578 This DATA Proves The Value Of Your Accounting Firm [This is how you land high-paying clients]

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down six practical ways accounting firms can prove their value using real numbers, not just marketing claims. I share examples for both bookkeeping and tax firms, from time saved and FTE reduction to measurable tax savings. I also roast a fast-growing firm’s pricing and client mix, then wrap with a mailbag covering AI agencies, three-tier proposals, tech stack decisions, and fee increases.

🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

📧 Email me: [email protected]

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Missive: https://missiveapp.com/jason
MakersHub: https://makershub.ai/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.

Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa