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 Client onboarding can be one of the most time-consuming parts of running a tax or accounting firm. The data you need from clients can be overwhelming to track. Items get missed. Clients drag their feet. And the back-and-forth follow-up...
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 AI tools are getting better at calculations, research, and even answering straightforward tax questions. That trend is not going away. But there are things only a human advisor can do. Listen to a client and hear the concern behind the...
