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Podcast: Jason On Firms Podcast
Episode: 566 A Masterclass In Accounting Firm Proposals
Description: π€ Iβm going live! Grab your tickets here: https://www.jasononfirms.com/eventsπ Get smarter faster by learning with other firm owners: https://jasononline.link/C571Tπ A curated list of the apps I actually use and recommend: https://jasononline.link/A571TβοΈ Leave me a voicemail at (1)516-980-4968!In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a...