648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]

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Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down how I’d approach a potential $540,000 client opportunity without simply discounting services, share a three-step system for eliminating reactive client status check-ins, and look at the latest AI models from Claude and ChatGPT for accounting firm work. Then I hit the 📫 Mailbag to talk three-tier pricing, niche positioning, getting an overwhelmed firm back under control, connecting Claude across multiple QuickBooks clients, AI security, and work-paper management.

// Chapters:
00:00 - Intro
01:04 - A $540K Opportunity
11:20 - A $243M Opportunity
18:58 - A System for Client Updates
27:06 - The Worst Thing A Client Can Feel
29:16 - A New AI Model in Claude
35:16 - New Models in ChatGPT
38:43 - 3-Tier Fails
41:43 - Fully-Automated Micro Bookkeeping
44:29 - What To Do When You Don’t Know What To Do
47:23 - Connecting Claude to Multiple QuickBooks Files
50:41 - Struggling To Capitalize On AI
53:16 - Workpaper Management for Small Firms
54:54 - Closing Thoughts

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