Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7THIS WEEK’S EPISODEPricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too dau...
Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7
THIS WEEK’S EPISODE
Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”
In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone.
Her challenges were:
- Repricing legacy clients
- Removing tax preparers from being involved in the billing
- Making prices consistent across the board
- Visibility into clients’ income interfering with objectivity
She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.
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For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
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For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
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Get your FREE 7 Pricing Essentials for CPAs and EAs here:
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