{"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":"605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]","slug":"605-6-steps-to-workflow-your-way-into-a-better-accounting-firm-let-s-get-more-work-out-the-door","published_at":"2026-05-05T13:27:31+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/605-6-steps-to-workflow-your-way-into-a-better-accounting-firm-let-s-get-more-work-out-the-door","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/dc8888a0","audio_url":"https://media.transistor.fm/dc8888a0/61f85472.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 why most accounting firm workflow problems are actually capacity problems. I walk through six common capacity bottlenecks—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 isn’t workflow software—it’s pricing, bad-fit clients, and trying to serve too many people without enough margin. Then I shift into a rapid-fire “this or that” 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. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 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 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 ca…","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":3735,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/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/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-6263492/605-6-steps-to-workflow-your-way-into-a-better-accounting-firm-let-s-get-more-work-out-the-door.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}