R
Rebecca Driscoll, CPA
What Do You Actually Want?
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What do you actually want?

Before any pricing or client decision — this. Two minutes, and yes, it's a little like therapy. Every hard call after gets easier once you know what you're aiming at.

① The numbers
What you want, and where you are now
The "now" is optional — but the gap between the two is the whole point.
Take-home pay per year, after the firm pays itself
You want
$
Now
$
optional
Hours a week the number you actually want
You want
Now
optional
Client relationships how many you can hold well
You want
Now
optional
② The work
Which parts do you actually want to keep?
Tap the work you want to keep doing. Everything you leave is what you record once and train someone else on.