603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]
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In this episode, I break down a real accounting firm doing over $400K in revenue while the owner works about 30 hours a week most of the year and takes eight weeks off. I walk through the firm’s revenue mix, team structure, seasonal workflow, pricing model, billing approach, tech stack, and why the owner is still the main bottleneck. Then I explain the six most common owner bottlenecks in accounting firms, from review and knowledge transfer to structure, delegation, escalation, and pricing.
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// Chapters:
00:00 - A $400K calm firm
01:31 - Firm snapshot + revenue mix
05:36 - Seasonal workflow + vacation
08:51 - Three-tier pricing model
16:10 - Upfront billing strategy
20:21 - Marketing + tech stack
22:53 - Main pain: owner bottleneck
26:50 - The Dirty Dozen + events
30:23 - Six bottleneck causes
34:50 - Knowledge bottleneck
37:50 - Structural bottleneck
40:17 - Meddling bottleneck
43:02 - Escalation bottleneck
48:24 - Pricing bottleneck
54:55 - Community + referral network
CTA 🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down a real accounting firm doing over $400K in revenue while the owner works about 30 hours a week most of the year and takes eight weeks off. I walk through the firm’s revenue mix, team structure, seasonal workflow, pricing model, billing approach, tech stack, and why the owner is still the main bottleneck. Then I explain the six most common owner bottlenecks in accounting firms, from review and knowledge transfer to structure, delegation, escalation, and pricing.
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 - A $400K calm firm
01:31 - Firm snapshot + revenue mix
05:36 - Seasonal workflow + vacation
08:51 - Three-tier pricing model
16:10 - Upfront billing strategy
20:21 - Marketing + tech stack
22:53 - Main pain: owner bottleneck
26:50 - The Dirty Dozen + events
30:23 - Six bottleneck causes
34:50 - Knowledge bottleneck
37:50 - Structural bottleneck
40:17 - Meddling bottleneck
43:02 - Escalation bottleneck
48:24 - Pricing bottleneck
54:55 - Community + referral network
CTA 🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
![603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]](https://img.transistorcdn.com/1sdEij6VeeedX7TaSUGauQ5vOsdpFg5MEv-DPWe3vbs/rs:fill:0:0:1/w:800/h:800/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp)