ACCOUNTANTS - BOOKKEEPERS - TAX PROFESSIONALS
Command premium fees for your accounting and tax practice using AI
Confidently price your services based on outcomes, not hours. Generate tax strategies and your optimal fee 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 of recurring subscription revenue by the end of 2024.
Taxplow is for firms that...
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Want predictable recurring subscription revenues
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Don’t want to underquote, as compared with other firms
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Take more than 2 hours to send your engagement after the initial conversation
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Take time calculating & thinking about the fee for new clients
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Want to close business systematically but without all the steps
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You want to align your fees with the value and outcomes you deliver
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Are in geographical location that makes you feel that you need to charge less
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Feel that selling is not your core strength
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Want to eventually sell or merge your practice for a higher multiple
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Want to raise fees for existing clients who are underpaying
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Want your clients to subscribe to you, rather than paying invoices per service performed
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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!)