Accounting - Book Keeping
Cultivate Advisors Helps Accounting Firm Rebound from Loss & Achieve 30% Growth in 1 Year
Cultivate Advisors Impact
Becky Zell, owner of Smart Book Business Solutions, helps small and medium-sized businesses with bookkeeping, accounting, and payroll. When Becky lost her largest client, she partnered with Cultivate Advisors to rebuild and grow—and the results speak for themselves.
With Cultivate’s guidance, Becky:
- Grew Revenue: Her business rebounded and grew by 30% in just one year.
- Improved Pricing and Profitability: Strategic pricing changes boosted her bottom line.
- Solved Employee Challenges: Becky gained support and solutions for managing her team.
- Enhanced Customer Engagement: She refined her messaging and showcased more value to clients.
- Created a Clear Plan: Together, they built roadmaps and key metrics to track success.
Cultivate Advisors Impact
Challenge
Becky’s journey began in her basement, where she started her business with just a used desk and a laptop. As a single mom of two young daughters, she was determined to build a flexible way to provide for her family. Over the years, her business grew, but so did the challenges.
Becky faced burnout from being deeply involved in every aspect of her business. She had also started an academy to teach bookkeeping but struggled to make space for this new venture while maintaining the quality and growth of her main business. Adding to the pressure, Becky lost her largest client, which created an urgent need to replace that revenue.
Solution
That’s when Becky decided to partner with Cultivate Advisors. Together, they tackled her challenges head-on:
- Building Teams: Her advisor helped Becky restructure her business into teams, allowing her to delegate tasks and focus on higher-level strategy.
- Leadership Training: They introduced leadership meetings to empower team leads and create a more efficient organization.
- Shifting to Value-Based Pricing: Her advisor guided Becky in moving from hourly billing to package pricing, emphasizing the value her services deliver.
- Marketing Refresh: They worked on improving how Becky communicated her services, ensuring her clients understood the full value of what her company offers.
- Strategic Planning: With a clear roadmap in place, Becky gained tools like KPIs and metrics to measure progress and make informed decisions.
Outcomes
The results were remarkable:
- Revenue Growth: Despite losing her largest client, Becky grew her business by 30% in just one year.
- Operational Improvements: Creating team structures and empowering leadership helped Becky free up time and energy to focus on growing her academy.
- Personal Peace of Mind: Having a trusted advisor to brainstorm with and navigate tough decisions gave Becky the clarity and confidence she needed.
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