Jul 10, 2026 · 25 min · 13 segments
📞 **Your intake process could be the reason your law firm is losing new clients.** Adam Williams joins Center Stage to talk about why law firms need to take a closer look at what happens after…
Danny DeckerHostSo, uh, most business owners, law firm owners, uh, are used to the experience that I call April Shock Syndrome.
Uh, they take their papers to their accountant in the first quarter of the year.
Uh, and after several years of that, Jackie and I realized, hey, there's a better way to approach this.
Meeting with an accountant throughout the year, looking forward, planning, actually doing things that the tax code allows you to do to reduce your tax bill.
Uh, so we started th- that business about three years ago, uh, really taking a whole bunch of our law firm clients and saying, "Hey, we've got this new thing now." Um, I think, I think we represented something like 300 law firms in our law firm through different things, uh, and brought them over to this new business.
And it's, we're, uh, now, on April 15th, our clients are high-fiving us, which is not the experience that most clients have with their accountants on tax day.
We, we finally, I think, have, have gotten our, our tax strategy under control in the last couple years.
Uh, PennyWise, and, and, and we're gonna transition in a minute, but, but on the PennyWise side of things, when does it make sense for someone to contact you guys? Do you work with lar- like large firms exclusively? Like, who, who should reach out on the PennyWise side of things?
I, I mean, it's, it's the moment where you start making, at the end of the year, 100, $150,000.
So, uh, most business owners, law firm owners, uh, are used to the experience that I call April Shock Syndrome.
Uh, they take their papers to their accountant in the first quarter of the year.
Uh, and after several years of that, Jackie and I realized, hey, there's a better way to approach this.
Meeting with an accountant throughout the year, looking forward, planning, actually doing things that the tax code allows you to do to reduce your tax bill.
Uh, so we started th- that business about three years ago, uh, really taking a whole bunch of our law firm clients and saying, "Hey, we've got this new thing now." Um, I think, I think we represented something like 300 law firms in our law firm through different things, uh, and brought them over to this new business.
And it's, we're, uh, now, on April 15th, our clients are high-fiving us, which is not the experience that most clients have with their accountants on tax day.
We, we finally, I think, have, have gotten our, our tax strategy under control in the last couple years.
Uh, PennyWise, and, and, and we're gonna transition in a minute, but, but on the PennyWise side of things, when does it make sense for someone to contact you guys? Do you work with lar- like large firms exclusively? Like, who, who should reach out on the PennyWise side of things?
I, I mean, it's, it's the moment where you start making, at the end of the year, 100, $150,000.
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