The Coaches πŸŽ™ Live at QuickBooks Connect

What better place than QuickBooks Connect 2019 to bring together three accounting coaching phenoms? We're joined by Michael Palmer, CEO of Pure Bookkeeping, Heather Townsend, Founder of Accountants Millionaire Club, and Michelle Weinstein, Founder of the Pitch Queen to talk about accounting and bookkeeping coaching from the marketing, and process perspectives, some key factors for success, and how these experts use their skills to help clients succeed!
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Show Notes
  • 00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! 
  • 01:41 – The number-one concern for accountants and bookkeepers - the art of pricing
  • 02:44 – Heather provides a different perspective on the definition of value pricing
  • 03:52 – Michelle encounters many accountants who want to double revenue without working on their mindset first
  • 04:23 – Michael shares two key factors to getting value pricing right - self-worth and education
  • 06:23 – Heather says it's about overcoming the mental blocks first, and then focusing on the growth
  • 07:31 – A hard pill to swallow - learning to see your own, or your firm's own value
  • 08:58 – Setting your prices too low will ensure that you never get the time to provide true value
  • 09:30 – Michelle  says it's often the oldest 'legacy' clients that take up the majority of your time, with little to no profit 
  • 11:04 – If you don't choose to deliver value, your competitor will
  • 12:14 – In addition to seeing your own value, Heather says it's about freeing up the capacity  and time
  • 13:43 – With so many tasks moving to automation, Blake sees capacity in terms of relationships, and the time it takes to maintain those
  • 15:29 – Heather runs down a short list of things to micromanage when you want to build your value capacity
  • 17:20 – When you're an 'accountingpreneur,' as Michelle names it, there's nobody there holding your hand. It's up to you to learn these skills and tactics and get things done
  • 18:45 – If you're perfectly fine with being comfortably numb, you'll never be able to challenge the status quo
  • 20:04 – Short-term sacrifices lead to long-term payoffs
  • 20:53 -- Find the one thing you can focus on right now, and just do it. Simple, right? 
Connect with Michael, Michelle, and Heather
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Episode Art Photo Credit:
Will Farnell:
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Creators and Guests

David Leary
Host
David Leary
President and Founder, Sombrero Apps Company
The Coaches πŸŽ™ Live at QuickBooks Connect
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