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In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication, and using the inbox as a signal for what still hasn’t been delegated. We also touch on setting clearer client boundaries, improving onboarding, and why freeing up capacity is more about systems and trust than working harder.
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What is Jason On Firms Podcast?
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms