Current Masterclass Recordings and Prior Year Archives
Top Strategies as we Anticipate Tax Season
Whether we like it or not, we are looking into another tax season ahead of us. And if you anticipate making changes to your tax client base for tax season, November was the time to start your messaging. We’ll also explore our positioning as tax professionals and seek to understand how we stack up against our competitors (and the software companies we compete with as well!). In this Masterclass, we’ll do some fun community wide polling to see where we all stand on pricing!
- To explore our differentiation as tax professionals, and how we stack up to Intuit as a major competitor (and what to think about that).
- To determine how to cull a client base, and only work on our highest value output within tax season (and how the market is changing to push us upstream).
- To explore how our tax services are part of our differentiation. We’ll discuss ways to add in high value opportunities and processes into the service of your tax clients.
RAISE YOUR PRICES DURING INFLATION
We explain what the Fed is doing to balance our economy (macroeconomics), and what our response can and should be as firm owners (microeconomics).
PRINCIPLES AND PRACTICES OF SHARING FINANCIALS WITH CLIENTS IN MEETINGS
This is a dive into the creativity of accounting, the freedom we have to display numbers to clients, and what our goals are to transform our clients.
The First 90 Days of Hiring
We learn the importance of a new team’s journey in the first 90 days. We discuss the labor market, why it seems backwards, and how firms are managing this difficulty.
Development and Communication of Advisory Work
We teach 4 key principles for firms to understand in developing advisory work in the firm, and a real life example of how advisory work revealed itself in the blumercpas firm.
Pricing Practices part 1
We introduce the ‘Ecosystem of Pricing Professional Services.’ We bump this up against the client’s journey, how they are feeling through the model, and define what pricing actually is.
Pricing Principles part 2
This is part 2 of a 2 part series. Watch Part 1 first as they are related. We compare our previous Ecosystem from the Part 1 class to the ‘Ecosystem of Billing for Services’ in this part 2 class.
Prototype Components Model For Growth
This is the deep dive into Thriveal’s proprietary model of growth. This growth model is the basis for our Community Group meetings and is taught more deeply in our Thriveal Programs. Unlike other models in the marketplace, this model is specifically for service based entrepreneurs seeking to scale their companies in sustainable ways.
Strategic Calendar Work Blocking
This is the calendar workblocking methodology specifically designed by Jason and Julie and how they lead blumercpas and thriveal. This is a methodology that many Thriveal firms also follow.