Geraldine Carter

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4 Pricing Problems Solved with Kathy Hayden, EA

Pricing is rarely just one problem.

Often, there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices, but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”

I talk with CPA Masterminder Kathy Hayden, EA in today's episode. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. 

Her challenges were:

  1. Repricing legacy clients

  2. Removing tax preparers from being involved in the billing

  3. Making prices consistent across the board

  4. Visibility into clients’ income interfering with objectivity 

She worked through each challenge systematically and set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.

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