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548 How Accounting Firms Can Escape the Email Inbox

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Manage episode 522384498 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.

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T
🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T

☎ Leave me a voicemail at (1)516-980-4968!

📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/

In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free from it. I cover the mindset shifts, the delegation steps, and the systems that make inbox help actually work. I also talk about how to set better boundaries, build team ownership around communication, and give yourself the space to focus on the high-value work that moves your firm forward.

💰 Today's Sponsors
Financial Cents: https://financial-cents.com/
đŸ’” Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
đŸ’» Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/
Verito: https://verito.com/
TeamUp: http://hireteamup.com/jason

đŸ—Łïž Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

  continue reading

549 episodes

Artwork
iconShare
 
Manage episode 522384498 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.

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T
🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T

☎ Leave me a voicemail at (1)516-980-4968!

📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/

In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free from it. I cover the mindset shifts, the delegation steps, and the systems that make inbox help actually work. I also talk about how to set better boundaries, build team ownership around communication, and give yourself the space to focus on the high-value work that moves your firm forward.

💰 Today's Sponsors
Financial Cents: https://financial-cents.com/
đŸ’” Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
đŸ’» Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/
Verito: https://verito.com/
TeamUp: http://hireteamup.com/jason

đŸ—Łïž Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

  continue reading

549 episodes

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