Roger Harris is joined by Amanda Aguillard, COO of Padgett, to share what they heard from accounting firm owners on this summer's IRS and association conference tour: owners are tapped out and don't know where to start. Amanda walks through Padgett's right-sizing framework (the right work, for the right clients, at the right price, with the right staff). She covers why a "simple" $1,000 business return can hide $7,000 to $8,000 of unbilled cleanup, how to grade every client A through F, and why fewer than 10% of clients walk away from a price increase. With next tax season approaching, she argues that pricing is the one fix that makes everything else possible, from hiring to advisory work.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsLink to Resource https://www.padgettadvisors.com/join/the-rightsizing-playbook/Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters

Welcome and Guest Intro

Amanda’s Career Journey

Conference Pain Points

Right Sizing Framework

CEO Mindset Shift

The Hidden Work Trap

Advisory Capacity Opportunity

Client Census and Grading

Pricing Fears and Reality

Emotionless Pricing Mindset

Exceptions Not Strategy

Drop The Guilt

Objective Pricing Framework

Complexity Risk Value

Profitability Benchmarks

Pricing Enables Hiring

Case Study Cutting 1040s

Raise Fees Now

Clients Accept Increases

Rip The Band Aid

Pricing Beats Tech

Wrap Up Resources