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....
by Dayanne Rojas | Dec 8, 2023 | Blog
Every tax season you can bet on two things with 100% accuracy… You will get introduced to a potential new client(someone who wants you to do their return for the first time). You will have to agree on certain services for a specific price. Data shows that over 90% of...
by Dayanne Rojas | Nov 13, 2023 | Blog
2026 is another pivotal year for tax and accounting firms. IRS instability is creating real uncertainty for clients who don’t know what to expect from their next filing. The TCJA’s future remains unsettled, keeping tax planning conversations complicated....
