Jason On Firms Podcast

Jason Staats

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605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]

5/5/2026 • 62 min

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.com In this episode, I break down why most accounting firm workflow problems are actually capacity problems. I walk through six common capacity bottlenecks—from not knowing your real bandwidth and busy season overload to owner burnout, hiring paralysis, and the client communication death spiral. The core issue usually isn’t workflow software—it’s pricing, bad-fit clients, and trying to serve too many people without enough margin. Then I shift into a rapid-fire “this or that” segment comparing accounting firm tools like Financial Cents vs TaxDome, Digits vs Double, MakersHub vs Ramp, offshore vs onshore hiring, firm acquisition vs building a sales team, and more. The big takeaway: better firms come from better clients, not just better workflows. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 💰 Today's SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsMissive: https://missiveapp.com/jasonCanopy: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters:00:00 - Workflow problems are really capacity problems01:30 - Dirty Dozen + six capacity bottlenecks20:00 Hire vs workflow + firing clients23:20 Client responsiveness + service quality30:30 This or That begins (tech + firm decisions)46:40 Staffing: offshore vs onshore52:20 Buy a firm or build a sales team58:40 AI, hiring, and the future of accounting01:01:00 Events + final CTA 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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