Leesley: Your Clients Will Pay More | Gear Up For Growth

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Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“With AI, we finally have the tools to free up time for advisory, and clients are asking for it,” says Megan Leesley, director of tax at Dark Horse CPAs, during her appearance on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.

“They want more than a tax return. They want strategic guidance, and they’re willing to pay for it.” 

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Leesley, a member of the Intuit Tax Council, recently presented at DCPA25 on transitioning from compliance to advisory, sharing practical steps to transform a traditional tax practice while increasing revenue, improving client relationships, and enhancing work-life balance.