How To Know If Your Accounting Firm Needs a Coach

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In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.

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Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
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