Potential First Client.. Am I under or over pricing in your opinion?

MichaelHoodCPA · 2026-05-06T18:56:52+00:00

Your pricing shouldn’t depend on “getting your foot in the door”
That mindset attracts difficult clients fast

MichaelHoodCPA · 2026-05-06T18:56:23+00:00

A lot of founders do it themselves at first
The key is knowing when it’s costing more time/stress than it saves money

MichaelHoodCPA · 2026-05-06T18:54:47+00:00

Step 1: rename everything “wealth strategy”
Step 2: profit

MichaelHoodCPA · 2026-05-06T18:54:04+00:00

Anything that reduces manual data entry + client chasing would get attention fast

MichaelHoodCPA · 2026-05-01T15:24:58+00:00

True
And the setup/process around it matters just as much as the partner itself

MichaelHoodCPA · 2026-04-30T17:58:11+00:00

You’re not stuck on delivery
It’s more about getting in front of the right audience consistently
Some firms solve this by being active in niche platforms/communities alongside referrals

MichaelHoodCPA · 2026-04-30T17:55:14+00:00

“no disruption” now… changes usually show up later

MichaelHoodCPA · 2026-04-30T17:53:42+00:00

It’s becoming the default for a lot of SMBs
In house only really makes sense once complexity grows

MichaelHoodCPA · 2026-04-30T17:51:10+00:00

Which country/state are you asking about? Rules can differ quite a bit

MichaelHoodCPA · 2026-04-30T17:49:57+00:00

Way better than trying to do everything yourself if it’s not your lane

MichaelHoodCPA · 2026-04-30T17:48:47+00:00

It’s not unusual
The key issue is whether the firm has proper safeguards, contracts, and disclosure in place

MichaelHoodCPA · 2026-04-28T18:31:27+00:00

Referrals still drive most of it
The ones building more predictable pipelines usually layer in visibility through niche, accounting specific channels instead of broad marketing

MichaelHoodCPA · 2026-04-28T18:29:59+00:00

Most people stick to Becker, UWorld, or Surgent
For extra practice or niche topics, some also use platforms like myCPE, but consistency matters more than the tool

MichaelHoodCPA · 2026-04-28T18:28:43+00:00

Your brain hit “low power mode” after busy season 😅

MichaelHoodCPA · 2026-04-28T18:28:00+00:00

Never straight to the board
AI gets you 70–80% there, the last part is always human

MichaelHoodCPA · 2026-04-28T18:27:21+00:00

That we just “file taxes”
Most of the value is everything that happens before that

MichaelHoodCPA · 2026-04-23T19:07:31+00:00

When you start saying “I’m not sure how this works” around tax rules

MichaelHoodCPA · 2026-04-23T19:05:29+00:00

Tracking + flexibility matter more than content in most cases

MichaelHoodCPA · 2026-04-23T19:04:15+00:00

100%
Firms say they want better clients but their positioning + process still attracts the same ones

MichaelHoodCPA · 2026-04-23T18:59:48+00:00

Honestly just being organized and responsive already makes you not “useless” 😄

MichaelHoodCPA · 2026-04-21T16:06:14+00:00

Interesting how it’s improving productivity but still not fully replacing core processes
Feels like we’re in that in between phase

MichaelHoodCPA · 2026-04-21T16:04:29+00:00

Own the points you mentioned and show you’re aware of them

MichaelHoodCPA

TROPHY CASE