In this older Financial Clarity conversation with Hannah Smolinski, I shared what happened when I first shifted my CPA firm toward tax advisory and value pricing.
I was nervous because the change was significant.
Some clients would be paying three to five times more than they had before.
So when I presented the new model to the first client, I was completely transparent and told him he was my "guinea pig" while I tested the approach.
His response surprised me.
He told me he had been waiting for me to offer a higher level of service and was happy to pay more if the results justified it.
That moment changed how I thought about pricing.
The issue was not simply whether the fee was higher. The client wanted to understand what additional value he was receiving.
As the firm moved further into tax advisory, we standardized more of the work, improved the client experience, and I eventually reduced my own time in the firm to around four hours a week.
For me, that was proof that changing the service model could benefit both the client and the firm.
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Jackie Meyer, Dr Jackie Meyer, Financial Clarity podcast, Hannah Smolinski, value pricing, tax advisory, tax planning, CPA firm, accounting firm, ROI Method, pricing strategy, accounting, accountant, CPA, firm growth, tax advisor, advisory services, tax strategy, business growth, practice management, accounting practice, client pricing, professional services #short
