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607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]
About this episode
In this episode, Jason Staats discusses the importance of acquiring better clients for accounting firms rather than just more clients.
🚀 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 why accounting firms don’t just need more clients, they need better clients. I explain why referrals, low pricing, weak niche positioning, and poor proposal design can keep firms stuck with too much work and not enough profit. I also cover how to raise prices, cut bad-fit clients, build visibility with the right audience, and structure three-tier proposals around both scope and client access. 🎤 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 💰 Today's Sponsors Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates Soraban: https://www.soraban.com/ Makershub…
Sponsors
Cloud Accounting Staffing, Soraban, Makershub, Canopy, Verito, Missive
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- 609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]
- 608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]
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