Jason On Firms Podcast 538 Coaching 6 Accounting Firms in 47 Minutes
Nov 12, 2025
Discover how relying solely on referrals can stifle your firm's growth. Learn the power of niche marketing over local networking, and explore why targeted content outshines generic ads. Uncover essential tech stack tips for solo operators and efficient sales funnels tailored for niche services. Dive into the art of crafting three-tier proposals using decoy pricing to boost profitability. Finally, find out how moving away from hourly billing towards annual pricing can elevate your firm’s margins.
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Referrals Limit Growth
- Relying on referrals alone traps firms and limits access to better, higher-paying clients.
- Marketing (especially niche content) scales reach to attract clients who will pay for premium offerings.
Build A Niche Audience Online
- Build a niche firm and show up where that niche spends time online instead of relying on chambers or BNI.
- Create helpful niche content (podcasts, newsletters, trade shows) to become visible and command premium pricing.
Prioritize Workflow Tools First
- As a solo operator, prioritize workflow automation tools (bookkeeping and tax intake) before practice management systems.
- Use tools like Double for bookkeeping and tax workflow platforms to automate 1040 intake to save the most time.
