EPISODE · Aug 11, 2026 · 1H 1M
633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your pricing!]
from Jason On Firms Podcast · host Jason Staats
🚀 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 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💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Why Most Firms Underprice Themselves01:15 - Truth #1: Pricing Should Feel Uncomfortable03:45 - Truth #2: Clients Decide Your Value05:59 - Truth #3: Premium Pricing Isn’t Evil07:39 - Truth #4: Attract Better Clients, Don’t Sell More09:13 - Truth #5: Stop Listening to C & D Clients11:54 - Truth #6: Delivery Beats Technical Quality17:19 - Truth #7: You Get What You Pay For19:14 - Truth #8: Don’t Lock In Day One Pricing22:40 - 🔥 Roast a Listener’s Proposal31:47 - Building Better Three-Tier Proposals38:23 - 🗄️ Tales from the Vault: Getting Real Online42:03 - 📬 Mailbag42:16 - Should You Leave QuickBooks Desktop?45:43 - AI Is Replacing Software Subscriptions48:00 - Will AI Change Three-Tier Proposals?51:09 - Claude, MCPs & QuickBooks52:52 - Should Your Firm Sell Software?57:31 - The Golden Age of Accounting59:37 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your pricing!]
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