Free Client Roster Review
Your next $91,277 is already in your existing client list.
We analyzed one established firm’s roster and found $91,277 in revenue they weren’t collecting. It was sitting in the clients they already had. We’re going to do the same thing for yours.
This isn’t a demo.
In 30 minutes, we’ll walk through what we typically find when we analyze an established firm’s client roster.
- Underengaged clients.
- Legacy rates that no longer reflect the work being done.
- Tax planning and advisory upgrades that never got offered.
Then we’ll talk about what we’d expect to find in yours.
There’s no obligation and no pitch deck. Just a real look at where your practice is leaving money behind.
Best for established tax and accounting firms. Works especially well for firms with 300 or more clients.
What we typically find in an established firm's roster:
Here's what happens on the call.
01
We walk through a real example.
You’ll see the actual categories we look at when we analyze an established firm’s roster. Specific dollar amounts. Real opportunity types. Nothing hypothetical.
02
We talk about your practice.
We’ll ask a few questions about your client base, your current pricing, and where you think you’re leaving money behind. Most firm owners already know the answer. They just haven’t had a system to go get it.
03
You decide if you want us to run your analysis.
At the end of the call, we’ll ask one question: do you want us to run this on your actual client list? That’s it. No pressure. No follow-up sequence if it’s not the right fit.
This is built for a specific kind of firm.
This is for you if you…
- Have been in practice for several years and have a real client base
- Are doing solid work but your revenue hasn’t grown the way it should
- Know some clients are undercharged but you don’t have time to go fix it
- Have thought about offering tax planning or advisory services but the outreach piece keeps getting skipped
- Have 300 or more clients and suspect there’s money sitting in that list
This is not for you if you…
- Are just getting started and don’t have an established roster yet
- Are looking for a generic software demo
- Want to do all the client outreach yourself
Common Questions
What exactly happens in the client roster review?
We walk you through an anonymized analysis of a real client roster, broken down by opportunity type and dollar amount. Then we ask about your practice and give you an honest read on what we’d expect to find in your own client list. It’s a working conversation, not a presentation.
Is this really free?
Yes. Completely. There’s no charge for the roster review and no obligation to move forward.
What if I don't have 300 clients yet?
The review works best for established firms. If you’re not there yet, the numbers are harder to move in a meaningful way. That said, if you’re close, feel free to book a time and we’ll give you an honest assessment of whether this makes sense for where you are.
How long does the call take?
30 minutes. We keep it focused.
Who will I be talking to?
You’ll meet with one of our pricing experts. Both work directly with established tax and accounting firms on pricing and practice revenue strategy. This is not a handoff to a junior sales rep.
What happens after the call?
If you want us to run an analysis on your actual client roster, we’ll walk you through what that looks like. If it’s not the right fit, we’ll tell you that too. Either way, you’ll leave the call with a clearer picture of where your practice stands on pricing and client revenue.