585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs] episode artwork

EPISODE · Feb 23, 2026 · 1H 9M

585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs]

from Jason On Firms Podcast · host Jason Staats

🚀 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! [email protected] In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies. 🎤 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/ Verito: https://verito.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

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585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs]

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