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281 4 Pricing Problems Solved with Kathy Hayden, EA
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THIS WEEK’S EPISODE
Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”
In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone.
Her challenges were:
- Repricing legacy clients
- Removing tax preparers from being involved in the billing
- Making prices consistent across the board
- Visibility into clients’ income interfering with objectivity
She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.
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Hey CPA firm owner, glad you found the podcast.
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Listen to other stories from 1:1 clients:
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15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
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…
Want to get your life back while protecting your revenue?
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STOP WORKING WEEKENDS
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GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
- How high can I go on prices without sending my clients running?
- What do you think of my niche?
- How do I upsell my legacy clients?
- What’s the script for talking to prospects about higher-level and Advisory services?
- What do I put in my tiered packages?
Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full.
DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
- Get guidance on prices, packages, and becoming more specialized
- Disengage problem clients without blowing a hole in your firm
- Have community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability
Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
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Want info on Down to 40 Hours CPA Mastermind? Check out:
geraldinecarter.com/down-to-40-hours-cpa-mastermind
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