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545 The Secret To Accounting Firm Delegation (Keynote)

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Manage episode 521281912 series 3462006
Content provided by Jason Staats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Staats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T
📌 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

☎️ 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 team’s) to match the kind of firm owner you actually want to be.

🚀 Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp

  continue reading

548 episodes

Artwork
iconShare
 
Manage episode 521281912 series 3462006
Content provided by Jason Staats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Staats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T
📌 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

☎️ 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 team’s) to match the kind of firm owner you actually want to be.

🚀 Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp

  continue reading

548 episodes

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