🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually respond. I also get into why three-tier pricing often fails in the details, how to standardize service levels internally with a service library, and how to think about mid-year scope changes without stressing clients out.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Stanford Tax: https://stanfordtax.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.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/
Missive: https://missiveapp.com/

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

Which WR Prospects Were Really The Best?