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Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down the three biggest priorities accounting firm owners need to tackle before year-end, including tech transitions, hiring, client renewals, and getting ahead of January production. Then, in 🏹 Firm Hunters, we look at a $1.4 million accounting firm with an unbelievable 87% of revenue going to the owner. I also introduce a new segment called 👿 Mean Bag to tackle whether AI is about to get dramatically more expensive, rethink the all-in-one versus best-of-breed software debate in 🤓 Nerd Corner, and answer 📬 Mailbag questions about accounting ledgers, getting clients to sign proposals, AI agents, and keeping client data secure.
// Chapters: 01:32 - Do This By November 1 11:06 - Do This By December 1 20:44 - Do This By January 1 22:49 - This $1.4M/yr Firm Is Running An 87% Margin!? 28:38 - Is AI About To Get Expensive? 34:03 - Is All-in-One A Mirage? 42:38 - Double vs New AI Ledgers 45:38 - Simplify That Proposal! 47:28 - Create An AI Agent User? 49:12 - Claude MAX Plan Made Secure? 52:07 - Lester Returns
📞 Leave me a voicemail at +1 (516) 980-4968! 📧 Email me! jason@jasononfirms.com
📌 Here’s that $1.4M/yr firm https://privatepracticetransitions.com/business-listing/1265-established-cas-practice-with-strong-growth/
🗣️ Continue the discussion on social! X https://x.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
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