5 ways to increase margins with your tax clients
November 4, 2022
Increasing fees with clients is tough. You have to find the balance between being firm but compassionate and clearly explain your value, otherwise you risk losing the client.
Our trusted partner SmartPath has helped more than 1,300 firms successfully increase their fees without losing clients using their tried and true method. Attend an upcoming workshop to learn more and watch the video below with the workshop’s instructor and SmartPath co-founder, Will Hamilton.
Information included in this article is accurate as of the publish date. This post is not reflective of tax law changes or IRS guidance that may have occurred after the date of publishing.
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