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.