The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices

25/08/2025 44 min Temporada 1 Episodio 8
The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices

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Episode Synopsis

Discover why subscription-based pricing and AI aren’t just buzzwords; they’re the keys to building a resilient, growth-oriented tax practice. In this in-depth interview, tax strategist Chris Picciurro walks you through:His pivot from hourly billing to a subscription model inspired by client feedbackHow predictable monthly revenue powers better cash flow, deeper client relationships, and a talent-friendly workplaceReal-world pricing hacks: setup fees, tiered services, and boundary-driven availability that clients lovePractical AI uses: drafting client emails, transcribing calls, and building a custom ChatGPT channel for on-demand tax researchStep-by-step advice for starting small, involving your best clients first, and iterating toward full membershipWhether you’re a solo CPA or leading a firm ready to scale, this episode arms you with actionable strategies to transition smoothly, boost profitability, and future-proof your services.Ready to embrace tomorrow’s tax firm model? Explore Intuit Professional Tax Software, your partner for subscription management, AI-powered workflows, and cloud-based compliance:https://accountants.intuit.com/tax-software/Connect with the hosts:Carrie Hammond – linkedin.com/in/cahammondLexi Bonicard – linkedin.com/in/lexibonicardFor more insights from Chris, follow him at:MRR Institute: https://modernfirm.tax/Teaching Tax Flow: https://podcasts.apple.com/us/podcast/teaching-tax-flow-the-podcast/id1441178663Monthly Recurring Revenue Institute: https://www.youtube.com/@MRRInstituteDisclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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