The Three Pillars: Hiring, Pricing, and Marketing Your Way to a Sellable Firm

Drawing from insights gathered at five IRS tax forums this year, Roger and Annie are joined by Jeff, Amanda, and Katarina to tackle the three most pressing challenges facing small accounting firms. From remote hiring strategies to why 90% of clients accept fee increases to essential marketing basics, this episode shows how hiring, pricing, and marketing work together to create a thriving, sellable practice. Whether you're drowning in capacity issues or preparing for eventual retirement, these proven strategies offer a roadmap out of the daily grind. Sponsors Padgett - Contact Padgett or Email Jeff Phillips (00:00) - Welcome to Federal Tax Updates (01:10) - Overview of Today's Podcast (01:27) - Insights from IRS Forums (02:43) - Key Challenges in the Industry (04:20) - Deep Dive into Hiring Issues Pricing Strategies and Challenges (07:38) - Introducing Jeff Phillips on Hiring (08:53) - Remote Work and Hiring (28:41) - Introduction and Struggles with Pricing (29:10) - Linking Pricing to Hiring Challenges (30:08) - Consequences of Poor Pricing (31:55) - Implementing a Pricing System (33:35) - Client Reactions to Price Increases (36:16) - Timing and Strategy for Raising Fees (46:31) - Marketing and Growth Strategies (48:07) - Importance of Online Presence (50:52) - Leveraging Reviews and Referrals (01:01:33) - Concluding Thoughts and Future Plans Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Connect with the Hosts on LinkedIn Roger Harris Annie Schwab Review Leave a review on Apple Podcasts or Podchaser Subscribe Subscribe to the Federal Tax Updates podcast in your favorite podcast app! This podcast is a production of Earmark Media The full transcript for this episode is available by clicking on the Transcript tab at the top of this page All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.