563 Profitable 1099 Work! A Guide for Accounting Firms
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In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why βsame as last yearβ is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.
π° Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
π Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T
βοΈ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why βsame as last yearβ is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.
π° Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
