The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/37/28/31/3728314f-b1aa-521d-4ff9-dc807fe8f850/mza_1797824229601136111.jpg/600x600bb.jpg

Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

69 episodes

1 day ago

CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.

All content for Federal Tax Updates is the property of Roger Harris, EA and Annie Schwab, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm

Federal Tax Updates

1 hour 3 minutes

1 week ago

The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm

Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

(00:00) - Welcome to Federal Tax Updates
(01:10) - Overview of Today's Podcast
(01:27) - Insights from IRS Forums
(02:43) - Key Challenges in the Industry
(04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges
(07:38) - Introducing Jeff Phillips on Hiring
(08:53) - Remote Work and Hiring
(28:41) - Introduction and Struggles with Pricing
(29:10) - Linking Pricing to Hiring Challenges
(30:08) - Consequences of Poor Pricing
(31:55) - Implementing a Pricing System
(33:35) - Client Reactions to Price Increases
(36:16) - Timing and Strategy for Raising Fees
(46:31) - Marketing and Growth Strategies
(48:07) - Importance of Online Presence
(50:52) - Leveraging Reviews and Referrals
(01:01:33) - Concluding Thoughts and Future Plans

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

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.