As you’re probably aware, the tax and accounting world isn’t known for being the most cutting edge industry. Some practices still operate the exact same as they did decades ago, because… these approaches have stood the test of time – right?
In 2013, Ryan Lazanis, CPA founded Xen Accounting, one of the first 100% cloud-based accounting firms. Following its acquisition in 2018, he pooled together his experience and entrepreneurial skill to birth Future Firm. Through Future Firm, Ryan provides education, community, and coaching to help accountants develop a strong business model and create a scalable, systematic firm – all while improving their lifestyle.
Listen in to hear Ryan talk with Nate Hagerty (TaxProMarketer CEO) about pricing your services, preparing for a successful acquisition, the future of accounting, and building your firm so it is set for success today instead of stuck in autopilot.
Ryan currently educates over 7,000 firm leaders globally via his free weekly newsletter and coaches hundreds of successful accounting firms through his Future Firm Accelerate online coaching membership. Click here to learn more about the future of accounting:
Connect with Nate Hagerty
• Gain more clients and land more sales by understanding the goldilocks method of pricing.
• Sales, marketing, and pricing is all about psychology. If you build real relationship with clients, they have the confidence to pay your prices.
• If you’re planning to sell, clearly present your criteria to potential buyers.
• Clients typically don’t enjoy interacting with their accountants, and tax pros are more overworked than ever. Now is the time to structure your business in a way that embraces the future of accounting.
This episode is brought to you by TaxProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry.
Currently, TaxProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).
TaxProMarketer is a Keap Certified Partner and a Digital Marketer Certified Agency.