CPA & Consultant for Accounting Firms

The June 15 opportunity most firms are ignoring.

Happy Frye-Day.

Tax season ended. But second quarter is right around the corner. If you do not already have subscription based billing or value based billing in place for your clients, and you have not offered them a way to engage with you around this June 15 deadline (that is when the Q2 estimated tax payment is due), you are leaving money on the table and you are underserving your clients.

There is a safe harbor number you probably gave clients. But what you should really be doing is helping them understand if things have changed, and what they actually owe throughout the year. That creates a touch point for you as a service provider.

What to do before June 1

• Pick your top 20 clients. Send a short note or schedule a 15-minute call. Do not wait for them to ask.
• Ask one question: Has anything material changed in your income or expenses since we filed? Half will say yes. That is a real advisory conversation.
• Bill for it. If you are not including this kind of proactive check-in on a monthly retainer, you should be. Clients on subscription expect this. It is already priced in. If they are not on retainer, they are getting it for free.

Coming up

• AICPA Engage in Las Vegas, first week of June
• Scaling New Heights in Orlando, mid-June
• BDO Alliance events in the Carolinas and Florida, late June

If you are going to any of these, come say hi.

From the feed

• Took the stage at Rightworks Agenda 2026 with Shelly Lingor. The topic: clear processes before tech and AI.

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• Jevons Paradox is worth understanding before you automate everything in your firm.

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• Canopy took Partner of the Year at Rightworks. Good week for the team.

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