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545 The Secret To Accounting Firm Delegation (Keynote)
Manage episode 521281912 series 3462006
đ Come meet me in person. Iâm hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T
đ Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T
Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025
âď¸ Leave me a voicemail at (1)516-980-4968!
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 teamâs) to match the kind of firm owner you actually want to be.
đ Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T
đŁď¸ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
548 episodes
Manage episode 521281912 series 3462006
đ Come meet me in person. Iâm hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T
đ Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T
Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025
âď¸ Leave me a voicemail at (1)516-980-4968!
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 teamâs) to match the kind of firm owner you actually want to be.
đ Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T
đŁď¸ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
548 episodes
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