570 How To Know If Your Accounting Firm Needs a Coach
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.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
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.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
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
