do as little as possible

older businessman taking a coffee break

and still have happy clients.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i have many clients who always expect me to do extra work as part of our fixed-fee agreement. how can i get paid extra for work beyond the scope of our agreement?

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response: this is a recurring theme, and one that has many answers. one approach: don’t take on the extra work.

here is another approach.
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who needs to understand scope?

don’t make the mistake of allowing a partner to scope the engagement alone.

by jody padar
radical pricing – by the radical cpa

partners, managers and accounting professionals must all understand scope to deliver the right amount of work for the engagement.

more jody padar |the radical cpa

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everyone needs to be aligned. everyone needs to know what the customer ordered, how to deliver it and where the work ends.

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when to walk away from a prospective customer

enabling your team to fire clients supports the ethos that your team is your most valuable asset.

by jody padar
radical pricing – by the radical cpa

there are few ways to sink an accounting firm faster than winning bad clients. they will rob your profitability, steal your sanity and cause havoc among your staff and other client relationships.

more jody padar

the radical cpa

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ask yourself these questions and be prepared to walk away if you don’t get the right answers:

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how to scope before you price

it’s a learning process that benefits both you and the client.

by jody padar
radical pricing – by the radical cpa

accurate pricing relies heavily on thorough scoping to measure the engagement, and good scoping defines the deliverables, sets the client’s expectations and calculates the labor it will take to get the job done.

 

more jody padar

more pricing

the radical cpa

from success to significance: the radical cpa guide

radical pricing

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with that said, here’s how your scoping process helps you determine the ultimate price:

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