Rightsizing Your Accounting Firm Before Tax Season

Roger Harris is joined by Amanda Aguillard, COO of Padgett, to share what they heard from accounting firm owners on this summer's IRS and association conference tour: owners are tapped out and don't know where to start. Amanda walks through Padgett's right-sizing framework (the right work, for the right clients, at the right price, with the right staff). She covers why a "simple" $1,000 business return can hide $7,000 to $8,000 of unbilled cleanup, how to grade every client A through F, and why fewer than 10% of clients walk away from a price increase. With next tax season approaching, she argues that pricing is the one fix that makes everything else possible, from hiring to advisory work.

Sponsors

Padgett -  Contact Padgett or Email Jeff Phillips

Link to Resource

https://www.padgettadvisors.com/join/the-rightsizing-playbook/

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Chapters

(00:00) - Welcome and Guest Intro

(02:29) - Amanda’s Career Journey

(05:08) - Conference Pain Points

(06:20) - Right Sizing Framework