The Client Guide Template

The Client Guide Template

Watch or Listen to this Post How to Get Higher-Priced Clients Without Any Selling If you want more revenue in your practice, there are only two basic options: Get more clients Sell more services to your existing clients What’s the dream for every tax & accounting...
The Ideal Discovery Blueprint

The Ideal Discovery Blueprint

Watch or Listen to this Post How to Structure Discovery Calls To Get More Ideal Clients Free consultations can be difficult no matter how long you’ve been doing them. You don’t want to give away a bunch of free tax advice. You may not be super comfortable trying to...
The Perfect Pricing Template

The Perfect Pricing Template

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...
The 10x Faster Onboarding Checklist

The 10x Faster Onboarding Checklist

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...
The Scope Enforcer Blueprint

The Scope Enforcer Blueprint

Watch or Listen to this Post How to Eliminate Scope Creep From Any Engagement In 4 Easy Steps Death by 1,000 cuts. A client calls with a “quick question” about something they think is simple, but it turns into an hour and a half of free tax planning....
The Easy Client Advisory Worksheet

The Easy Client Advisory Worksheet

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...