{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/6a99b87e\"></iframe>","width":"100%","height":180,"duration":3307,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 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\n☎️ Leave me a voicemail at (1)516-980-4968!\n📧 Email me! jason@jasononfirms.com\nIn 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.\n🔥 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\n💰 Today's Sponsors\nCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates\nFinancial 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.\nKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats\nSoraban: https://www.soraban.com/\nVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes\n// Chapters:\n00:00 - The Biggest Workflow Bottleneck\n01:24 - Why Most Firms Stay Inefficient\n03:06 - Good Portal vs. Bad Portal\n08:03 - Better Client Request Systems\n15:23 - Portal Workflows That Actually Scale\n23:37 - 🏖️ Accounting Firms Gone Wild\n34:35 - 📬 Mailbag\n35:06 - Is Acupuncture Too Small a Niche?\n38:08 - Mercury vs. Relay\n41:33 - EA vs. CPA for Firm Owners\n43:27 - Growing a Bookkeeping Firm Faster\n45:56 - Handling Bad Google Reviews\n47:28 - Should I Leave My Firm?\n49:21 - AI and Citizen Developers\n51:20 - Leaving a $200K Job to Start a Firm\n💼 Links to those accounting firm listings:\nPeer Review Practice...","thumbnail_url":"https://img.transistorcdn.com/WvY80SZYJh0BUUDfxUslVN8oGjN1IJfCa0z9JWYBDvY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}