Good golly this is so valuable. Thank you Jason!

This is GOLDEN! And, how did you know I needed this right now? :)

Business Analyst meets Public accounting firm. Great episode!

I'd like to imagine the person driving was nodding along in agreement.

Great stuff, Staats.

I have been looking for this solution for months. Thank you for all you do!!

Next level Multitasking, driving and doing a Podcast at same time 😅🚙

I notice it takes longer to close deals with clients when we offer packaged services because I spend a lot of time explaining the differences between them. Some clients struggle to make choices or want to mix and match services, such as getting the silver package but adding personal tax planning. Our value pricing for personal tax plans also lengthens the conversation. I'm wondering if it would be more efficient to offer a "custom built" package to shorten the sales cycle.

Person driving is probably wearing airpod, I'd be distracted

"We closed the books for that client for the month - without his two subordinates submitting receipts" "Was the client unhappy?" "Yes but we pointed out that five requests for documents were sent out and ignored" So there are clients like this? In every firm? I suspect 'yes' "We will keep doing your work, you're our client after all, but if you can coax your two direct reports next month to cooperate and provide documents, that would help" You have to keep your business running and work with the clients (the hand) you are dealt. .

What software did you use for your proposals?