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Business Growth Blog for Financial Professionals | Patrick Muldoon, CPA

Grow Your Financial Business with Business Growth One's All-In-One Solution

by: Patrick Muldoon, CPAPublished on: 2026/02/12

As a financial professional, the dream is not just to survive but to thrive and scale your business to new heights. To achieve this goal, you need efficient tools and strategies that can streamline your operations, enhance productivity, and drive growth.

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How Much Money Are You Leaving On The Table? Try This Simple Method To Estimate How Much Is Slipping Through Your Fingers

by: Patrick Muldoon, CPAPublished on: 2026/02/11

Financial Professionals: are you missing out on potential revenue? Do you know where you are leaving money on the table? Try this simple method to estimate how much revenue is slipping through your fingers. Without a proper system, you will be unknowingly missing opportunities.

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Frequently Asked Questions: FAQ's

Who writes the Business Growth Success blog?

The Business Growth Success blog is written by Patrick Muldoon, CPA, Founder and President of Business Growth Success Inc. Patrick has 35+ years of experience in financial services, including roles at PricewaterhouseCoopers, Deloitte, and RBC Dominion Securities. He specializes in helping accountants, CPAs, bookkeepers, tax professionals, estate planners, financial planners, and financial advisors grow their practices an affordable, reliable system, a proven strategy and consistent action plans, using the latest technology.

What topics does the Business Growth Success blog cover?

The Business Growth Success blog covers practical strategies for:

► Growing a financial practice

► Lead generation

► Client retention

► Marketing automation

► Pricing strategy

► Digital presence

► Thought leadership

► Business systems

► Revenue growth

Content is written specifically for financial professionals including accountants, CPAs, bookkeepers, tax professionals, financial planners, and financial advisors.

How can a financial professional get more clients?

Financial professionals can attract more clients by strengthening their digital presence, implementing a consistent lead generation system, using automated follow-up sequences to nurture prospects, actively requesting and managing Google reviews, and building a clear value proposition that differentiates their practice. Business Growth Success provides step-by-step guidance on all of these strategies in the blog and through the Business Growth 360° Diagnostic, which identifies the specific growth gaps in any financial practice.

What is the biggest reason financial practices miss revenue opportunities?

Based on the Missing Revenue Opportunities series by Patrick Muldoon, CPA, the most common reasons financial practices miss revenue include: limited digital presence, inadequate client relationships, failure to specialize, underestimating marketing and branding, ineffective networking, poor pricing strategies, insufficient client understanding, and resistance to change. Most of these issues share a common root - the absence of a systematic, automated approach to business growth.

Powerful and Affordable System and Services to Help You Grow Your Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!