🚀 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 share a supercut of Q&A from two live events we hosted in San Francisco and Los Angeles with accounting firm owners. We dig into real questions from the room covering marketing, AI adoption inside firms, pricing strategy, three tier proposals, managing client boundaries, and how to actually implement changes without blowing up your firm. I also talk through practical approaches to rolling out AI internally, raising prices on legacy clients, structuring advisory tiers, and where automation actually matters versus where people waste time chasing tech.

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 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 Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
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
Verito: https://verito.com/
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/

// Chapters:
00:00 Live event Q&A introduction
00:55 Marketing strategies for accounting firms
06:20 Client facing AI tools and GPT assistants
07:20 Capturing advisory knowledge with meeting transcripts
13:10 Encouraging AI adoption across firm teams
17:50 Raising prices on low paying legacy clients
22:10 Clients receiving premium service at low prices
27:50 Structuring three tier proposals
31:00 What to include on invoices
34:40 Renewal pricing strategy and client conversations
39:30 Pricing models for high volume tax returns
44:30 Automation tools vs ChatGPT use cases
46:10 Document organization and file naming automation
47:40 Managing tech fatigue in firms
49:00 How AI may impact tax preparation work
53:00 Work life balance and building a sustainable firm

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]

Jason On Firms Podcast

589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]