by William Hamilton | May 14, 2023 | Client Success, Revenue
Watch or Listen to this Post How to Find the Perfect Price for Any Tax Client Picking a “fair” price for a client is stressful. If you’re like many of the small firm owners we work with – You want to be paid what you’re worth but hate the thought of...
by William Hamilton | May 13, 2023 | Client Success, Operations
Watch or Listen to this Post 3 Secrets to Onboarding Tax Clients 10x Faster Onboarding clients can be a nightmare if you don’t have a clear structure for your onboarding process. The amount of data and documents you need from clients can be overwhelming. It’s easy to...
by William Hamilton | May 11, 2023 | Client Success, Operations
Watch or Listen to this Post How to Structure Your Client Advisory Services (The Easy Way) Automation, AI, and Bots, will all play a larger role in the tax & accounting industry over time. How can you compete with “the machines?” Go deeper with clients. Every...
