Jason On Firms Podcast

165 A Guide To Renewals in Accounting Firms


Listen Later

The renewal tools I mention:
Knuula https://knuula.com/
Ignition https://ignitionapp.com/
GoProposal https://goproposal.com/
Anchor https://www.sayanchor.com/

Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing.

That swipeable bit about how your firm sets its fees:
"We don't compete with other professionals on price. You can hire professional support at any price point.

Our solutions solve for four "costs":

1. Your professional fees
2. The taxes you pay
3. Your time
4. Your peace of mind

We will devote additional resources to reduce your tax bill as long as it reduces the total outlay of taxes + professional fees.

To reiterate, the true cost of your tax professional is the total outlay of professional fees + tax spend.

This often means our professional fees will be higher than those of cost-first firms. This is in your best interest, and minimizes your annual cash outlay.

For some taxpayers, cost-first works best. Their situation is simple enough to not merit additional effort.

At [firm], we only engage clients for whom our tax strategies will yield significant savings

And as soon as your tax situation doesn't merit it, we happily refer out to lower-cost providers."

πŸ’° Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/

πŸ—£οΈ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

...more
View all episodesView all episodes
Download on the App Store

Jason On Firms PodcastBy Jason Staats

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

57 ratings


More shows like Jason On Firms Podcast

View all
Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

587 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

210 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

421 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

112 Listeners

Tax Notes Talk by Tax Notes

Tax Notes Talk

93 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

332 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

Acquisitions Anonymous - #1 for business buying, selling and operating

248 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

253 Listeners

Accounting High by Accounting High

Accounting High

48 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

27 Listeners