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Charlie Price, CPA
Helping Accountants Package, Promote, and Sell Premium High-Profit Services
Charlie Price is a Certified Public Accountant (CPA) and the CEO of Cardinal Thrive, LLC, based in the Greater Phoenix Area.1 He specializes in helping accountants package, promote, and sell premium high-profit services.1
Professional Background
Charlie has extensive experience in the accounting and tax industry:
- He spent 10 years in public accounting before transitioning to consulting.1
- Started consulting with accounting firms in 2018.1
- As of his LinkedIn profile update, he has worked with and helped 162 accountants to package, promote, and sell premium monthly service packages while increasing current client pricing.1
Career History
Before founding Cardinal Thrive, LLC, Charlie held various positions in the accounting field:
- Senior Tax Accountant at LevitZacks, Certified Public Accountants (2017-2018)1
- Recruiting Manager at Robert Half Finance & Accounting (2017)1
- Staff Accountant at Baker Tilly Virchow Krause, LLP (2014-2016)1
- Staff Accountant at Arthur Bell, Certified Public Accountants (2010-2014)1
He also completed internships at notable companies such as McCormick, Grant Thornton LLP, and Sirius XM Radio Inc.1
Education and Certification
- Bachelor of Science in Accounting and Marketing from the University of Maryland - Robert H. Smith School of Business (2005-2010)1
- Certified Public Accountant (CPA) licensed by the AICPA1
Business Focus
Charlie's current focus is on helping accountants adapt to changing industry conditions by:
- Assisting them in selling solutions rather than services to clients1
- Focusing on advisory, consulting, and tax planning services1
- Helping accountants package, promote, and sell premium monthly service packages1
- Assisting in increasing pricing for current clients1
He offers various resources for accountants, including a free community of over 2,600 accountants, expert interviews, trainings, and tips to grow and scale accounting businesses.1
Highlights
I’d love to hear some success stories from you guys. What’s a big win you’ve gotten a client?
This one tweak can make a MASSIVE difference to how many people engage and convert with your content.
Who are we marketing to? i mean who are we REALLY marketing to? 😉
Could you Imagine if Mechanics promoted themselves to customers like they were talking to other mechanics? Actually...come here ChatGPT do it for me
How to Turn Off the Check Engine Light 101
Here are 10 steps for a proper diagnostic of a check engine light:
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Retrieve Diagnostic Trouble Codes (DTCs): Connect an OBD-II scanner to the vehicle's OBD port and retrieve the diagnostic trouble codes. These codes provide insight into the specific issue triggering the check engine light.
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Note the DTCs: Document the DTCs obtained from the scanner. These alphanumeric codes point to specific problems in the vehicle's systems.
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Check for Loose Gas Cap: Verify that the gas cap is tightly sealed. A loose gas cap can trigger the check engine light, so ensuring it is secure is a quick and simple check.
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Inspect Wiring and Connections: Examine wiring harnesses and connectors for signs of damage, corrosion, or loose connections. Electrical issues can often be a source of check engine light problems.
Did I lose you yet? Good!
That was kind of the point...
Sometimes we forget who we're talking to in our marketing messages
When we're putting our messaging out there...are we speaking in a way that our clients and prospective clients understand?
Or are we speaking to us accounting folks?
It's time to revamp our approach. In a world full of DTCs and wiring inspections, let's make sure our clients understand the language we're speaking.
How can we simplify our message without losing the essence? Share your thoughts! 💬 #accounting #clientcommunication #cpafirm
