653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027]

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Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down the three biggest priorities accounting firm owners need to tackle before year-end, including tech transitions, hiring, client renewals, and getting ahead of January production. Then, in 🏹 Firm Hunters, we look at a $1.4 million accounting firm with an unbelievable 87% of revenue going to the owner. I also introduce a new segment called 👿 Mean Bag to tackle whether AI is about to get dramatically more expensive, rethink the all-in-one versus best-of-breed software debate in 🤓 Nerd Corner, and answer 📬 Mailbag questions about accounting ledgers, getting clients to sign proposals, AI agents, and keeping client data secure.

// Chapters:
01:32 - Do This By November 1
11:06 - Do This By December 1
20:44 - Do This By January 1
22:49 - This $1.4M/yr Firm Is Running An 87% Margin!?
28:38 - Is AI About To Get Expensive?
34:03 - Is All-in-One A Mirage?
42:38 - Double vs New AI Ledgers
45:38 - Simplify That Proposal!
47:28 - Create An AI Agent User?
49:12 - Claude MAX Plan Made Secure?
52:07 - Lester Returns

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What is Accounting Firm Coach: Office Hours?

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms