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Deeper Weekend 2014

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  • Adrian Simmons
    Adrian Simmons
  • Bryan Coleman
    Bryan Coleman
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    Greg Kyte
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    Ian Crook
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    Jason Blumer
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    Jennifer Blumer
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    Scott Kregel

Greg Kyte 2H&R Block is not cheap, their customer experience isn’t great, and their ackquoorisee is as good as my spelling. But be honest. Is your firm better? How do you know? More importantly, do your clients know?

 

Price is easy. After writing my post on their pricing, I talked to one CPA who said he’s charging half of what H&R Block does. Half! He’s a CPA! Fortunately he can solve his pricing problem by taking his clients’ documents to H&R Block, have them prepare the return (he’s under no obligation to file with H&R Block), get their pricing, fix the return, charge $50 more than H&R Block, and tell his clients exactly how H&R Block was going to screw them. Brilliant! And it only breaks one confidentiality rule!¹

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Category:
Taxes
Comments:
1

Greg Kyte 2Two years ago, I let Liberty Tax eff up my taxes. This year I allowed H&R Block to do it. In last month’s post, I wrote about H&R Block’s weird-ass pricing. Next month, I’ll tell you all about how hard their accuracy sucked. This post, however, is my story about the H&R Block customer experience.

 

But this is only my experience. H&R Block files millions of returns every year. So you can’t generalize based solely on one experience. But I will anyways because it’s fun to generalize based solely on one experience.

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Category:
Customer Experience, Taxes
Comments:
2

Greg Kyte 2Two years ago, I had Liberty Tax do my taxes. Bad Experience. Bad Pricing. They lost my children. Great dance opportunity.
This year I did it again, but this time I went to H&R Block to see how The Block would do. Over the span of my next three blog posts, I’ll to go in detail about H&R Block’s pricing, their customer experience, and their accuracy.¹

 

Greg HR Block

 

This post is the one about pricing. But first, I need to tell you how I got here. Read more

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If you feel like your firm is controlling you, or you know you can do better with your clients, then join us for an online free orientation of the Thriveal Incubator 5 month coaching course to find out how you can love your firm and clients again! Orientation is on Tuesday, September 13th, from 3 to 4 pm, EST. Register now for orientation.

I’ll be there (Jason Blumer, CPA) and you can ask me anything you want! What are you waiting for?!?! Register now.

Category:
Coaching
Comments:
0
Jason BlumerNo one is really talking about how hard it is to change your compensation structure in a Nontraditional firm. At least, I haven’t seen the articles anywhere. By way of definition, Nontraditional here means that you do not bill your time to the client, or you price all work up front, or you may offer services as a product, allowing your client to pay for their services on a monthly recurring draft or invoice.

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bryanI hear the term “lifestyle business” a lot these days.  It’s not uncommon for this to be, or become, the goal of many fellow Thrivealists. The name itself has a specific allure for those who could never achieve that mythical state of corporate nirvana: the fabled work-life balance.

Since the term has become so common, I wanted to explore what this looks like and how it compares to a previous lifestyle goal.

First, let’s define the term: “A lifestyle business is a business set up and run by its founders primarily with the aim of sustaining a particular level of income and no more; or to provide a foundation from which to enjoy a particular lifestyle.” (Wikipedia) Read more

Category:
Cliff Jumpers, CPA firm, Personal Growth
Comments:
0