professional services firms.

Contact him at bill@mica.ventures.

Click here for more by Bill Penczak