I have a longstanding policy of declining business inquires where the first communication is a request for a price quote.
Instead of asking for a price quote as the first communication, please consider these options:
- If you are looking to compare prices in hope of finding a lower price, then I’m pretty sure that my price won’t be lower. At least, I hope not. So if this is the case then we can both save time by skipping this step.
- I am easy to reach. We can schedule a time to discuss your situation in a no-obligation 15 minute call. On the other hand, if it’s not worth a 15 minute conversation to you, then it isn’t for me either.
- Most of my client relationships are lifelong as most trusted advisor. Yet, surprisingly, we can usually make a solid prediction on the success and endurance of the relationship in an initial conversation.
- For more complex pricing questions, for example where prior documents must be reviewed, I offer a simple fixed-fee intake review. This is an independent freestanding service. There is no obligation after this engagement is complete.
- The pricing of services of sole practitioner CPAs outside of major metropolitan areas is often priced lower than most larger firm CPAs in the cities. I try to ensure that my price is not the lowest in the regional market even though clients may still benefit from this natural market trend.