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Doug and Dan dive into a powerful client case study about concentration risk—when too much of your firm’s revenue depends on one client. In this episode, you'll hear real-world stories from Doug's coaching work with firm owners who are navigating everything from losing major clients to rethinking their entire offer. The guys also unpack the problem with generic service lists, why too many firms ignore long-term planning, and how shifting your offer to focus on outcomes—not tasks—can help you stand out and grow smarter.
👉 If you're ready to rethink your pricing and communicate real value, grab our free value pricing guide at thepracticingaccountant.com/vbp
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Episode 64: Over half of today’s accountants dream of starting their own firm—and nearly 80% of Gen Z accountants do too. But most new firm owners hit the same walls early on: pricing confusion, unclear offers, and the myth that you must “niche from day one.” In this episode, Doug and Dan reflect …
66. In this episode of The Practicing Accountant, Doug and Dan go back and forth on one simple—but powerful—thought experiment: if you had $10,000 to spend on your firm, how would you use it? They cover options that increase client quality, free up your time, strengthen your team, and boost your lo…
65. Dan and Doug unpack the dangerous obsession with client volume and why it’s time to stop measuring success by how many people you serve. From Facebook group hot takes to real-world stories, they explore why having fewer, better clients leads to more freedom, better margins, and a business that …
68. In this live coaching session, Doug sits down with Kisha Shabazz, CPA, who just wrapped her first full tax season after leaving corporate America. With 85 clients under her belt, Kisha is now facing the next challenge: how to transition into an advisory model that brings year-round value and pr…
67. In this episode of The Practicing Accountant, Doug sits down with Andrew Hunzicker, CPA and founder of DOPE CFO, to unpack how he turned an unexpected niche—cannabis accounting—into a thriving business and national movement.
Andrew shares how he went from burnout in oil & gas to becoming a …
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