Watch or Listen to this Post How to Find the Perfect Price for Any Tax Client Picking a “fair” price for a client is stressful. If you’re like many of the small firm owners we work with – You want to be paid what you’re worth but hate the thought of...
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...
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....
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...
