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Latest / One Step Better Podcast

Why Your Accounting Firm Isn't Scaling (It's Not The Clients)

Patrick Accounting is on pace for roughly $1.5 million in new sales this year. That’s a great year by almost any measure. It’s also short of the goal. In this episode, Matt and Mike get honest about the leadership side of that gap and why they’re choosing to own it instead of explaining it away.

The firm set quarterly run-rate targets that climbed from $350K to $500K in annual recurring revenue by Q4. The first two quarters were hit without much stretch. Q3 is looking a lot like Q2. So what’s going on? Matt and Mike walk through the difference between a bad strategy and poor execution, and…

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