600 A Claude Cowork SECURITY Guide for your Accounting Firm
About this episode
In this episode, Jason Staats shares a framework for hiring decisions and client management in accounting firms.
🚀 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 share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 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 Sponsors Soraban: https://www.soraban.com/ TeamUp…
People in this episode
Host: Jason Staats
Topics covered
- accounting
- hiring
- business strategy
- client management
- consulting
- niche positioning
Sponsors
Soraban, TeamUp, Verito, Financial Cents
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- 599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]
- 598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
- 597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
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