Operations12 min read
Inside the modern firm operating stack
How a new generation of accounting and advisory leaders is rebuilding their firms around tighter systems, fewer tools, and clearer client outcomes.
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Growth
Pricing discipline without theatrics
A practical look at how serious firms set, defend, and revisit pricing, and the quiet mistakes that keep margins lower than they should be.
Practice Insider9 min read
Most pricing problems in accounting and advisory firms are not pricing problems. They are scoping problems wearing a pricing costume.
The quiet leak
Firms underprice in two predictable ways: they quote against an incomplete picture of the work, and they renew last year's number without renewing last year's assumptions. Both are fixable without theatrics, and without rebranding the firm as 'value-based'.
“Discipline beats philosophy. We do not need a pricing model. We need a pricing process.”
Three small habits that change the year
- A standing scoping conversation before any quote leaves the building.
- An annual repricing window that is calendared, not negotiated.
- A simple internal record of why each engagement is priced where it is.
None of this is exciting. All of it works. The firms with the strongest margins are usually the most boring on this question, and that is the point.
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Advisory, without the buzzword
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How to actually choose a practice management system
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