Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast:

• The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking. The full revenue reset process is available to Woodard members. More information is at this link: https://www.woodard.com/membership-overview
• TV and Movie Segment: As always, Joe and Heather share quotes from recent shows they've watched and bring it back around to a relevant business topic. Joe recently watched The Acolyte and Heather binged House of the Dragon.
• Book Segment: Heather discussed "The Courage to Be Disliked," which talks about Alfred Adler's psychology theory focused on future-oriented living over being tethered to past traumas.
• Social Media Segment: Both Heather and Joe shared a social post, including one about the need for every business to have a specialist akin to an Olympic athlete who excels in one area. The AICPA Client Termination Letter Checklist can be found at this link.
• Woodard Report Article Recommendation: Heather recommended an article on managing seasonal revenue spikes for bookkeeping firms.

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