Journey of Delegation in Accounting Firm Growth

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger dives into the entrepreneurial journey of Jason Blumer, one of the most renowned voices in the accounting world. Here are the key takeaways from their insightful conversation:

• From CPA to Business Leader: Jason shares his personal story of moving from the structured world of working as an accountant to the dynamic realm of entrepreneurship, coining the term “accountrepreneur” to describe this unique crossover.

• Strategic Delegation and Operational Efficiency: As a business grows, the necessity to delegate becomes more pronounced. Roger and Jason emphasize how hiring the right operational staff is crucial for maintaining both efficiency and profitability.

• Navigating Business Growth: Roger and Jason explore the challenges that come with a growing company, particularly when hitting the 25-32 employee mark. Jason advises that this is the time for owners to pivot from revenue generation to focusing on visionary and managerial responsibilities.

• Building Effective Teams: Jason stresses the importance of defining clear roles and assembling teams that align with the business owner’s strengths and the company’s objectives.

• Leadership and Delegation: Learn how leaders can recognize when it’s time to step back from certain tasks and trust their team for the business’s sustained success.

• Supportive Environments and Constructive Feedback: Jason underlines the value of creating a culture that encourages feedback and the pursuit of external support systems to maintain accountability and the well-being of both the owner and the organization.

• Key Advice for Aspiring ‘Accountrepreneurs’: Listeners will gain insights into the mindset and strategies needed to successfully transition from a technical role into a thriving entrepreneur.

Stay tuned as we delve into these themes and uncover the lessons Jason Blumer has learned on his journey to building a successful and sustainable business. Whether you’re a CPA looking to branch out or an entrepreneur at heart, this episode is packed with actionable advice to help you grow and manage your venture effectively.

If you’re ready to take the next step on your Accountrepreneur’s Journey, give Universal Accounting Center a call at  801-623-6707 or schedule an appointment online at your convenience.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Jason Blumer

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

Jason offer, join the community and save: https://thriveal.com/contact/

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777