Episode
595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
- Podcast
- Jason On Firms Podcast
- Published
- Mar 31, 2026
- Duration seconds
- 4482
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/bbae750e
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Summary
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! [email protected] In this episode, I break down how to actually set a minimum price in your firm without anchoring your entire client base to it. I share mistakes I made running my own firm, why minimums should be internal not external, and how focusing on higher value clients drives better margins and growth. I also walk through recent updates to my app recommendations and answer questions on AI, niching, and building a better firm. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 📌 Check out our practice management system recommendations here: https://www.jasononfirms.com/pm-rec-1 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/jason Soraban: https://www.soraban.com/ Verito: https://verito.com/ Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates 🖥️ All apps I mentioned in the episode: 1. Delphi AI - https://www.delphi.ai/ 2. Claude Cowork - https://claude.com/product/cowork 3. OpenClaw - https://openclaw.ai/ 4. Double (formerly Keeper) - https://doublehq.com/ 5. AutoAccru - https://www.autoaccr…