by Alex Spencer | Mar 17, 2026 | Blog
Getting a yes to a proposal is one of the most common frustrations in tax and accounting firms. Proposals for accounting services go out, and then nothing happens. The client says they need to think about it. Days pass. The firm follows up once, maybe twice, and...
by Alex Spencer | Mar 17, 2026 | Blog
A client emails on a Tuesday afternoon. “Quick question,” they say, and then proceeds to ask whether they should convert their traditional IRA to a Roth this year. That question touches income level, projected retirement timeline, current tax bracket,...
by Alex Spencer | Mar 17, 2026 | Blog
A new client referral comes in. The prospect seems like a good fit, the initial call goes well, and then comes the question that stops a lot of firm owners cold: what do you charge? Without a pricing process, the answer gets pieced together on the spot. Last...
by Alex Spencer | Mar 17, 2026 | Blog
The fee increase email gets all the attention. Firm owners agonize over the subject line, the wording, the timing. They want it to land well and not cost them a client they’ve had for years. That’s understandable. However, the email isn’t actually...
by Alex Spencer | Mar 12, 2026 | Blog
Most firm owners who want better clients think the answer is more marketing. More social media, more ads, a better website, a stronger referral push. Some of that matters. But none of it works if the underlying accounting firm messaging is vague. For most tax and...
by Alex Spencer | Mar 12, 2026 | Blog
Most firm owners trying to grow revenue start with the same instinct. Raise the fees. It makes sense on the surface. If the work is worth more, charge more. But in practice, raising a number without changing what sits underneath it rarely solves the actual problem....
