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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