When I transitioned my CPA firm into a tax advisory model, I knew not every client would say yes.
In this older Financial Clarity conversation with Hannah Smolinski, I explained how I handled that shift.
I reviewed clients one by one.
For each client, I built a proposal around the potential tax savings, the fee, and the service package I believed made sense.
Then I presented the new model.
Some clients accepted it.
Some did not.
The part that mattered most was deciding in advance what a "no" would mean.
For me, the firm was moving fully into tax advisory.
I did not want to keep the old model running in the background every time a client resisted the change.
If a client did not want the new service, that was okay. I was willing to refer them elsewhere.
We did lose some clients.
But the revenue gains from the clients who stayed were much more substantial than what we lost.
That experience taught me that a business model transition requires more than a new price.
It requires clarity about who the firm is built to serve and what services you are willing to keep offering.
Subscribe for more conversations about tax advisory, value pricing, the ROI Method, and building a CPA firm with more intention.
Jackie Meyer, Dr Jackie Meyer, Financial Clarity podcast, Hannah Smolinski, CPA firm, accounting firm, tax advisory, tax planning, value pricing, ROI Method, pricing strategy, client management, client retention, firm growth, accounting, CPA, accountant, business growth, advisory services, professional services, client transition, tax advisor, practice management #short
