👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s
💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying to scale advisory, how offshore teams free up capacity, and the difference between being helpful and actually getting paid for it.
🗣️ Continue the discussion on social!
X
https://twitter.com/jasononfirmsLinkedIn
https://www.linkedin.com/in/jstaats/YouTube
https://www.youtube.com/@jasoncp