Episode

592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]

Podcast
Jason On Firms Podcast
Published
Mar 19, 2026
Duration seconds
2291
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Canonical source
https://share.transistor.fm/s/0dcdcb8e
Audio
https://media.transistor.fm/0dcdcb8e/c2ab7336.mp3
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Markdown
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Summary

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 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 ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! [email protected] In this episode, I sit down with Logan Graff to break down what actually happened inside his firm over the last year after he shared his annual financials publicly. We talk about why revenue went down, why profit mostly held steady, and how splitting his focus across multiple businesses affected growth inside the accounting firm itself. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 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 📹 Check out Logan’s video here! https://youtu.be/VfkQZngRuKQ?si=rVMIVsbWVURK82hr 💻 Follow him on LinkedIn https://www.linkedin.com/in/logangraf/ 📌 Here’s his community https://countercommunity.co/ 🎤 And the live event he’s cohosting in May https://www.launch-your-firm.com/ 💰 Today's Sponsors Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Verito: https://verito.com/ Soraban: https://www.soraban.com/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users MakersHub: https://makershub.ai/ TeamUp: https://www.hireteamup.com/jason // Chapters: 00:00 Intro 00:53 Meet Logan Graff 01:50 Revenue down, profit steady 04:00 Why the firm contracted 05:40 Selling bookkeeping vs tax 12:04 How Logan prices clients now 17:58 Pricing growth over time 20:02 Why new firm owners get stu…