Three-Tier Proposal Systems for Accounting Firms

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Three-Tier Proposal Systems for Accounting Firms

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

Accounting Firm Acquisition ARBITRAGE Opportunities

Host: Jason Staats

Timestamp: 00:28:24 - 00:30:50

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

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Feather Flow

Direct Quote

"Anytime you give somebody a single price, you're losing money."

Market Gap

Firms underutilize pricing strategies to maximize profits.

Many accounting firms continue to offer services at a single price point, which limits their ability to capture the full willingness to pay from clients. This approach often leads to missed revenue opportunities, as clients who may be willing to pay more for premium services do not have the option to do so. Implementing a three-tier proposal system can empower clients to choose from multiple service levels, enabling the firm to increase revenue without significantly increasing workload. This strategy can transform pricing dynamics and enhance overall profitability.

Summary

This idea involves accounting firms adopting a three-tier proposal system to better capture client willingness to pay. By offering clients different service levels—such as basic, standard, and premium—firms can cater to varying needs while maximizing their revenue potential. This model encourages clients to opt for higher-priced services, enhancing the firm's profitability with a relatively low increase in service delivery complexity. The entrepreneur would need to implement a structured approach to proposal creation and ensure that the value proposition for each tier is clearly communicated to clients.

Categorization

Business Model
Service
Target Founder
Generalist
Difficulty
Low
Time to Revenue
< 1 month
Initial Investment
< $100

Potential MRR (18-24 months)

Conservative
$2,000 - $5,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
8/10
Feasibility
9/10
Market Potential
7/10
Evidence
8/10
Overall
8/10
Found on September 24, 2025 • Analyzed on September 24, 2025 8:00 AM

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How should I validate this service idea before building it?

2:34 PM

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

  1. Customer interviews: Talk to Generalist to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your low difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and < 1 month, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available < $100
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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