How to Price Your First Fractional CFO Work?
Join the Proactive Accountants Group (Free): / theproactiveaccountants Check out The 3-day Practice Ignitor Challenge: https://www.dreamfirms.com/ignite Apply to join The Create Your Dream Firm Program : https://dreamfirms.co/cydf-applicatio... If you’re new here, I’m Tyler S. Clark — co-founder of Dream Firms where we give entrepreneurial accountants the proven playbook to grow a hyper-profitable accounting firm with all the support they could ever need. But since anyone on YouTube can claim anything, here’s why I’ve earned the right to talk about the accounting profession: Legacy Roots: My grandfather built a $10M accounting firm (today’s dollars) in the 60s using sales and marketing when it was still “illegal” for CPAs. My grandmother promptly lost it all at the slots in Atlantic City. Family Business: My dad carried the torch, scaled and sold his own accounting firm, then launched New Clients Inc. (NCI), which generated over $1B in revenues for accountants nationwide. My Path: I started my career as a growth consultant for accountants at NCI, then co-founded and scaled my accounting firm adding $100K/yr to it. Sold that firm and built an advisory firm to $1M cash collected in 18 months on a part-time effort. Today, Dream Firms has delivered 100K+ CPE credits by training accounting professionals on the tactics that created the success above and works with a select number of firms each year to implement those tactics with them: adding $100K+/yr in new profitable client engagements, to as high as $1.2M in 6 months for one accounting advisory firm. To all the entrepreneurial accountants forging their own path despite the overwhelming self-doubt... The most important step is always the next one. Keep at it, don't stop learning and you will get there. And never forget... Only you can create your dream firm, but we help you every step of the way. Tyler Chapters: 00:00 - Intro 02:07 - How do we get these clients? 03:14 - Define Your niche 10:39 - Getting to book a call 12:28 - Sales Call Structure 14:00 - Pricing 19:37 - Final Thoughts

How to Price Tax Preparation Services in 2026

Start Here If You’re A New Fractional CFO | Masterclass

5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)

Ex-Google Recruiter Explains Why "Lying" Gets You Hired

How To Price For B2B | Startup School

How to Claim Your Leadership Power | Michael Timms | TED

What is a Fractional CFO & How to Become One

What do tech pioneers think about the AI revolution? - The Engineers, BBC World Service

What Is a Fractional CFO? Everything you need to know!

From Idea to $650M Exit: Lessons in Building AI Startups

What is the future of working from home? - The Global Story podcast, BBC World Service

The Best Accounting Firm Marketing Strategy You’ll Probably Ignore

The MOST Profitable Accounting Services

How To Start a Tax Firm From Scratch

Psychology says you can land any job once you understand these 6 principles

How To Buy An Accounting Practice

The FDE Playbook for AI Startups with Bob McGrew

Value Props: Create a Product People Will Actually Buy

How To Do Workforce Planning: An Overview

