630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]

🚀 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 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 🏖️ Accounting Firms Gone Wild, where I review unusual accounting firms currently for sale, and answer listener questions in 📬 Mailbag. 🔥 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 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 - 🏖️ Accounting Firms Gone Wild 34:35 - 📬 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 - Handling Bad Google Reviews 47:28 - Should I Leave My Firm? 49:21 - AI and Citizen Developers 51:20 - Leaving a $200K Job to Start a Firm 💼 Links to those accounting firm listings: Peer Review Practice https://accountingpracticesales.com/united-states/west/utah/20901-Utah-Based+CPA+Peer+Review+Practice/ Cupertino Firm https://www.bizbuysell.com/business-opportunity/rapid-growth-cpa-wants-another-cpa-25-49/2441221/ NW Montana Firm https://accountingpracticesales.com/united-states/west/montana/20849-Northwest+Montana+CPA+Practice/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa