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Deeper Weekend 2014

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  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Scott Kregel
    Scott Kregel

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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Trustfile Thriveal Tech Review Header (2)For any small business selling products, sales tax is a time suck. Business owners are required to become experts on state specific requirements, nexus, and even county taxes. With a growing number of businesses selling online, states are cracking down on “out of state sales” and more and more businesses are finding themselves owing taxes in states in which they do business. Avalara was founded in 2004 to solve this problem and for the past 12 years, they have been a trusted leader in the industry. TrustFile is one of their many products built to give peace of mind to users and to allow them to run their businesses and stay compliant.

 

Core Features – 33/35 Read more

Category:
Tech Review
Comments:
0

Greg Kyte 2I have some regrets in life. One regret is that I never bought a Herman Cain for president t-shirt.
Not that I ever supported Herman Cain. I just thought it would be funny to wear a shirt supporting a goofy dude who said some weird stuff, who was leading the polls and whose campaign suddenly and comically self destructed.


So this campaign season I was determined to not make the same mistake. Because like they say: Fool me once, shame on you. Fool me twice, shame on Trump. Read more