Jason On Firms Podcast 490 I Wish Someone Had Shown Me These 6 Shortcuts
Jul 30, 2025
Discover powerful shortcuts to elevate your accounting firm by leveraging proven strategies and established resources. Learn how AI tools are transforming research and task management, making accounting more efficient than ever. The conversation emphasizes collaboration and personal growth through embracing technology. Join a community of over 500 tax and bookkeeping firm owners to unlock new levels of success.
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Don’t Reinvent The Wheel
- Avoid reinventing the wheel by seeking what others have already done in your field.
- Borrow proven ideas rather than trying to be a unique pioneer without network support.
Practice Management System Mistake
- Jason wasted 14 months choosing a practice management system based on a sales rep's pitch only to find a better option existed.
- He lacked a network, so he made decisions purely on marketing rather than peer advice.
Choose Off-The-Shelf Solutions
- Use off-the-shelf solutions offering 80% functionality instead of costly fully custom builds.
- Custom builds often trap firms with maintenance burdens and delays, diverting focus from core business.
