How to Pick the Right Clients to Grow Your Firm with Jennifer Moore

August 15, 2017 Yoseph West

Jennifer Moore, founder of Moore Details, 2016 Intuit Firm of the Future Finalist and Hubdoc Top 50 Cloud Accountant, knows a thing or two about scaling a firm. She'll be the first to tell you that the key to success is working with clients that align with your values. Through trial and error, she developed a client qualification methodology, coined DRAGON. The methodology helps her and her team identify and attract great clients.

Jennifer joined us for a deep dive session on how to pick the right clients to grow your firm.

In this session, we covered:

  • The importance of picking the right clients
  • How to define your firm values and your ideal client
  • Jennifer's patented DRAGON client qualification methodology
  • How to attract and market to your ideal client

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