{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/ae6a7717\"></iframe>","width":"100%","height":180,"duration":3358,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter\n📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/\nWelcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down how I’d approach a potential $540,000 client opportunity without simply discounting services, share a three-step system for eliminating reactive client status check-ins, and look at the latest AI models from Claude and ChatGPT for accounting firm work. Then I hit the 📫 Mailbag to talk three-tier pricing, niche positioning, getting an overwhelmed firm back under control, connecting Claude across multiple QuickBooks clients, AI security, and work-paper management.\n// Chapters:\n00:00 - Intro\n01:04 - A $540K Opportunity\n11:20 - A $243M Opportunity\n18:58 - A System for Client Updates\n27:06 - The Worst Thing A Client Can Feel\n29:16 - A New AI Model in Claude\n35:16 - New Models in ChatGPT\n38:43 - 3-Tier Fails\n41:43 - Fully-Automated Micro Bookkeeping\n44:29 - What To Do When You Don’t Know What To Do\n47:23 - Connecting Claude to Multiple QuickBooks Files\n50:41 - Struggling To Capitalize On AI\n53:16 - Workpaper Management for Small Firms\n54:54 - Closing Thoughts\n📞 Leave me a voicemail at +1 (516) 980-4968!\n📧 Email me! jason@jasononfirms.com\n🗣️ Continue the discussion on social!\nX https://x.com/jasononfirms\nLinkedIn https://www.linkedin.com/in/jstaats/\nYouTube https://www.youtube.com/@jasoncpa","thumbnail_url":"https://img.transistorcdn.com/WvY80SZYJh0BUUDfxUslVN8oGjN1IJfCa0z9JWYBDvY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}