The Client Fit Checklist

The Client Fit Checklist

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,...
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 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. A client...