Jason On Firms Podcast

In a discussion with Dan Luthi, an expert in advisory services, listeners dive into the world of high-margin advisory work in accounting. Dan reveals the secrets behind charging $1,000 for a single monthly call, emphasizing the importance of framing advisory around ROI. He shares insights on transitioning from transactional work, recognizing scope creep, and cultivating inbound advisory opportunities. With practical tips on client selection and leveraging technology, Dan illustrates how firms can unlock their advisory potential without burning out.

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.

Discover the five traps that keep firm owners stuck in repetitive tasks year after year. Learn how effective delegation accelerates both personal and firm growth. Hear a personal story of transitioning from hands-on partner to strategic leader. Explore the importance of having designated owners for clients and processes to ensure seamless operations. Jason emphasizes the need to accept 'good enough' solutions to scale and how trusting your team can lead to remarkable growth and empowerment.

In this conversation, Brad Gustafson, the head of Ramp's accountant channel with a rich background at Xero, discusses key trends shaping the future of accounting. He highlights the rise of scheduled tax seasons and automation in bookkeeping. They dive into how firms can effectively adopt AI for advisory roles, emphasizing practical steps for implementation. Jason also shares insights on optimizing firm tech stacks for 2026 and utilizing three-tier renewals to boost revenue while maintaining personal connections with clients.

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.

Chad Davis, co-founder of LiveCA and an AI expert in accounting, shares invaluable insights on leveraging AI tools for accounting firms. He highlights effective dictation apps and contrasts various models like ChatGPT and Gemini. Chad also discusses the balance between powerful AI tools and cost-effectiveness, emphasizing the importance of selective access for power users. Learn about innovative proposal automation techniques using Google tools and the significance of adopting organized workflows for sales summaries—all practical resources for firms aiming to enhance efficiency.

Discover how to maximize your experience at accounting conferences! Learn to choose the right event based on your firm's needs. Find out the value of expo halls and making connections with vendors. Get insights on networking opportunities from extracurricular activities. Explore tax deductibility tips for travel and the importance of peer conversations for firm leaders. Plus, discover how attending events can lead to unexpected opportunities, and why joining a community can enhance your conference experience.

Discover how explicit annual renewals can revolutionize profitability for accounting firms. Learn why most firms shy away from them and the pitfalls of hourly billing. Jason critiques standard engagement letters and shares insights on safe upfront pricing. Find out how gathering payment information early enhances client experiences. Plus, explore innovative ways to design structured upsells and service libraries that align with client needs. Unravel the psychology behind pricing tiers and learn to justify premium offerings. Unlock continuous revenue growth through effective renewals!

Explore how accounting firms can effectively manage tasks through a centralized practice management system. Discover why choosing the right platform is more important than just cost. Jason introduces a service library concept to standardize client expectations and streamline work. Learn to balance documentation with maintainability and prioritize focus time to improve efficiency. He delves into separating technical and client-facing tasks for better interactions, and suggests selling standardized work in tiers to enhance profitability.

Discover the groundbreaking ChatGPT Atlas, a browser that revolutionizes workflows for accountants. Explore its seamless search and chat interface, and the game-changing agent mode that automates tasks. Learn the importance of setting boundaries for AI agents and how to experiment with them effectively. Jason discusses the potential of browser-level AI and its applications in spreadsheet automation. Get insights on preparing for an AI-driven future while navigating challenges like security and complex tasks.