Taxplow

Command premium fees for your accounting and tax practice using AI

Founder

Bizpayo

Co-founder and Chief Strategy Officer (CSO)

Howard Advisory, LLC

Growth and Profit Advisor

Gartner

Senior Analyst

Helping accountants get to their first $1M and beyond

My story begins years ago when I had an advisory firm but was struggling to increase margins.

I was a one person practice 100% remote.

I was trying to be everything to everyone.

I did not have a niche.

I did not have an ideal client.

I took any business that would hire me.

I did not stand out among the thousands of other consulting firms.

I competed mostly on low price. 

My friends and family would always see a stressed-out, black circles under eyes, 80+ hours/wk working person would have zero personal life.

I took a hard look at my business and found a lot of waste.

Too many services and too many different kinds of clients.

I decided that I needed to focus.

I began to focus on how I could productize my services.

With a business partner I helped develop an automated payment and Google reviews platform (BizPayO) that helps accountants get paid faster, without the expensive fees and which snagged a Google Review after every successful payment.

Through the payment app I found that most accountants were not charging enough.

That inspired me to launch a second SaaS company, a pricing application (Taxplow) that shows accountants what they should be charging based on the services they offer, their location, the client’s situation, and a couple dozen other key data points.

But the problem is bigger than this.

Accountants needs help differentiating themselves and coming up with a unique offering.

One that would help create a moat around their business.

So they would not become just another H&R Block or low-cost accounting firm that would position them as just a commodity.

I'm now sharing everything I learned over the years.

How to to run a 100% remote accounting firm and create a truly unique offering.

If you are an entrepreneurial accountant or tax pro, join me and follow along my journey.

My mission is to create one million, 100% remote, diversified solopreneurs by 2026.

All aboard. 🚆

Marc Howard

Cardinal Thrive, LLC

LevitZacks, Certified Public Accountants

Senior Tax Accountant

Robert Half Finance & Accounting

Recruiting Manager

Baker Tilly Virchow Krause, LLP

Staff Accountant

Arthur Bell, Certified Public Accountants

McCormick

Corporate Tax Intern

Grant Thornton LLP

Tax Advisory Intern

Sirius XM Radio Inc.

Business Processes Intern

Boland

Accounting/Human Resources Intern

Sovereign Bank

Customer Service Representative

If you are an accounting or tax firm owner that has big goals for 2025

Theres only 2 ways you can grow towards hitting those targets

#1 which is the most common one…

is bringing in more clients for your traditional services like accounting and tax

For many of you I know the idea of bringing in more of the same is terrifying

Youre already working with tons of accounting and tax clients 

you’re overworked 
you’re overwhelmed 
you're stressed out
you're pushing towards tax deadlines 
you're missing time during busy season that you want to be spending with your family 
you’re working weekends
you may even have health issues coming up from all the stress and overwhelm with client delivery

What if i told you theres a different way

A simpler way

And that way is making your current and future clients worth more

The way that we do that is through packaging and selling high profit premium services

These are monthly services like advisory and cfo that allow us to communicate in a very compelling way to our clients not just how we can help them with traditional compliance

But how we’re going to help them achieve their goals together 
and be their strategic partner together

So we're able to create much more impact with fewer clients while generating more profit

And this doesnt require much more fulfillment time

I was on a call with an accounting firm owner that had a goal that they wanted to increase their revenue for the year by 30%

And we determined that it would take 120 additional tax clients to hit their revenue goal for the year

We also did the math on how many premium monthly clients it would take to achieve their revenue goal..and we came to

3 to 4 additional clients.

To match the same revenue it would take by bringing in 120 tax compliance clients 

and all the overwhelm, client work, and communication that comes with that

We’ve worked with over 215 accounting firm owners to help them package promote and sell these premium monthly services

We’ve gotten this down to a science. 

We’ve seen many accountants add 6 and multi-6 figures by implementing this

And I am so passionate because I see this amazing path for so many more firm owners to move away from all the stress 

and to live a more fulfilling life by having a more fulfilling business

If you’re interested in learning more, I did a training that covers the systems our clients are implementing to sell these services to their current and future clients

If you want the training, just message me “Premium” directly and I’ll get it over to you.

Here’s to your success

Charlie Price, CPA

taplio

The Battle

Marc Howard

Charlie Price, CPA

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