Jason On Firms Podcast 526 The Accounting Firm Unlimited Client Hack
Oct 15, 2025
Dive into strategies for discovering concentrated client sources and building a niche accounting practice. Learn how to tap into mandatory onboarding opportunities across various industries. Jason explains the importance of client feedback on where to network and the hidden potential of social media. Analyze negative reviews to uncover common issues and proactively gather positive testimonials to enhance your firm’s reputation. Plus, catch insights on leveraging conferences for real problem spotting in your niche!
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Exploit Mandatory Industry Funnels
- Identify industry choke points where everyone entering must pass through a single process.
- Plug into that mandatory funnel to gain a steady stream of clients with minimal outbound effort.
Ask Current Clients Where They Gather
- Ask existing ideal clients where they learn and gather to find concentrated rooms.
- Use their answers to prioritize conferences, training programs, and state-required onboarding.
Show Up At Mandatory Trainings
- Target state licensing, mandatory training, and onboarding for niche industries (franchises, trucks, childcare, etc.).
- Offer short accounting segments inside those required programs to become the default provider.