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In this episode, I break down why client information gathering is still the biggest bottleneck in most accounting firms and how the best firms use portals, automation, admins, and better processes to eliminate unnecessary project touches. I also introduce 🏖️ Accounting Firms Gone Wild, where I review unusual accounting firms currently for sale, and answer listener questions in 📬 Mailbag.

🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

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Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Financial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
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// Chapters:
00:00 - The Biggest Workflow Bottleneck
01:24 - Why Most Firms Stay Inefficient
03:06 - Good Portal vs. Bad Portal
08:03 - Better Client Request Systems
15:23 - Portal Workflows That Actually Scale
23:37 - 🏖️ Accounting Firms Gone Wild
34:35 - 📬 Mailbag
35:06 - Is Acupuncture Too Small a Niche?
38:08 - Mercury vs. Relay
41:33 - EA vs. CPA for Firm Owners
43:27 - Growing a Bookkeeping Firm Faster
45:56 - Handling Bad Google Reviews
47:28 - Should I Leave My Firm?
49:21 - AI and Citizen Developers
51:20 - Leaving a $200K Job to Start a Firm

💼 Links to those accounting firm listings:
Peer Review Practice https://accountingpracticesales.com/united-states/west/utah/20901-Utah-Based+CPA+Peer+Review+Practice/
Cupertino Firm https://www.bizbuysell.com/business-opportunity/rapid-growth-cpa-wants-another-cpa-25-49/2441221/
NW Montana Firm https://accountingpracticesales.com/united-states/west/montana/20849-Northwest+Montana+CPA+Practice/

🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]

Jason On Firms Podcast

630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]