Three-Tier Pricing Model for Legacy Clients

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Three-Tier Pricing Model for Legacy Clients

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

521 What To Do With LEGACY Accounting Firm Clients

Host: Jason Staats

Timestamp: 00:13:25 - 00:14:22

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Feather Flow

Direct Quote

"I'm still a big proponent of putting three tier proposals in front of them."

Market Gap

Legacy clients often underpay and limit firm growth.

Many accounting firms struggle with legacy clients who pay low fees but take up significant resources. These clients are often resistant to price increases, which can hinder the firm's ability to grow and attract better-paying clients. Current solutions often involve simply raising prices or letting these clients go, but this can lead to lost relationships and potential revenue. A more effective approach is to introduce a three-tier pricing model, allowing legacy clients to select a service level that reflects their willingness to pay, potentially increasing revenue without losing them outright.

Summary

The introduction of a three-tier pricing model allows accounting firms to present legacy clients with options—bronze, silver, or gold packages—enabling clients to self-select their service level based on their budget and needs. This model not only helps capture higher fees from clients who may be willing to pay more but also provides a structured way to manage client expectations. To implement this, firms can communicate the benefits of each tier, ensuring they reflect varying levels of service and access to expertise. This strategy helps maintain client relationships while optimizing profitability.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
$100-$1,000

Potential MRR (18-24 months)

Conservative
$5,000 - $10,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$20,000 - $40,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
8/10
Market Potential
7/10
Evidence
8/10
Overall
7.4/10
Found on October 3, 2025 • Analyzed on October 3, 2023 7:07 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:

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