Jan. 31, 2024

281 4 Pricing Problems Solved with Kathy Hayden, EA

281 4 Pricing Problems Solved with Kathy Hayden, EA

THIS WEEK’S EPISODE

Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”

In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. 

Her challenges were:

  1. Repricing legacy clients
  2. Removing tax preparers from being involved in the billing
  3. Making prices consistent across the board
  4. Visibility into clients’ income interfering with objectivity 


She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.


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If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


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Listen to other stories from 1:1 clients:

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15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

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How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA

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Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA

Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

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GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

  • How high can I go on prices without sending my clients running?
  • What do you think of my niche?
  • How do I upsell my legacy clients?
  • What’s the script for talking to prospects about higher-level and Advisory services?
  • What do I put in my tiered packages?


Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 

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DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:

  • Get guidance on prices, packages, and becoming more specialized
  • Disengage problem clients without blowing a hole in your firm
  • Have community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountability

Make more progress faster and with more ease. Guaranteed to get you down to 40 hours.
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