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ICYMI
The gap isn't ambition. Most firm owners reading this already know they need better clients, cleaner processes and a stronger close rate. What this month's Q&As get into is the part nobody talks about: that the thing standing between you and all of it is usually something you set up yourself. Spend five minutes catching up on our best sends from the past month.
- Bianca Prieto, Editor
The client email prompt every CPA firm needs
John Higgins, CPA.CITP, Strategic Technology Advisor, Higgins Advisory
Generalist AI tools like ChatGPT, Copilot and Gemini can draft client emails, summarize IRS notices and turn rough processes into checklists. Without a consistent prompt structure, the output sounds generic, and without clear data guardrails, you're creating liability. Higgins' fix costs nothing: a set of reusable prompt templates built around your firm's voice, plus a simple client-data rule that keeps every draft safe and on-brand.
The onboarding process that filters out bad clients
Kelly Rohrs, Firm Owner
Rohrs charges a fee for discovery calls, posts base pricing on her website and makes her process clear before any engagement starts. Every client enters the same onboarding system: a standardized organizer, a hard document deadline with no exceptions and an engagement letter that sets expectations upfront. Clients who can't follow clear instructions don't make it past the discovery call. The filtering happens before the work starts, not during it.
More to read
When a prospect says, "Let me think about it," it usually means you gave them too much information too soon. → The Reason Prospects Say 'Let Me Think About It'
Your first 10 clients are probably already in your contact list. One bookkeeper proves it. → Building Your Clientele Is Easier Than You Think
You’re all caught up!
We hope you enjoyed this email! Which interview stood out to you? Got someone in mind who deserves the spotlight in the Net Gains? We’d love to hear from you, and yes, we read every message. Hit reply to shoot us a note!
