👀Looking to connect with other firm leaders in person? I’ll be hosting events in cities across the country. Save your spot here! jason.link/s87
📌 Join my newsletter for weekly insights, tools, and AI updates made for accounting pros: jason.link/jav
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. You’ll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team.
💰 Today's Sponsors
Mercury:
https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Cloud Accountant Staffing:
http://www.cloudaccountantstaffing.com/lp/staats Financial Cents:
https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm:
https://workflowcon.com/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
🗣️ Continue the discussion on social!
X
https://twitter.com/jasononfirms LinkedIn
https://www.linkedin.com/in/jstaats/ YouTube
https://www.youtube.com/@jasoncp