by Alex Spencer | May 14, 2026 | Blog
Owning a profitable tax firm is getting harder. Costs are up. Client work is more complex. And the old playbooks that worked even three or four years ago are not producing the same results. But here is what is also true: there is more opportunity to automate revenue...
by Alex Spencer | Mar 17, 2026 | Blog
Getting a yes to a proposal is one of the most common frustrations in tax and accounting firms. Proposals for accounting services go out, and then nothing happens. The client says they need to think about it. Days pass. The firm follows up once, maybe twice, and...
by Alex Spencer | Mar 17, 2026 | Blog
A client emails on a Tuesday afternoon. “Quick question,” they say, and then asks whether they should convert their traditional IRA to a Roth this year. That question touches income level, projected retirement timeline, current tax bracket, future tax...
by Alex Spencer | Mar 17, 2026 | Blog
A new client referral comes in. The prospect seems like a good fit, the initial call goes well, and then comes the question that stops a lot of firm owners cold: what do you charge? Without a pricing process, the answer gets pieced together on the spot. Last...
by Alex Spencer | Mar 17, 2026 | Blog
The secret happens before the email. The fee increase email gets all the attention. Firm owners agonize over the subject line, the wording, the timing. They want it to land well and not cost them a client they’ve had for years. That’s understandable. But...
