by William Hamilton | Aug 11, 2023 | Client Success, Operations, Revenue
Watch or Listen to this Post When you need to do tax planning for a client… Nobody wants to pay more in taxes than they have to. Besides not wanting to deal with the paperwork, potential tax savings is one of the top reasons why clients choose to work...
by William Hamilton | May 18, 2023 | Operations, Revenue
Watch or Listen to this Post When someone asks what you charge for a tax return… We’ve been there, we’ve heard it a million times. “I only have a W-2, how much is that going to be?” or “I have a pretty basic return, how much is it going to cost?” These calls,...
by William Hamilton | May 17, 2023 | Revenue
Watch or Listen to this Post The Easiest Way to Talk to Clients About Fees (even if they’re your friend) Why is it so awkward to talk to clients about fees? You work hard, you’re a professional, you deserve to get paid for your services right? When the moment comes to...
by William Hamilton | May 16, 2023 | Revenue
Watch or Listen to this Post How to Get Higher-Priced Clients Without Any Selling If you want more revenue in your practice, there are only two basic options: Get more clients Sell more services to your existing clients What’s the dream for every tax & accounting...
by William Hamilton | May 15, 2023 | Operations
Watch or Listen to this Post How to Structure Discovery Calls To Get More Ideal Clients Free consultations can be difficult no matter how long you’ve been doing them. You don’t want to give away a bunch of free tax advice. You may not be super comfortable trying to...
