Jason On Firms Podcast

E566 - 566 A Masterclass In Accounting Firm Proposals

Published: January 16, 2026

Duration: 59:17

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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...