370 How To Make the Clients You Already Have Better!

22 Nov 2024 · 31 min
Episode

22 Nov 2024 · 31 min

0:00

Jason Staats explains how accounting firms can deepen relationships with existing clients instead of chasing new ones. Move from transaction work to advisory, shift to subscription pricing with thresholds like 90-130% of expected value, and find niches through Reddit and personal interests rather than relying on credentials alone.

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