I’m going to admit that I still really don’t know what I’m doing when it comes to pricing.

BUT, the minimum fee to work with me is $2,000, and people are paying for it.

Back in the fall of 2025, I switched my service packages around. My base level package, Compliance, became Compliance+. No, that’s not a nod to all the subscription services like Disney+.

I rebranded because I wanted to work with clients who wanted a relationship with their accountant. Not just someone that handles their compliance, but compliance and more… Thus, Compliance+ was born.

Compliance+ includes tax prep, year round access for quick questions, and IRS notice assistance.

So to work with me, it’s $2,000, even if you just have a W-2. I just broke a lot of brains.

Almost 6 years ago, when I launched my firm, I set my minimum at $449. What’s crazy is that even back in 2020, that was still considered really high.

Included in that $449 was just tax prep, though. No year-round access for quick questions or IRS notice assistance.

A year later (2021) the minimum went to $600. Then $800 a year after that (2022). Then $1,000 in 2023. Then $1,500 in 2024.

Why did I raise my rates so much so quickly?

Potential clients kept saying yes to whatever I was quoting them. So I kept raising my rates till they stopped.

I was also working way more than I wanted to during tax season. Pricing was how I adjusted the demand for my services because my supply was very low.

Are you working more than you want because you have lots of clients? Raise your minimums.

Add new clients at those minimums.

Raise the rates on your existing client base to be close to those minimums.

Keeping it short & sweet. Headed to SLC, Utah, to talk about firm ownership at Launch Your Firm!

Thanks for reading,

Logan

5/26 - LIVE DEMO: Anchor

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6/2 - Lead Magnets with Irene Seelig

6/9 - Marketing Momentum June Session with Karen Reyburn

6/10 - I want to launch a firm but I’m stuck

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