AI-Augmented Firm Playbook

The 3-Tier Proposal Builder

Modern accounting firms use AI to draft proposals straight from discovery-call transcripts — and price them in three tiers. Toggle services, size the client, and watch the pillars (and the price) respond.

drag to orbit · tap a tier button to select
Selected: GOLD tier

Engagement Scope

Monthly bookkeeping + AI categorizationAuto-coded transactions, human review
AI proposal & report draftingFrom call transcripts to signed PDF
Tax planning & quarterly estimatesScenario modeling, safe-harbor calcs
Crypto cost-basis trackingWallet sync, lot matching, 8949 output
CFO dashboard & forecasting13-week cash flow, KPI alerts
Gold tier — monthly$0
0hhours saved/mo
$0client value/mo
0xclient ROI

Why three tiers?

Anchoring. A single price invites yes/no; three prices invite "which one?" Most buyers pick the middle, so firms design Silver as the target, Bronze as the credible floor, and Gold as the anchor that makes Silver feel reasonable. Typical spread: Bronze ×1, Silver ×1.8–2.2, Gold ×3–3.5.

Value-based, not hourly

AI collapses the hours a task takes — billing hourly means AI cuts your revenue. Value pricing charges for outcomes: clean books, taxes minimized, decisions supported. Formula used here: price ≈ base + Σ(service value) × client-size multiplier × tier factor, never hours × rate.

Transcript → proposal in minutes

The "127 ways" workflow: record the discovery call, have AI extract pains, entities, revenue, and systems, then draft a scoped proposal with the three tiers pre-filled. Partners edit instead of write. Firms report proposal turnaround dropping from days to under an hour — and close rates rise because speed signals competence.

Crypto basis: the new upsell

Clients with wallets across exchanges have untracked cost basis — a compliance time bomb. AI-assisted tools sync wallets, match tax lots (FIFO/HIFO), and produce Form 8949 data. It's specialist work clients gladly pay a premium line-item for, which is why toggling it moves the Gold pillar most.

Reading the pillars

Each pillar's height is that tier's monthly price. Bronze includes only core services; Silver adds automation and planning; Gold includes everything plus advisory cadence. The gold coin marks your selected tier. If a pillar barely grows when you add a service, that tier doesn't include it — an instant visual of the packaging logic.

ROI math shown to clients

Hours saved × the client's loaded hourly cost + error/penalty avoidance = monthly value. If value ÷ price ≥ 3×, the proposal practically sells itself. That's the number in the ROI box — put it on page one of every proposal.
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