Stop wearing your hours worked as a badge of honor.

The Disruptors

With Liz Farr

A few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “I will say it's scary,” she says. “And when I pushed the button and then sent the email, I was like, 'Oh, what'd I do?” But she quickly realized that she was doing the right thing. “This is where we need to move to.”

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Instead of continuing to accommodate the clients who were resistant to using technology, who wanted to continue dropping off documents, and who no longer fit her business model, she decided that “it would be okay if none of them stayed.” While she did get some pushback for the increase in fees that would accompany a higher level of service, she did get some who happily responded, “Sign me up!”