Jason On Firms Podcast 541 10 Commandments of Accounting Firms
Nov 18, 2025
Discover the 10 commandments for running a thriving accounting firm. Learn the importance of responsive client communication and the need to let go of clients who hinder your growth. Prioritize profitability over reckless expansion while you build a self-sufficient team. Hiring smarter and empowering your staff to delegate are key tactics. Embrace niche visibility to attract ideal clients and implement effective marketing through service. Plus, Jason highlights the importance of enjoying the journey and building resilience in entrepreneurship.
AI Snips
Chapters
Transcript
Episode notes
Set Clear Communication Rules
- Answer client inquiries by defining clear communication rules and turnaround times.
- Design systems that handle human callbacks so clients don't feel ignored.
Legacy Clients Hinder Growth
- Legacy clients can block firm evolution because they expect the old version of your service.
- Good people do not always equal good clients; alignment matters more than niceness.
Curate For Best-Fit Clients
- Curate your client list by trimming poor-fit accounts and prioritizing best-fit clients.
- Focus on the 30% of clients who are great fits and let go of the rest to scale well.