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Episode

605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Letā€™s get more work out the door]

Podcast
Jason On Firms Podcast
Published
May 5, 2026
Duration seconds
3735
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/dc8888a0
Audio
https://media.transistor.fm/dc8888a0/61f85472.mp3
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/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/605-6-steps-to-workflow-your-way-into-a-better-accounting-firm-let-s-get-more-work-out-the-door
Markdown
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Summary

šŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ šŸ“© 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 ā˜Žļø Leave me a voicemail at (1)516-980-4968! šŸ“§ Email me! [email protected] In this episode, I break down why most accounting firm workflow problems are actually capacity problems. I walk through six common capacity bottlenecksā€”from not knowing your real bandwidth and busy season overload to owner burnout, hiring paralysis, and the client communication death spiral. The core issue usually isnā€™t workflow softwareā€”itā€™s pricing, bad-fit clients, and trying to serve too many people without enough margin. Then I shift into a rapid-fire ā€œthis or thatā€ segment comparing accounting firm tools like Financial Cents vs TaxDome, Digits vs Double, MakersHub vs Ramp, offshore vs onshore hiring, firm acquisition vs building a sales team, and more. The big takeaway: better firms come from better clients, not just better workflows. šŸŽ¤ Iā€™m going live! Grab your tickets here: https://www.jasononfirms.com/events šŸ”„ Hereā€™s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agšŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps šŸ’° Today's Sponsors Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates Soraban: https://www.soraban.com/ Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Missive: https://missiveapp.com/jason Canopy: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters: 00:00 - Workflow problems are really caā€¦