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🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574 ☎️ Leave me a voicemail at (1)516-980-4968! 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. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffin... Verito: https://verito.com/ 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 Missive: https://www.missiveapp.com/jason Soraban: https://www.soraban.com/ 🗣️ Continue the discussion on social! X / jasononfirms LinkedIn / jstaats YouTube / @jasoncpa