lessons from bob, the pool guy

how to cut clients, raise prices, earn more and work smarter.

by jean marie caragher
capstone marketing

it’s a hot topic these days. accounting firms have more clients than they can handle and not enough people to get the work done. there are solutions, e.g., firing “d” clients and not accepting any new “d” clients. however, many cpas still resist this process.

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this got me thinking about bob (his real name), our pool guy. he has been our pool guy for over three years. every wednesday, like clockwork, he arrives to clean our pool, adjust the chemicals, and whatever else needs to be done. bob is friendly and genuinely cares about our pool. my husband and i are very satisfied customers.

bob recently turned 60 and is thinking about how he wants to run his business and spend his time. he’s making a few changes. here are four lessons we can learn from bob.