Jason On Firms Podcast 563 Profitable 1099 Work! A Guide for Accounting Firms
Jan 9, 2026
Discover how to transform the chaos of 1099 season into a streamlined process for accounting firms. Learn why establishing clear systems and client expectations is more crucial than relying solely on technology. Avoid falling into the 'same as last year' trap by revisiting client needs annually. Explore a three-tier pricing framework designed to optimize profitability. Jason also shares the best tools firms are utilizing to efficiently manage 1099s, emphasizing clarity and communication.
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Process Trumps Tech For 1099s
- 1099 problems are usually process problems, not purely tech problems.
- Fixing expectations and creating a repeatable system beats swapping software.
Ask Clients Yearly Who Will Do 1099s
- Ask every client each year whether they will handle 1099s or want the firm to do it.
- Force a clear yes-or-no so responsibilities aren't assumed from prior years.
Use A Good Free Guide To Gate Paid Help
- Send a standardized email with a clear proposal and a strong free DIY guide.
- Use the free guide to raise the bar for paid help and justify higher minimum pricing.