570 How To Know If Your Accounting Firm Needs a Coach episode artwork

EPISODE · Jan 28, 2026 · 1H 14M

570 How To Know If Your Accounting Firm Needs a Coach

from Jason On Firms Podcast · host Jason Staats

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.💰 Today's SponsorsMakersHub: https://makershub.ai/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: https://missiveapp.com/Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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570 How To Know If Your Accounting Firm Needs a Coach

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