Growing and scaling monthly recurring revenue
Jason Meredith wanted to grow recurring revenue at Mid-South CFO by providing more value-added services to clients. But, as many firms discover, selling and scaling those types of services isn't easy.
Jason was already having conversations with clients about business planning and Strategic Advising. However, he needed a tool that would help him transition accounting clients into more strategy-focused engagements with a higher monthly rate.
On top of that, he also needed to provide advisory services in a more consistent and scalable way. Although Jason wants to be as flexible as possible for his clients, he knows he can't create an entirely new set of deliverables for each account he takes on. It's simply too time-consuming.