# 630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/630-the-workflow-secret-driving-profitable-accounting-firms-what-the-best-firms-are-doing-today Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/630-the-workflow-secret-driving-profitable-accounting-firms-what-the-best-firms-are-doing-today.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-07-31T07:00:00+00:00 Episode link: https://share.transistor.fm/s/6a99b87e Audio file: https://media.transistor.fm/6a99b87e/7608bbcd.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/630-the-workflow-secret-driving-profitable-accounting-firms-what-the-best-firms-are-doing-today Duration seconds: 3307 ## Resource πŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ πŸ“© 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! πŸ“§ Email me! jason@jasononfirms.com In this episode, I break down why client information gathering is still the biggest bottleneck in most accounting firms and how the best firms use portals, automation, admins, and better processes to eliminate unnecessary project touches. I also introduce πŸ–οΈ Accounting Firms Gone Wild, where I review unusual accounting firms currently for sale, and answer listener questions in πŸ“¬ Mailbag. πŸ”₯ Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agπŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps πŸ’° Today's Sponsors Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Financial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats Soraban: https://www.soraban.com/ Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes // Chapters: 00:00 - The Biggest Workflow Bottleneck 01:24 - Why Most Firms Stay Inefficient 03:06 - Good Portal vs. Bad Portal 08:03 - Better Client Request Systems 15:23 - Portal Workflows That Actually Scale 23:37 - πŸ–οΈ Accounting Firms Gone Wild 34:35 - πŸ“¬ Mailbag 35:06 - Is Acupuncture Too Small a Niche? 38:08 - Mercury vs. Relay 41:33 - EA vs. CPA for Firm Owners 43:27 - Growing a Bookkeeping Firm Faster 45:56 -… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/630-the-workflow-secret-driving-profitable-accounting-firms-what-the-best-firms-are-doing-today/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/630-the-workflow-secret-driving-profitable-accounting-firms-what-the-best-firms-are-doing-today.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.