Three-Tier Proposal System for Accounting Services

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Three-Tier Proposal System for Accounting Services

Inspired by a conversation on:

Jason On Firms Podcast

Jason On Firms Podcast

516 What Accounting Firms Should Prioritize Before 12/31

Host: Jason Staats

Timestamp: 00:25:25 - 00:31:10

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

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Feather Flow

Direct Quote

"The gold package is something that's going to be super premium and attractive to Mercedes guy."

Market Gap

Firms underutilize pricing strategies to maximize service profitability.

Many accounting firms struggle with pricing their services effectively, often relying on flat rates or hourly billing that fail to capture the full value of their offerings. This leads to missed revenue opportunities and underpricing of premium services. Firms might not recognize that clients are willing to pay more for enhanced service delivery and personalized attention. Without a structured approach to pricing, firms may find themselves stuck in a cycle of competing on price rather than value, which undermines long-term profitability and growth.

Summary

This idea proposes the implementation of a three-tier proposal system for accounting services that allows firms to offer different pricing packages based on service delivery levels. Each tier would provide varying degrees of service, from basic to premium, allowing clients to choose based on their needs and willingness to pay. This approach not only helps firms capture a broader client base but also better aligns service quality with pricing. By communicating the value of each tier clearly and offering limited availability for premium packages, firms can increase their revenue while enhancing client satisfaction through tailored service options.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$100-$1,000

Potential MRR (18-24 months)

Conservative
$3,000 - $6,000 MRR
Moderate (Most Likely)
$10,000 - $15,000 MRR
Optimistic
$20,000 - $30,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
8/10
Feasibility
8/10
Market Potential
9/10
Evidence
8/10
Overall
8.4/10
Found on September 22, 2025 • Analyzed on October 4, 2023 3:52 PM

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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 Subject Matter Expert 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 medium 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 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $100-$1,000
  • 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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