How Scaling Firms Move Tax Payments From Cost Center to Revenue Line

About Event

Payments are costing someone at the firm valuable time. They’re chasing down payment confirmations, piecing together what a client actually paid and when, and untangling the payments the IRS misapplied. When it goes wrong, the client calls the firm instead of the tax authority. Almost none of that work ever makes it onto an invoice.

Remitian’s Larry Hasson and Truss CEO Dan Pinkous talk through the shift that happens when a firm stops passively absorbing that work and starts charging for it. They get into the mechanics: what scaling firms are packaging, what they’re charging, and how they walk clients through the change when payments stop being an overlooked part of the service.

Watch for a practical conversation about how firms are building advisory revenue out of the work they already do.