Jason On Firms Podcast 551 Employ THIS Delegation Practice In Your Accounting Firm
Dec 10, 2025
Discover how to reclaim your time by implementing smart delegation practices. Learn about setting strategic dollar thresholds to empower your team and optimize workflow. Dive into the importance of grading tax return complexity for effective delegation. Explore the benefits of having your team manage client renewals and vendor relations. Jason also emphasizes the need to start small and gradually shift responsibilities for impactful results. Get practical tips to enhance your firm's efficiency and growth!
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Less Is The Real Productivity Win
- You don't need more tasks; you need to eliminate or delegate low-value work.
- Setting dollar thresholds creates permission to stop doing or to hand off things without paralysis.
Pick A Bookkeeping Threshold And Step Back
- Set a clear dollar threshold (e.g., every bookkeeping client under $1,000/month) and transfer ownership to someone else.
- Accept that failures below the threshold are manageable and use a downside plan instead of perfectionism.
Real Firm Experience With Wide Client Range
- Jason bought a tax practice and built a cash practice, growing to a team of about 10 with engagements from $350 to nearly $500k/year.
- He used this experience to justify delegating low-dollar clients and creating thresholds.