Jason On Firms Podcast 095 The 6 Core Attributes of Successful Accounting Firms
Aug 21, 2023
This podcast discusses the foundational aspects of accounting firms, including core tools and automation. It explores improving client experience and handling payments, building a resilient staffing pipeline, the importance of upfront pricing and payment, ad reads for firm 360 and Co-Pilot, and managing cyclicality in accounting firms.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 6min
Improving Client Experience and Handling Payments in Accounting Firms
05:47 • 3min
Building a Resilient Staffing Pipeline for Accounting Firms
08:49 • 3min
The Importance of Upfront Pricing and Payment
12:05 • 8min
Ad reads for firm 360 and Co-Pilot
19:53 • 3min
Managing Cyclicality in Accounting Firms
22:25 • 8min