The $1,000/hr Accounting Service No One Talks About скачать в хорошем качестве

The $1,000/hr Accounting Service No One Talks About

👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/m1k 💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/aan My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 500-firm private community that’s shaping the future of small-firm ownership for the better. In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover how to sustainably staff advisory work, what tech to use, and the difference between being helpful and actually getting paid for it. 💰 (Sponsor) TeamUp helps accounting firms hire amazing offshore talent in the Philippines. They find full-time team members who work directly with your firm, no middleman, no markup. It’s the easiest way to grow your team: https://www.hireteamup.com/ //Chapters 00:00 – Meet Dan Luthi 01:33 – CAS vs Advisory: Where The Real Margin Lives 03:07 – From Bookkeeper To Fractional CFO 04:43 – Stop Doing Free Advisory 07:26 – Why Advisory Bottlenecks Your Firm 10:29 – Offshore Teams That Unlock Real Advisory Work 13:13 – Turning Client Questions Into Paid Work 23:52 – Bookkeeper. Controller. CFO. Know The Line. 45:21 – Do You Really Need Another Dashboard? 47:39 – AI Won’t Save Your Advisory Practice 54:30 – How AI Helps You Systemize Advisory