Jason On Firms Podcast

Ryan Lozanis, CPA and founder of Future Firm, shares his insights on revolutionizing the accounting landscape. He discusses his transition from firm owner to community builder, emphasizing modern practices like content marketing and peer support. Ryan highlights the importance of niche-specific communities and innovative coaching methods that leverage asynchronous learning. He also elaborates on the evolution of personalized accounting services, advocating for structured systems to enhance productivity and foster professional growth.

Mike Sylvester, a CPA and seasoned traveler, partners with Rebecca Driscoll, an accounting firm owner and coach, to discuss their new community aimed at supporting accountants. They share insights on building nurturing environments and emphasize the importance of collaboration to tackle industry challenges. The conversation touches on bridging generational gaps through mentorship and navigating self-promotion in the online space. They also explore how a unified community can enhance professional growth and facilitate smoother transitions during firm ownership changes.

Nurturing existing client relationships can be more rewarding than finding new ones. Discover how to evaluate client value for sustainable success while avoiding low-value engagements. Entrepreneurs redefine professional value by focusing on real solutions over traditional credentials. Visibility and community involvement can drive growth for small accounting firms, especially with subscription-based models. Finally, establishing boundaries with clients is crucial for improving relationships and modernizing firms.

Discover why analyzing client profitability is essential for accounting firms. Learn how strategic pricing adjustments can significantly boost profits. Time management emerges as a key indicator of true wealth in the financial world, overshadowing mere monetary gains. Explore innovative hiring strategies, including tapping into offshore talent to enhance productivity. Plus, delve into client retention tactics that not only elevate service offerings but also attract and retain more profitable clients. This discussion is packed with actionable insights!

Discover how to revolutionize client renewals with urgency and scarcity tactics. Learn effective strategies to make service offerings more appealing while optimizing client engagement. The discussion delves into communication techniques that can prompt timely decisions from clients. Explore how strategic hiring can enhance offers and improve financial reporting. Get insights on maintaining service value with proper framing and the importance of structured follow-up for better client retention.

Discover the shortcomings of traditional work paper management tools in accounting and the potential of AI to revolutionize workflows. Learn how targeting high-quality leads can boost website traffic and foster client relationships. Explore the idea of an awards show in the accounting world to enhance visibility and networking. Plus, find out how integrating e-signature solutions can streamline processes and improve efficiency while inviting feedback on these innovations.

Discover how to break free from the traditional firm model by prioritizing impactful time management and setting strict boundaries. Explore the shift from hands-on service to scalable business approaches, leveraging expertise and social media for growth. Hear a personal transformation story that emphasizes the importance of physical health in the workplace. Learn strategies to reclaim your time and maximize value by delegating tasks and focusing on delivering lasting benefits.

Discover how to balance costs and benefits when selecting practice management tools. Learn about the evolving landscape of these systems in the accounting world and the crucial role of workflow tools. The conversation emphasizes making informed investments to boost profitability and enhance service offerings. Gain insights into preparing your tech stack for the future, ensuring your firm remains competitive as technology evolves. This is essential listening for accounting professionals navigating their firm's growth.

💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa