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Want help with your pricing?
See exactly what you could be charging for each
tax or accounting service you offer.
1. When Someone asks how much you charge...
The Client Fit Checklist
Use this simple two-question test to verify if a tax or accounting client is a good fit before you give them a free consultation.
2. When you need to raise fees with an existing client...
The Perfect Pricing Script
Use this script to set up an easy, no-pressure fee conversation with any client.
3. When you want to attract better clients...
The Client Guide Template
Use this template to "pre-sell" your higher-margin services before you even speak to a client.
4. When you need to create a proposal...
The Ideal Discovery Blueprint
Use this blueprint to double or triple the number of clients that say "Yes" to your proposals.
5. When you need to price a client...
The Perfect Pricing Template
Use this template to perfectly price any tax or accounting client in 3 easy steps.
6. When you want to onboard clients faster...
The 10x Faster Onboarding Checklist
Use this checklist to onboard clients 2-10x faster.
7. When you need to control scope...
The Scope Enforcer Blueprint
Use this blueprint when you're ready to completely eliminate scope-creep in your tax practice.
8. When you need a process for your advisory work...
The Easy Client Advisory Worksheet
Use this worksheet to provide high-margin advisory services to clients, using a simple 4-step process.
The Smart Tax Planning Worksheet
Use this worksheet to deliver tax planning services for any client.
10. When you need to feel confident about your pricing model...
The Beginners Subscription Pricing Guide©
Use this Guide to give yourself the best odds to win proposals and still protect your profits in today’s challenging environment.
11. When you need to customize your tax practice's referral system...
The Perfect Referral Marketing System for Tax Pros
Use this System to optimize your referral process to maximize your client's referrals and cash flow for your tax and accounting firm.
12. When you need to convert more visitors to ideal paid clients...
The Ultimate Tax Firm Website
Use this guide to optimize your tax firm’s website to increase your cash flow in your tax and accounting firm
13. When you need to incorporate subscription pricing into your offerings
The Essential Subscription Tax Services Template©
Learn and launch your subscription model correctly. Switching from clients paying $300/year to $50/month for a Tax Services Plan is MUCH EASIER.
14. When you need to boost your revenue during tax season
Email Template
Use this email template to: Boost your revenue during tax season.
Just copy/paste into an email.
Get paid for ALL your work.Say goodbye to low-margin tax engagements!
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