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In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. You’ll learn why referrals alone hold you back, how to pick workflow tools that actually save time, and how to build tiered proposals that double profitability. I also share how niche positioning and small tweaks to pricing can turn a busy firm into a more profitable one.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
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