by Dayanne Rojas | Oct 25, 2024 | Blog
You’ve had this client for years. You like working with them. They need help with questions about tax planning, managing their business, and whatever else pops up throughout the year. You’re billing them for their return and some accounting cleanup...
by Dayanne Rojas | Jul 24, 2024 | Blog
Competition among tax & accounting firms is intense, with firms now competing on a national level due to the shift to paperless operations. Even large firms face significant challenges. Targeting a specific, smaller market a “blue ocean” of ideal...
by Dayanne Rojas | May 6, 2024 | Blog
Were you happy with your margins this tax season? Pricing data shows (on average) that small tax and accounting firms are losing$24,700 a year through underbilling. Here are the Top 5 Pricing Trends we’re seeing small tax firms use to increase their margins. 1...
by Dayanne Rojas | Feb 12, 2024 | Blog
Does this feeling resonate with you? You want to increase your fees as tax season. You just really don’t know where to start… 🤔 You feel like you’re working harder than you’ve ever worked, but you don’t have enough profit to show for it...
by Dayanne Rojas | Jan 30, 2024 | Blog
Tax Season is exhausting. It’s also the one time of year where you’ll interact with every one of your clients… That’s why it’s the perfect opportunity to boost your margins for the rest of the year. Here are the 3 ways we see small firms increase margins during...
by Dayanne Rojas | Jan 18, 2024 | Blog
If you’re not charging your tax or accounting clients enough, This is your tax season to raise fees… Maybe you’re giving away too much free tax advice. Maybe clients are calling you for help, and you’re not getting paid for that time outside of your tax prep....
