๐ Get smarter faster by learning with other firm owners: https://www.rlz.io/
๐ฉ Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
โ๏ธ Leave me a voicemail at (1)516-980-4968!
๐ง Email me! jason@jasononfirms.com
In this episode, I share the best questions I got during my live events in DC and Seattle. explain how I approach 3-tier proposals by customizing scope for each client and structuring tiers around delivery and access. I share how to roll it out at renewal, test it with a small group first, use urgency and scarcity to guide premium choices, define advisory clearly, reveal pricing without publishing a minimum, and handle scope changes without giving work away for free.
๐ค Iโm going live! Weโll announce new dates and cities. Stay tuned for the presale
๐ฅ Hereโs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
๐ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
๐ฐ Today's Sponsors
Soraban: https://www.soraban.com/
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Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
๐ฃ๏ธ Continue the discussion on social!
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What is Jason On Firms Podcast?
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms