Federal Tax Updates

The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm


Listen Later

Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.

Sponsors
Padgett -  Contact Padgett or Email Jeff Phillips


  • (00:00) - Welcome to Federal Tax Updates
  • (01:10) - Overview of Today's Podcast
  • (01:27) - Insights from IRS Forums
  • (02:43) - Key Challenges in the Industry
  • (04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges
  • (07:38) - Introducing Jeff Phillips on Hiring
  • (08:53) - Remote Work and Hiring
  • (28:41) - Introduction and Struggles with Pricing
  • (29:10) - Linking Pricing to Hiring Challenges
  • (30:08) - Consequences of Poor Pricing
  • (31:55) - Implementing a Pricing System
  • (33:35) - Client Reactions to Price Increases
  • (36:16) - Timing and Strategy for Raising Fees
  • (46:31) - Marketing and Growth Strategies
  • (48:07) - Importance of Online Presence
  • (50:52) - Leveraging Reviews and Referrals
  • (01:01:33) - Concluding Thoughts and Future Plans

  • Get NASBA Approved CPE or IRS Approved CE
    Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

    Connect with the Hosts on LinkedIn
    Roger Harris
    Annie Schwab

    Review
    Leave a review on Apple Podcasts or Podchaser

    Subscribe
    Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

    This podcast is a production of Earmark Media

    The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

    All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Federal Tax UpdatesBy Roger Harris, EA and Annie Schwab, CPA

    • 4.9
    • 4.9
    • 4.9
    • 4.9
    • 4.9

    4.9

    32 ratings


    More shows like Federal Tax Updates

    View all
    WSJ Your Money Briefing by The Wall Street Journal

    WSJ Your Money Briefing

    1,700 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    794 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    586 Listeners

    PwC's accounting podcast by PwC

    PwC's accounting podcast

    181 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    418 Listeners

    Talking Tax by Bloomberg Tax

    Talking Tax

    111 Listeners

    NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

    NerdWallet's Smart Money Podcast

    832 Listeners

    Tax Notes Talk by Tax Notes

    Tax Notes Talk

    90 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    337 Listeners

    Small Business Tax Savings Podcast by Mike Jesowshek, CPA

    Small Business Tax Savings Podcast

    249 Listeners

    The Long View by Morningstar

    The Long View

    894 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    802 Listeners

    The Long Term Investor by Peter Lazaroff

    The Long Term Investor

    138 Listeners

    On Investing by Charles Schwab

    On Investing

    305 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    9 Listeners