Jason On Firms Podcast 553 Live Coaching 6 Accounting Firms in 32 Minutes
5 snips
Dec 15, 2025 In a dynamic live coaching session, insights on delegation revealed how stepping back from client work opens up opportunities for better pricing strategies. Three-tier pricing was discussed as a way to transition clients from legacy services while avoiding scope creep. Jason emphasized the importance of staggering renewals to target higher-tier clients first and shared techniques to systematize CFO services for training efficiency. Exploring the challenges of roll-ups and bookkeeping acquisitions, he highlighted the evolving role of AI and the significance of attracting the right talent through visibility and documentation.
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Stop Doing Client Work
- Get out of client work to focus on firm strategy and growth.
- Use your inbox as a proxy for tasks you haven't yet delegated.
Freeze Incoming Clients On Old Terms
- Never onboard new clients under an old, unsustainable service model.
- Use three tiers to build premium offerings and stop the bleeding from over-servicing.
Recommend Bill-Pay Automation For Complex Clients
- Show clients better bill-pay automation options for complex projects.
- Present tools that handle multi-level approvals and hairy itemized bills.