Jason On Firms Podcast 535 Common Mistakes In Accounting Services Proposals
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Nov 5, 2025 Explore common pitfalls in accounting service proposals and the importance of first impressions with clients. Learn why it’s better to focus on monthly work before cleanups and the benefits of a multi-month approach. Discover pricing strategies for cleanup work and how to create compelling three-tier proposals that enhance client experience. Delve into effective service delivery roles and how to stack high-value tasks in premium offerings. Small changes in proposals can lead to significant gains over time.
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Don’t Expect Perfect Month-One Closes
- Front-loading perfect cleanups in month one often creates unrealistic expectations and long onboarding.
- Jason Staats realized aiming for flawless month-one closes caused friction and delayed true progress.
Buying An Old Tax Practice Taught Patience
- Jason acquired an 80-year-old tax practice and overinvested in perfecting books in month one.
- That approach led to long delays and taught him to accept phased improvements over months.
Dazzle With One Clean Month First
- Do deliver one clean monthly P&L to dazzle clients before tackling complex balance-sheet cleanups.
- Then plan cleanup work over months so onboarding isn't overwhelmed and capacity is manageable.