Tonight's the one where I found out I'd already been doing something right for years without ever knowing what to call it. Last week was about raising your prices. Tonight is different. It's about the model behind the price, the thing that decides whether raising it even works long term. I went through every service I sell and mapped out how I was actually pricing it. My tax planning turned out to already be priced the smart way, a real minimum plus a share of the savings I find, without me ever naming it. My bookkeeping was the opposite. Priced from guesswork, no real numbers behind it. So I tracked actual hours against my actual team cost for months and found out what my clients were really costing me to serve. Lesson 2: Pricing Your Services is live tonight! Three pricing models almost every firm owner unknowingly picks between, explained simple enough that it'll actually stick. The math on why a price increase beats chasing new clients almost every time. And a framework for figuring out which of your own services needs to move off cost-plus first. Bring your own numbers if you've got them. We'll do the math live. See you in there.

I went through my own firm's pricing this week. Found clients I'd been undercharging for years. Found an error in my own engagement letter that was underquoting every new client who signed it. Here's the thing most preparers get wrong. You think raising prices means losing clients. The real risk is the opposite. Every year you don't raise prices, you lose money for certain. Losing a client is just a possibility. Quick example. Say you have 80 clients averaging $300 a return. That's $24,000. Raise your fees 15 percent and your new average is $345. Here's what happens at different client counts: - Keep all 80: $27,600 (up $3,600) - Lose 5: $25,875 (up $1,875) - Lose 10: $24,150 (breakeven) - Lose 15: $22,425 (down $1,575) You'd have to lose 1 in every 8 clients just to break even. Most well-communicated increases lose firms 3 to 5 percent, not 13 percent. Your move this week: pull your own client count and average fee, run this same math, and find your breakeven number. Drop it in the comments if you want a gut check on it.

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.

I’m setting up a weekly virtual coworking session to help you get more done with support and accountability. I’ll lock in the day based on this poll and start next week. Please vote in the next 48 hours so your preference is counted.

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