{"podcast":{"title":"Jason On Firms Podcast","slug":"jason-on-firms-podcast-6263492","podcast_index_feed_id":6263492,"rss_url":"https://feeds.transistor.fm/jason-daily","website_url":"https://www.jasononfirms.com/","image_url":"https://img.transistorcdn.com/7dh8LbMvEikr3QIDCao5mk1Mb0ELj-YzcSWIHH-j8FA/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.jpg","author":"Jason Staats","episode_count":628,"summary":"I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms","last_synced_at":"2026-07-24T16:20:50.244279+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492"},"episode":{"title":"587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]","slug":"587-the-best-accounting-firm-workflows-for-deadlines-how-bookkeeping-and-tax-firms-solve-for-bottlenecks","published_at":"2026-03-02T08:00:00+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/587-the-best-accounting-firm-workflows-for-deadlines-how-bookkeeping-and-tax-firms-solve-for-bottlenecks","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/6bcb92e8","audio_url":"https://media.transistor.fm/6bcb92e8/0ccb42fc.mp3","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! jason@jasononfirms.com In this episode, I break down how accounting firms can better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookkeeping and tax firms typically evolve their workflow systems over time and why proactive communication with clients can prevent status-check chaos. I also roast cleanup bookkeeping as a business model, explain why it is often the worst work to take on, and share better ways to scope and price it. The episode wraps with a mailbag covering firm growth breakpoints, niching into small solopreneurs, hiring trial day tests, and practical video production tips. 📄 Here’s a link to some of those example docs https://drive.google.com/drive/folders/1bVm4_PMNm7aE6l7HC1WZqyB4Ti2jEdXZ?usp=sharing 🎤 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/ 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 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa","meta_description":"🚀 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 e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3750,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/587-the-best-accounting-firm-workflows-for-deadlines-how-bookkeeping-and-tax-firms-solve-for-bottlenecks/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/587-the-best-accounting-firm-workflows-for-deadlines-how-bookkeeping-and-tax-firms-solve-for-bottlenecks.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}