ACCOUNTANTS - BOOKKEEPERS - TAX PROFESSIONALS
Transform Lower-Value 1040 and Bookkeeping Clients into High-Profit, Recurring Revenue
Confidently price your services based on outcomes, not hours. Generate tax, bookkeeping and outsourced CFO strategies using AI in seconds, not days.
Results from Our Members
Sadowski & Co. CPAs - Closed $1M in new clients
We closed just about a million dollars in new sales using Taxplow, and I think first and foremost, the benefit of Taxplow is it demonstrates to our clients our commitment to technology.
Cohesion Advisors - Zero to $120,000 per month
With Taxplow, we've gone from zero dollars in recurring subscription revenue to about $120,000 a month with the goal being at about $200,000 a month by the end of 2024.
Deese & Co. CPAs - Recovered over $500,000 for client
This year with Taxplow, one thing we were able to do was save a client well over $500,000 in federal income taxes. It actually calculated a nice fee for us. I think we would have probably left a lot on the engagement...
Taxplow is for firms that...
Want predictable recurring subscription revenues
Don’t want to underquote, as compared with other firms
Take more than 2 hours to send your engagement after the initial conversation
Take time calculating & thinking about the fee for new clients
You want to align your fees with the value and outcomes you deliver
Are in geographical location that makes you feel that you need to charge less
Feel that selling is not your core strength
Want to eventually sell or merge your practice for a higher multiple
Want to raise fees for existing clients who are underpaying
Want your clients to understand your value and why they need YOU
Is Taxplow a good fit for my firm?
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Firms in our "sweet spot":
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Revenue between $100K to $5M
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1 - 10 staff members
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Desire to eventually sell firm for a higher multiple
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Desire to convert to more business clients
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Understands how MRR makes your firm more valuable
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Want the option to have more junior members closing sales while you focus on better service
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Your firm currently offers any of the following:
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Tax preparation and compliance
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Tax planning and advisory services
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Bookkeeping and Outsourced CFO services
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Financial Planning and Analysis (FP&A)
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Fractional CFO services
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You have a desire to differentiate your practice leveraging technology (and wow your clients!)
TAXPLOW COMMUNITY
FREQUENTLY ASKED QUESTIONS
What exactly is Taxplow? Is this software or a coaching program?
Taxplow is a cloud-based platform that guides you on the right questions to ask, what you should charge based on our AI-powered Outcome-Driven Pricing™ technology, how much you can potentially save each client vs what they are doing without you, and an engagement system that closes on average 80%. This is not software where you have to figure out yourself or another program where you watch a bunch of help videos or suffer “group coaching”. You get direct support from our founder Marc Howard, which is why it's limited to only 5 firms per month as we scale-up our team.
Will this work if I already have a pricing system in place?
If you’ve gotten this far chances are you are starting to question your own pricing system. Whether that’s cost-plus, menu pricing or some variety of value pricing, Taxplow does the heavy lifting and is the only system to combine our AI-powered Outcome-Driven Pricing™ technology and a sales closing workflow.
I don’t do taxes! Does this work for bookkeepers/outsourced CFOs too?
Yes! Taxplow uses AI and machine learning and data from millions of accounting transactions and engagements to cover just about every firm service, so that you are confident that you are not leaving money or opportunities on the table when it comes to closing highly profitable business clients. This includes client discovery questions and dynamic pricing for:
- Bookkeeping
- Tax Preparation
- Tax Advisory
- Outsourced CFO
- FP&A
- Client Advisory
- Payroll
- Sales Tax
- Bill Pay
- IRS Tax Audits
- Cryptocurrency Taxes
- Personal Finance/Wealth Management
- and many more...
But I have a practice management/CRM/proposal system already–will Taxplow replace this?
Yes and no. Taxplow is not a practice management system nor a CRM but an AI-powered Outcome-Driven Pricing™ sales enablement platform and in fact works smoothly with existing platforms like Karbon or Canopy once the sale is closed and work is ready to be scheduled. Some members use Taxplow instead of a fancy CRM to track sales opportunities; however you do not need to replace your existing CRM to use Taxplow.
Is Taxplow the same as having a list of questions that I ask on every call?
No. Taxplow uses machine learning to match what services your firm already offers to the questions you will ask clients. It lets you ask in a dynamic, conversational style designed to build rapport and immediately make a great impression while always showing your value before your price.
What if I don't have any leads? Does Taxplow get leads for me too?
No—Taxplow is not a marketing or "lead gen" service. Most members already have steady lead sources and want to improve close rate, ensure best-possible fees, and/or reprice existing clients to reliable monthly subscriptions. We can work with your existing marketing person/agency for a smooth hand-off from first meeting to close. If you generate leads via referrals or internally, Taxplow makes it easier for high-value clients to say “Yes.” As part of our service, we help analyze your lead flow to maximize qualified leads and win higher-margin clients and HNWIs.