Pivot from tradition — Innovative approaches to billing | Tax Section Odyssey
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Pivot from tradition — Innovative approaches to billing | Tax Section Odyssey

23 days ago · 31 min listen

Explore the tax universe.

Subscribe to the Tax Section Odyssey podcast series wherever you listen to your podcasts and check out our library of past episodes.

In this episode

As a tax practitioner during the revolving door of tax law changes this year, you might have asked yourself questions such as:

  • Can I bill my clients for PPP loan assistance?

  • How do I bill my clients for employee retention credit consultations?

  • How do I get my long-time clients to value and agree to pay for the high-quality services that I offer each year?

If any of the above apply, we have some tips. Loren Fogelman, a business coach for accounting professionals at Business Success Solution, provides some best practices on how to innovate your billing practices for the future.

What you’ll learn in this episode

  • Low-value vs. high-value clients (2.07)

  • Ways that firms and practitioners can attract the right kind of clients (6.52)

  • How firms determine whether it is time to move on from a client relationship (9.18)

  • Step-by-step process to raise rates for existing clients (11.53)

  • How to determine package services and pricing (14.40)

  • The lowdown on timesheets and hourly rates (18.48)

  • Formula for best pricing (20.22)

  • How to handle situations when clients do comparison shopping with each other (24.10)

  • Four takeaways on clients’ perceptions of value (27.08)

AICPA resources

  • CPA Marketing Toolkit — These tools help you demonstrate your strength as a trusted adviser, assisting with all aspects of your clients’ financial situations.

Other resources

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you’re not already, consider joining this prestigious community of your tax peers. You’ll get 15 hours of free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a subscription to The Tax Adviser.

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