In this insightful episode, we’re joined by Logan Graf, an inspiring leader in the accounting world who’s charted a unique path to firm ownership. We dive into Logan’s journey, exploring the lessons he learned as he rose through the ranks to owning his own firm. Together, we tackle one of the most critical aspects of running a successful business—pricing. Logan shares his experience in raising client prices and the strategy behind managing client expectations to ensure every engagement is mutually beneficial.

We also discuss the importance of bridging the gap between the value provided and fees charged, offering listeners key insights on how to communicate value effectively. We shed light on pressing deadlines, like the PTE and BOI reporting requirements, offering our takes on navigating these obligations seamlessly. In addition, Logan opens up about his approach to content creation and building a thriving community around his firm. He believes that connecting with clients and peers on a deeper level is essential for long-term success in this industry.

What you'll hear in this episode:

[1:50] Logan's Journey to Firm Ownership

[4:40] Raising Client Prices

[8:35] Managing Client Expectations

[13:25] PTE Deadlines and BOI Reporting

[17:30] Content Creation and Community Building

[26:30] Conclusion and Contact Information

Connect with Logan on LinkedIn https://www.linkedin.com/in/logangraf

Connect with Logan on X https://x.com/logangraftax?lang=en

Connect with Logan on YouTube LoganGrafTax

Connect with Kelly https://www.linkedin.com/in/kellyrohrs/

Connect with Bilal https://www.linkedin.com/in/bmehanna/