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

🚀 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! [email protected] 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 SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/TeamUp: https://www.hireteamup.com/// Chapters:00:00 Live event Q&A introduction00:55 Marketing strategies for accounting firms06:20 Client facing AI tools and GPT assistants07:20 Capturing advisory knowledge with meeting transcripts13:10 Encouraging AI adoption across firm teams17:50 Raising prices on low paying legacy clients22:10 Clients receiving premium service at low prices27:50 Structuring three tier proposals31:00 What to include on invoices34:40 Renewal pricing strategy and client conversations39:30 Pricing models for high volume tax returns44:30 Automation tools vs ChatGPT use cases46:10 Document organization and file naming automation47:40 Managing tech fatigue in firms49:00 How AI may impact tax preparation work53:00 Work life balance and building a sustainable firm🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa