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In this episode, I break down eight hard truths about pricing that most accounting firms need to hear, from why pricing should feel uncomfortable to why delivery matters more than technical quality. I then roast a real listener’s proposal and explain how to structure three-tier proposals that command higher fees without adding more work. We also dive into how AI is changing proposals, bookkeeping software, and custom apps built by firms, before wrapping up with questions about QuickBooks, MCPs, AI-led accounting, and why I think the golden age of accounting is still ahead.
🔥 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
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// Chapters: 00:00 - Why Most Firms Underprice Themselves 01:15 - Truth #1: Pricing Should Feel Uncomfortable 03:45 - Truth #2: Clients Decide Your Value 05:59 - Truth #3: Premium Pricing Isn’t Evil 07:39 - Truth #4: Attract Better Clients, Don’t Sell More 09:13 - Truth #5: Stop Listening to C & D Clients 11:54 - Truth #6: Delivery Beats Technical Quality 17:19 - Truth #7: You Get What You Pay For 19:14 - Truth #8: Don’t Lock In Day One Pricing 22:40 - 🔥 Roast a Listener’s Proposal 31:47 - Building Better Three-Tier Proposals 38:23 - 🗄️ Tales from the Vault: Getting Real Online 42:03 - 📬 Mailbag 42:16 - Should You Leave QuickBooks Desktop? 45:43 - AI Is Replacing Software Subscriptions 48:00 - Will AI Change Three-Tier Proposals? 51:09 - Claude, MCPs & QuickBooks 52:52 - Should Your Firm Sell Software? 57:31 - The Golden Age of Accounting 59:37 - Realize
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