Jason On Firms Podcast 567 This Accounting Firm Is OVER CAPACITY
Jan 19, 2026
The podcast dives into the struggles of an accounting firm bursting at the seams. It uncovers how capacity issues are often rooted in pricing and positioning rather than tech challenges. Listeners learn about identifying ‘A clients’ who truly add value, setting non-negotiable rules, and the economics of raising prices. Jason emphasizes the importance of selectivity and shares strategies for tiered pricing to help clients self-select into higher value offerings. The aim is to reshape how firms operate, allowing them to better support their owners' lives.
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Solo Practice Grows To Capacity
- The firm is a solo practice turned small firm with 60% bookkeeping and 40% tax revenue projected at $150K in 2025. They serve three local clients in-person weekly and the rest remotely from home.
Owner's Return And Succession Plan
- The owner worked bookkeeping roles, learned tax, raised kids, divorced, then rebuilt a solo practice and became an enrolled agent. She recently hired a part-time admin and aims to hand the firm to her assistant in seven years.
Fix The Work, Not The Machine
- Capacity problems usually stem from pricing and positioning, not tech or hiring. Fix what you run through the machine before upgrading the machine itself.