Rightsizing Your Accounting Firm Before Tax Season.
Federal Tax Updates · Sep 28, 2026 · 57:21
Federal Tax Updates · Sep 28, 2026 · 57:21
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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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