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! [email protected] 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 SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial 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-staatsSoraban: 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 Bottleneck01:24 - Why Most Firms Stay Inefficient03:06 - Good Portal vs. Bad Portal08:03 - Better Client Request Systems15:23 - Portal Workflows That Actually Scale23:37 - 🏖️ Accounting Firms Gone Wild34:35 - 📬 Mailbag35:06 - Is Acupuncture Too Small a Niche?38:08 - Mercury vs. Relay41:33 - EA vs. CPA for Firm Owners43:27 - Growing a Bookkeeping Firm Faster45:56 - Handling Bad Google Reviews47:28 - Should I Leave My Firm?49:21 - AI and Citizen Developers51:20 - 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/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa