I often hear accounting firm owners say, I just need more clients. The solution they usually jump to is hiring a marketing consultant to drive traffic and boost sales. But heres the thing: before you spend money on consultants, you need to make sure your business is set up for success.

Step one is simple: sort out your calendar. Too many of us are running on fumes, stuck in the business, and not working on it. Free up time, get your systems in order, and create space for strategic thinking.

Next, lets talk about pricing. Have you adjusted your prices in line with CPI? When you look at the compounding effect of CPI over the last few years, youll see just how important this is.

And dont overlook your sales process! If youre still using hourly rates or outdated methods, its time to move towards monthly recurring revenue. Develop a product or package thats great for your clients and your business.

Once youve nailed down your calendar, pricing, and sales, THEN its time to think about marketing. And Id start with your existing clients. Often, referrals and repeat business can be much more valuable than cold leads.

The key takeaway? Build your foundation before reaching for that marketing consultant. Once you do, the results will speak for themselves.