
E566 - 566 A Masterclass In Accounting Firm Proposals
Published: January 16, 2026
Duration: 59:17
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T
☎️ 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 premium tier even more premium, and how to pre-communicate proposals so clients actually r...