About this episode

In this episode, Jason Staats discusses an accounting firm generating over $400K in revenue while addressing the owner's bottlenecks.

🚀 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 a real accounting firm doing over $400K in revenue while the owner works about 30 hours a week most of the year and takes eight weeks off. I walk through the firm’s revenue mix, team structure, seasonal workflow, pricing model, billing approach, tech stack, and why the owner is still the main bottleneck. Then I explain the six most common owner bottlenecks in accounting firms, from review and knowledge transfer to structure, delegation, escalation, and pricing. 🎤 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 Sponsors TeamUp: https://www.hireteamup.com/jason Soraban: https://www.soraban.com/ Makershub…

People in this episode

Host: Jason Staats

Topics covered

• accounting
• business management
• owner bottlenecks
• firm structure
• vacation policies

Sponsors

TeamUp, Soraban, Makershub, Missive, Canopy, Cloud Accounting Staffing

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