About this episode

This episode discusses the importance of a proper diagnosis in client engagements to avoid becoming a replaceable vendor.

A firm that can't be clearly credited for changing a client's business becomes exactly the kind of replaceable vendor that gets shopped against a cheaper competitor. In this episode, I walk through why a proper diagnosis is the starting point for avoiding that trap, how to scale the depth of that diagnosis to the size of the engagement, and a real example of a CPA who turned his own diagnostic process into a standalone tool.

People in this episode

Host: Ryan Lazanis

Topics covered

• client engagement
• diagnostic process
• business strategy
• scalability
• vendor competition

Keywords

• diagnosis
• client business
• replaceable vendor
• CPA
• standalone tool

Mentioned in this episode

Organizations: CPA

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