Jason On Firms Podcast 560 TIME Management Advice for Accounting Firms
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Jan 2, 2026 Explore practical strategies for firm owners to escape daily chaos through time audits and effective delegation. Discover the importance of building trust within teams and introducing admins into client communication. Learn how to categorize tasks to identify what can be offloaded, and why creating a culture of delegation accelerates staff growth. Gain insights on setting clearer client boundaries and optimizing onboarding processes. Ultimately, find out how systems can save time and enhance firm capacity.
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Make Delegation Non‑Optional
- Delegate early and visibly to teach delegation and protect owner time.
- Make delegation non-optional so staff upskill quickly and owners can focus on higher-value work.
From Warehouse To Controller In Four Years
- Jason describes hiring a warehouse worker who became a controller-level performer in four years.
- That person then left for higher pay, illustrating fast staff growth and inevitable turnover.
To‑Do Lists Are Often Wish Lists
- Your to-do list is usually a wish list because you overestimate capacity.
- Over-delegate more than you think to create the slack needed for new opportunities.