How to Optimize Your Tax Season Appointments

How to Optimize Your Tax Season Appointments

Click here to watch or listen to this post! Tax appointments have changed logistically with the need to hold “virtual” meetings in many cases instead of the traditional in-person get-together.  The critical question to ask is, “Have I optimized my actual...
The Subscription Pricing Guide – Part 3

The Subscription Pricing Guide – Part 3

Click the video above to watch or listen to this post! In The Subscription Pricing Guide Part 2 – we discussed: How to analyze your current profits, Average Revenue Per Client, strategic value, and client roster size. We also gave you a free calculator so you...
The Subscription Pricing Guide – Part 2

The Subscription Pricing Guide – Part 2

Click the video above to watch or listen to this post! In The Subscription Pricing Guide Part 1 – we talked about: How subscription pricing should simply be one of the three options you provide on your pricing menu (Hourly Retainers, Fixed Free & Upfront...
The Subscription Pricing Guide – Part 1

The Subscription Pricing Guide – Part 1

Click the Video Above to watch or listen to this post! Part 1 – Why Subscription Pricing Matters Over the next few posts, we’re going to give you a step-by-step guide to subscription pricing.  We’ll break down subscription pricing packages and why they can...
3 Reasons Your Clients Need You

3 Reasons Your Clients Need You

Tax season is always a wild ride, but 2020 has been a bit over the top. Deadlines have been extended and clients have been calling trying to understand everything from PPP loans to tax implications for their business. Your firm has probably seen an increase in the...