I just spent the last week going through my own firm's pricing — bookkeeping retainers, tax prep fees, all of it. Found clients I'd been undercharging for years. Found an error in my own engagement letter template that was underquoting every new client who signed it. Found almost $16K in work I'd done this season with no defined price behind it at all. None of this was some big dramatic failure. It's just what happens when you build a firm fast and don't come back to check the fundamentals. Most of you reading this have the same thing sitting in your books right now — you just haven't run the numbers yet. So starting today, I'm running a full series in IAM Tax & Accounting University — the exact operating system I use to grow this firm, taught lesson by lesson, applied to tax and accounting instead of generic "business advice." Here's what's coming: → Raising Your Fees Without Losing Clients (today) — why undercharging is the certainty, not the risk, and the exact math and script to fix it → Pricing Your Services — building a fee structure that scales instead of guessing every time a new client asks "how much?" → Fast Cash — where to find money already sitting in your firm before you chase a single new lead → Your Marketing Machine — turning referrals and content into a system instead of hoping it happens → Hooks — getting a prospect's attention in the first five seconds, before they scroll past → Branding — becoming the name people think of first in your niche, on purpose → Lifetime Value — moving clients from a single tax return to bookkeeping, advisory, and beyond → Retention — keeping clients past the first renewal, every renewal → Closing — turning consultations into signed engagements without feeling like a salesperson → Proof — building instant credibility with a stranger who's never heard of your firm Same format every time: what I actually did in my own firm, then the framework so you can run it in yours. Lesson 1 starts today: Raising Your Fees Without Losing Clients.

The IRS just kicked off its "Protect Your Clients; Protect Yourself" campaign. Five weeks, one theme: tax pros are the #1 target for identity thieves right now. Not because we're careless. Because we sit on exactly what they want, in one place, for hundreds of people. Here's what I'm doing this week to tighten things up, and what I'd check if I were you: 1. Who actually has access to your client files? Not "who's supposed to have access." Pull the actual list. Former employees, old contractors, that one login you meant to deactivate in March. If you can't answer this in under two minutes, that's your first fix. 2. Is MFA on for every login that touches client data? Software, email, cloud storage, portal. Not just the ones that nag you about it. One unprotected login is the only door a thief needs. 3. Do you have a written data theft response plan? Not in your head. Written. If your systems got compromised tomorrow, would you know who to call first (it's your local IRS Stakeholder Liaison, not the media)? Most firms find out they don't have a plan the same day they need one. 4. Are you actually encrypting what you send, or just assuming your software does it? Check. Don't assume. None of this is glamorous. It's also the difference between a bad week and losing your PTIN, your clients' trust, and possibly your practice. Drop in the comments: what's one gap you found when you actually checked? (Full five-week checklist here: https://www.irs.gov/tax-professionals/protect-your-clients-protect-yourself. Worth the ten minutes.)

TOP SECRET. DO NOT SHARE THIS LINK... lol This thing is loaded. Main stage keynotes, AI panels, fireside chats, M&A conversations — all in one place. Breakouts are grouped by conference day so you can binge by theme: AI, tech stacks, risk, IRS enforcement, branding, modern advisory. Sessions worth your time: - From Systems to Scale: Building a 7-Figure Modern Accounting Firm - The Death of the Clock: Pricing in the Age of AI - Automate the Boring Stuff: Workflows That Run While You Sleep - How the IRS Is Using AI (and what to do when the bot comes knocking) - Calm, Not Chaos: A Practical Approach to Business Risk - Scaling Without Headcount: Designing the AI-First Firm of 2026 - Practical AI in Tax Prep, zero-entry accounting, IRS audit protection, subscription pricing, hybrid/onshore/offshore models If you're an accountant or bookkeeper who wants to build a profitable, modern firm, this is a full conference in your pocket. Find the sessions that hit your current pain points. Take notes. Implement one idea per week. Come back and thank me later. START LEARNING NOW

If I've helped you with taxes, tax strategy, saved you money, or taught you something valuable—your support would mean a lot. Here is the link to vote: https://lnkd.in/eB5agTWt Voting closes tomorrow (Tuesday, April 28). I also have a helpful video that walks through the quick voting process. https://lnkd.in/eWrvbGFd

If content has been the one thing you keep pushing off — this is a no-brainer. A company I trust is running a FREE 1-week content experience specifically for people creating content in tax, accounting, and finance. This is a great chance to: • finally start posting without overthinking • get structure around what to post as an accounting pro • turn your knowledge into educational content • build momentum without paying for another program No upsell pressure. No long-term commitment. Just a free way to get content out there. If you’ve been saying “I know I should post, I just haven’t…” — this is your sign. 👉 Register here: https://trial.growdit.in/ If you join, drop a comment and let the community know 👊🏽 Let’s get some of you visible.