by William | May 14, 2023 | Growthplaybooks
Picking a fair price for a client is stressful. If you’re like many of the small firm owners we work with, you’ve probably felt at least one of these: You want to be paid what you’re worth, but you hate the thought of upsetting a client. You’re...
by William | May 13, 2023 | Growthplaybooks
Watch or Listen to this Post 3 Secrets to Onboarding Tax Clients 10x Faster Onboarding clients can be a nightmare if you don’t have a clear structure for your onboarding process. The amount of data and documents you need from clients can be overwhelming. It’s easy to...
by William | May 12, 2023 | Growthplaybooks
Watch or Listen to this Post How to Eliminate Scope Creep From Any Engagement In 4 Easy Steps Death by 1,000 cuts. A client calls with a “quick question” about something they think is simple, but it turns into an hour and a half of free tax planning....
by William | May 11, 2023 | Growthplaybooks
Watch or Listen to this Post How to Structure Your Client Advisory Services (The Easy Way) Automation, AI, and Bots, will all play a larger role in the tax & accounting industry over time. How can you...
