by William Hamilton | Aug 11, 2023 | Client Success, Operations, Revenue
Watch or Listen to this Post When you need to do tax planning for a client… Nobody wants to pay more in taxes than they have to. Besides not wanting to deal with the paperwork, potential tax savings is one of the top reasons why clients choose to work...
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...
