Pricing is one of the most important levers in running a successful firm.
That’s why I’m excited to announce the release of the brand-new 2025 Accounting & Tax Pricing Benchmark Report, which I helped put together with Ignition.
It’s packed with fresh data and insights that every firm owner should know.
And in this episode, I’ll share the key takeaways you can put into practice.
Listen below.
0:52 Ignition surveyed 219 U.S. firms, revealing a story that’s both encouraging and troubling.
2:24 The most overworked firm owners are often the ones charging the least — too much work for too little return.
4:43 Ask yourself this: if you can charge $1,200 for an 8-hour tax return, why only $400 for monthly bookkeeping you do year-round?
5:44 Deposit-taking strengthens cash flow, reduces unpaid bills, and signals professionalism — a practice I’ve urged firms to adopt for years.
8:07 The goal isn’t to keep every client — it’s to keep the right ones who value your work.
10:06 What matters to clients isn’t your costs, but the value you provide.
12:55 Don’t set prices on autopilot. Be strategic and adjust as costs evolve.
