Jason On Firms Podcast 545 The Secret To Accounting Firm Delegation (Keynote)
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Nov 26, 2025 Discover the art of delegation to transform the way you run your firm. Learn how to redesign daily tasks to match your leadership identity and elevate your team's roles. Explore practical strategies for streamlining tax processes and month-end tasks, enabling your admins to handle significant workloads. Find out how to manage emails effectively by delegating inbox responsibilities, and rethink client communication for better engagement. Plus, dive into essential year-end planning to align tasks with your aspirations for the next year.
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Protect Your Day From Email
- Start your day with your own highest-value work instead of email to avoid other people's priorities hijacking your time.
- Check email once daily and schedule focused deep-work blocks to regain multi-hour uninterrupted time.
Crowdsource Major Tech Decisions
- Crowdsourcing peer experiences yields better practice-management choices than vendor pitches alone.
- Jason used thousands of firm responses to recommend systems rather than relying on single-vendor claims.
From Firm Owner To Community Learner
- Jason stopped running a firm and now learns from hundreds of firms and events to advise others.
- He uses community input and aggregated data to inform recommendations he couldn't get from running a single firm.