Three-Tier Proposal System for Bookkeeping Services
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Three-Tier Proposal System for Bookkeeping Services

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping

Host: Jason Staats

Timestamp: 00:15:19 - 00:20:46

Listen to Episode • View Podcast • All Ideas from Jason On Firms Podcast

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Direct Quote

"This is an opportunity to say like, hey, we’ve got three seats, not three. We’ve got 13 seats on the gold tier. These are the only people that we can do during that busy season."

Summary

The podcast discusses the implementation of a three-tier proposal system for cleanup bookkeeping services, allowing firms to differentiate their offerings based on premium service levels. This model encourages clients to self-select into different tiers based on their willingness and ability to pay, thereby increasing profitability. For instance, the gold tier could offer expedited services during peak tax season, while the bronze tier would provide standard services at a lower price point. This approach not only helps manage client expectations but also allows firms to prioritize their workload effectively. Digital entrepreneurs could build a SaaS platform that automates the creation and management of these tiered proposals, integrating client feedback and service history to suggest appropriate tiers for clients automatically.

Categorization

Business Model
SaaS
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
< $1,000

Scores

Clarity
9/10
Novelty
7/10
Feasibility
8/10
Market Potential
8/10
Evidence
8/10
Overall
8/10
Found on August 27, 2025 • Analyzed on August 27, 2023 7:07 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

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