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070 Should Accounting Firms Send Generic Engagement Letters?

Jason On Firms Podcast

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The Importance of Pricing Your Proposals

A big unlock for us was thinking about that work in terms of portfolios rather than how every single little client engagement is going to get priced. We basically just made a rule where when we gave that pricing upfront and these are once a year tax clients, which I know a lot of folks are moving away from. All the skinny jeans folks that are like 100% subscription pricing have gone to sleep by now.

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