Tracking What Matters Most (Part 3 of 7)

Pricing and Recurring Revenue (Step 3 and Step 4)

In this episode, I walk you through Steps 3 and 4 in building a financially fit business: pricing and recurring revenue. You’ll learn how to back into your ideal price using net profit, overhead, and direct costs, how to adapt pricing in slower and busier seasons, and why recurring revenue is one of the strongest foundations you can build into your business.

More importantly, I’ll share examples across industries so you can decide where these strategies fit into your own operations.

Listen To My Other Podcast Episodes

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Could your clients reduce payment fraud, simplify accounts payable, and even earn rebates? Max Almerico explains what CPAs and bookkeepers should watch for.

The Future of Accounting: Will Your Firm Adapt?

What can buggy whip manufacturers teach CPAs about AI? Ruth King explores why accounting firms must rethink their value and consider advisory services.

AI Disclosure for Tax Professionals: IRS Guidance

In this episode, I continue my conversation with Les Brown about responsible AI use in tax practice, including how to disclose AI use to clients, verify the work, protect client data, and rethink pricing.

Is AI Changing How Accounting Firms Should Price Their Work?

As AI makes accounting work faster, does hourly billing still make sense? Les Bryson explains the case for fixed fees and predictable pricing.

IRS AI Guidance: What Tax Professionals Need to Know

Using AI in tax work brings new responsibilities. Les Bryson explains what tax professionals should know about verification, workflows and protecting client data.