by William | May 18, 2023 | Growthplaybooks
Watch or Listen to this Post When someone asks what you charge for a tax return… We’ve been there, we’ve heard it a million times. “I only have a W-2, how much is that going to be?” or “I have a pretty basic return, how much is it going to cost?” These calls,...
by William | May 17, 2023 | Growthplaybooks
Why does talking to clients about fees feel so uncomfortable? You work hard. You’re a professional. You deserve to get paid for your services. But when the moment comes to say “your return is going to cost X” or “if you want help with that...
by William | May 16, 2023 | Growthplaybooks
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...
by William | May 15, 2023 | Growthplaybooks
Watch or Listen to This Post Free consultations are uncomfortable for most firm owners, regardless of how long they’ve been doing them. You don’t want to give away free tax advice. You may not feel natural trying to sell yourself. And without a clear...
by William | May 14, 2023 | Growthplaybooks
Picking a fair price for a client is stressful. If you’re like many of the small firm owners we work with, you’ve probably felt at least one of these: You want to be paid what you’re worth, but you hate the thought of upsetting a client. You’re...
by William | May 13, 2023 | Growthplaybooks
Watch or Listen to This Post Client onboarding can be one of the most time-consuming parts of running a tax or accounting firm. The data you need from clients can be overwhelming to track. Items get missed. Clients drag their feet. And the back-and-forth follow-up...
