Level Up: Tax Practice Growth Tips

On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan.

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Chapters

• (00:00) - Federal Tax Updates Episode 14
• (01:02) - Welcome to Federal Tax Updates
• (09:55) - What to do with a client that is not experienced with technology?
• (14:12) - What technologies can be brought to improve your service?
• (19:37) - What can developing a niche do to help your firm?
• (29:12) - What do people mean when they talk about Subscription Pricing?
• (37:56) - IRS released OPR information reminders for succession plans
• (47:02) - Recent IRS updates to be aware of.
• (52:06) - Thanks for listening and please subscribe so you don't miss an episode

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Roger Harris
Annie Schwab

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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.