Jason On Firms Podcast

496 The MOST IMPORTANT Areas of your Accounting Firm To Work On

Aug 7, 2025
Discover how to prioritize essential tasks in an accounting firm using a creative metaphor involving rocks and sand. Learn the art of delegation to focus on impactful work instead of getting bogged down by distractions. Find out how to master time management by setting aside dedicated hours for crucial activities. Gain insights into intentional calendar management and schedule negotiation to enhance productivity and drive long-term growth.
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ADVICE

Value Your Time Like Big Rocks

  • Prioritize the "big rocks" in your day before the smaller "gravel" tasks to ensure important things get done.
  • Value your time highly and be selective about where you invest your energy.
ADVICE

Limit Email to One Check Daily

  • Avoid starting your day by checking email; it is often just others' priorities unloading on you.
  • Check email only once a day and delegate tasks to prevent bottlenecks in your workflow.
ANECDOTE

From Client Work to Firm Leadership

  • Jason transitioned from heavy client work to focus fully on firm management to improve operations.
  • This shift reduced his daily email time from about six hours and allowed better delegation and firm growth.
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