Live from Bridging the Gap: Revenue Firms Miss in Client Meetings | Camden Bean ft Randy Crabtree

Your clients are telling you what they need next on every call. Most firms never hear it. Episode 94 features Camden Bean (  / camden-bean  , CEO and co-founder of Ping, AI built only for accounting firms. Recorded live at Bridging the Gap, our first in-person episode, with a surprise appearance from Randy Crabtree, CPA and co-founder of Tri-Merit, our first two-time guest. In this conversation, Camden explains why AI note taking is only the starting point, how firms will soon send a ready-to-sign proposal before the meeting ends, and why "do advisory" is useless advice without a specific playbook. Randy shares the mistake of taking on every client, and James and the guests break down how firms actually find advisory clients when nobody is searching for "advisory near me." If you have ever left a client call with a feeling there was more work on the table, this one is for you. Send us Fan Mail: https://www.buzzsprout.com/2389253/fa... Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call - http://accountingleadsnow.com/. We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid - https://a.co/d/02rch7Qz. The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free : https://www.skool.com/accounting-lead.... Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.