Jason On Firms Podcast 160 The 9 Ways to Prep Your Accounting Firm for 2024
Dec 12, 2023
Learn about nine effective ways to prepare for the busy season and future-proof your accounting firm, including optimizing workflow templates, streamlining work and communication, and setting expectations with clients. Gain insights on timing renewals and creating a selective client list, as well as strategies for improving client communication and managing workload.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Timing of Renewals and Selective Client List
03:08 • 6min
Preparing Your Accounting Firm for the Future and Improving Client Communication
09:27 • 5min
Optimizing Workflow Templates in an Accounting Firm
14:32 • 2min
Streamlining Work and Communication in an Accounting Firm
16:48 • 8min
Scheduling Work and Setting Expectations
24:59 • 5min