# 593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/593-this-drives-better-accounting-firm-workflow-how-modern-firms-have-found-a-better-workflow-approach
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/593-this-drives-better-accounting-firm-workflow-how-modern-firms-have-found-a-better-workflow-approach.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-03-25T01:13:56+00:00
Episode link: https://share.transistor.fm/s/b6f18f93
Audio file: https://media.transistor.fm/b6f18f93/6778edb4.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/593-this-drives-better-accounting-firm-workflow-how-modern-firms-have-found-a-better-workflow-approach
Duration seconds: 3523

## Resource

🚀 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! jason@jasononfirms.com In this episode, I share a practical framework to fix productivity in accounting firms, from planning your day and reducing distractions to structuring your team for better output. I walk through a real bookkeeping firm doing $800K and break down why they’re hitting a ceiling and how to restructure using pods and incentive pay. I also cover where AI actually fits in running a firm today, why most firms are focusing on the wrong things, and how to balance AI curiosity with building a profitable business. 🎤 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 💰 Today's Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/jason Financial Cents: Book a demo at https://hubs.li/Q03PYVrp0 or sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Verito: https://verito.com/ MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats // Chapters: 00:00 Intro and productivity framework setup 02:04 Why most accountants feel unproductive 02:25 Building a daily plan 03:50 Prioritizing your own work vs email 05:00 Structuring your day for energy levels 06:10 Managing distractions and focus 09:16 Maker vs manager schedu…

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