๐ Get smarter faster by learning with other firm owners: https://jasononline.link/C568T
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T
โ๏ธ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why โsame as last yearโ is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.
๐ฐ Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
๐ฃ๏ธ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
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