The best structure for free consultations

Deciding what to charge the clients of your tax firm can be tricky – especially if you’ve been in the business for awhile and haven’t increased your fees recently.

You might feel like you’ll risk losing clients and revenue if you raise your fees, but there’s a way to go about it to prove your value. Learn more from our trusted partner SmartPath in a how-to video below. You can also download for free its Discovery Worksheet, which will help guide you through client meetings and discovery calls.