by William Hamilton | May 18, 2023 | Operations, Revenue
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 Hamilton | May 15, 2023 | Operations
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...
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 12, 2023 | Operations
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...
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...
