Jason On Firms Podcast

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In this episode, I explain why admins are the most underleveraged people inside accounting firms and share 13 practical ways to use them to increase capacity, improve client service, and free up your professional staff. I also count down my top 10 accounting conferences still happening in 2026, then wrap up with a rapid-fire “This or That” Mailbag covering firm growth, tech, AI, conferences, and practice management decisions.


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// Chapters:
00:00 - Why Admins Matter More Than Ever
01:28 - The Power of Deskilling Work
05:45 - #1 Information Gathering
08:27 - #2 Client Tech Support
09:52 - #3 Phone Triage & Client Service
14:16 - Detail Review & Offshore Admins
17:22 - Admins as Project Managers
18:42 - Build Pods Around Admins
20:42 - Let Admins Run Your Inbox
22:29 - Grow Admins Into Accountants
26:53 - 🤓 Nerd Corner — Top 10 Accounting Conferences
37:14 - Mailbag


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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