Jason On Firms Podcast

545 The Secret To Accounting Firm Delegation (Keynote)


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In this episode, I share a keynote on building a firm-wide habit of delegation so you can push work down the expertise ladder, upskill your team faster, and get yourself out of the day-to-day client grind. I walk through concrete examples for tax, bookkeeping, review, email, and client communication, and tie it back to end-of-year planning so you can redesign your own task list (and your teamโ€™s) to match the kind of firm owner you actually want to be.

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Jason On Firms PodcastBy Jason Staats

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