About this episode

In this episode, Jason Staats discusses how to set minimum prices in accounting firms and shares personal mistakes and insights on client management.

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 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 ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I break down how to actually set a minimum price in your firm without anchoring your entire client base to it. I share mistakes I made running my own firm, why minimums should be internal not external, and how focusing on higher value clients drives better margins and growth. I also walk through recent updates to my app recommendations and answer questions on AI, niching, and building a better firm. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 📌 Check out our practice management system recommendations here: https://www.jasononfirms.com/pm-rec-1 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/jason Soraban: https://www.soraban.com/…

People in this episode

Host: Jason Staats

Topics covered

• minimum pricing
• accounting firm
• client management
• business growth
• AI in accounting

Sponsors

TeamUp, Soraban, Verito, Makershub, Financial Cents

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