Jason On Firms Podcast 513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms
Sep 15, 2025
Discover the impact of self-limiting beliefs on accounting firms and how reframing perspectives can attract ideal clients. Learn strategies to manage pricing and navigate risks effectively by viewing projects as a portfolio. Explore the power of automation and innovative tools that can modernize practices and enhance client interactions. Gain insights on aligning with high-quality clients to foster personal and professional growth while embracing intentional client selection for long-term success.
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Assumptions Shape Firm Possibilities
- Our firm's capability is shaped by the assumptions we hold about clients and change.
- Exposing yourself to other people's experiences expands what's possible for your firm.
Grade Clients To Prioritize Change
- Grade clients quickly (A–D) to weight feedback and prioritize change.
- Treat objections from C/D clients as lower priority unless they are A clients.
Buying An 80-Year Firm Blocked Change
- Jason bought an 80-year tax firm and delayed modernization because of legacy-client excuses.
- He realized accommodating old clients blocked change and perpetuated outdated processes.