This $250k Accounting Firm Is OVER CAPACITY

🔥 Let's roast your firm! airtable.com/s...
💰 Learn more about Firm360 myfirm360.com/
📃 Sign up for my weekly newsletter www.newsletter...
🎥 My video setup jaas.co/hey-ja...
💗 My accountant community: rlz.io/

[@jasoncpa]

Need some motivation to update your pricing? Check out this video I did on pricing mental barriers 👉 kzbin.info/www/bejne/m3nRdHmAr5ydobc

[@JordonSargisson]

Starty Stoppy might be my favorite bit now 😂. Putting in client deadlines made a huge difference last year. I was done all my personal tax returns for clients that met the deadlines by 6pm on the deadline day with fewer staff. Even squeezed in a couple extras or had their return in a place where I could tell they would get a refund and can file next week without a penalty.

[@jasoncpa]

That's great to hear!

[@snipdg]

When it comes to minimum client payments, has anyone ever tried having them on monthly plans? So instead of $800 up front, it’s $800/12 = $66.67? Side note, not a CPA (yet - it’s in process) - just trying to learn from kind wise folks willing to share their expertise.

[@jasoncpa]

Yeah a good number of folks are moving this way - it make sense when value delivery is happening over all 12 mos, but is trickier if it's tax prep for example, and most of it us concentrated in one part of the year If it's a hard bill to stomach at once, some first will let them pay over a couple installments. There are some services out there that'll doing financing as well, basically AfterPay for professional services. The firm then gets a percentage of it up front, and that service then collects from the client over the remaining months of the term

[@snipdg]

@@jasoncpa Thank you very much! I appreciate it!

[@jennordstromfondren2972]

It hit home for me to be too busy to customize the organizers and task lists for each client ahead of time, yet that's precisely what we're doing when we're working on each return, but we're doing it during the height of tax season.

[@jasoncpa]

That was what sold it for me, talking to the "but that's a lot of work"ers

[@sunkanmibero]

Yooo, that permission killed me 🤣 and my wife say accountants are not funny, thanks for proving her wrong. Great job, Jason.

[@jasoncpa]

That's good to hear. I'll tell my wife she still doesn't think I'm funny

[@ataxshelterinc8822]

I wish I had found you earlier, my firm took a beating this year (totally my fault) still finishing up returns for 2021 and now about to dig into year end work for small business clients. I am looking forward to watching a few more of your videos and getting myself back on track. Hopefully you have some great videos on billing clients timely and how to handle all the hats when you are understaffed :)

[@jasoncpa]

Welcome! You got this!

[@faberbookkeepingsolutions]

This was amaaaaaaazing advice! Firm360 looks genius.

[@msjennlove1]

What was the video you wanted to link to at about 3min42sec regarding limiting thinking about pricing? Thank you for another great video.

[@jasoncpa]

This guy 👉kzbin.info/www/bejne/m3nRdHmAr5ydobc👈

[@davidcurran6297]

Poor Brogan…. 😂 Another great video, thank you!

[@faberbookkeepingsolutions]

As a former CPA firm admin assisting the tax man, should I offer this as a contracted service now that I'm a solopreneur bookkeeper? I would enjoy making lists of tax docs and setting up software. I did this for 5+ years (worked at my dad's firm for 15 yrs). If anyone needs this, let me know in the comments!

[@donnaburns7873]

What would be your price?

[@beetdiggingcougar]

What's the video at 3:40? I want to send it around.

[@jasoncpa]

kzbin.info/www/bejne/m3nRdHmAr5ydobc

[@jaredcordner7099]

Thoughts on using typeform with if/then logic questions as data request? Eg. Did you lose billions on BTC in the year? (If yes then secondary questions which force them to relive the pain are triggered)

[@jasoncpa]

It'll work well for generic boilerplate sets of questions, but doesn't work great for one-off questions. And in a perfect world you're able to push all those client requests out from your practice management system, so that within your PM you can see if you have the info back, automatically change the status when you do, etc.

[@JordonSargisson]

I'm switching to Typform this year for the initial request for personal tax because it is great. We use Karbon for our project management and the link to the client's Typeform questionnaire will be the first checklist item. I'm going to implement the second point Jason brought up though and have all our secondary requests sent out in a checklist from Karbon so that it can send out the reminders. The cool thing is the checklist/tasks will then automatically roll forward to next year's repeating project so the preparer will know what extra requests we made the year before and can add them to the initial checklist.

[@jaredcordner7099]

@@JordonSargisson this is the process I have in place with Karbon & typeform. We’re able to get 100% of required info from 95% of clients with a typeform that on average takes 3 minutes to complete (mode average). We take a 1-2-1 approach on the remaining 5%. Let me know if you ever want to chat Karbon workflows.

[@tigerlily379]

I know that guy, Starty Stoppy!