Jason Daily Jason Staats
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- Business
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Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.
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255 Should This Firm’s Site Have A Pricing Calculator?
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254 The Doc Mgmt Services We’re Giving Away FOR FREE
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253 Should Your Firm Do Something New? Or More Of The Same?
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252 Running A Firm AND Staying Married!
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Here’s the full original text of Michael’s approach:
Coming up on 9 years married myself, 1 kid and 1 on the way. I had a few busy seasons like this prior to leaving to start my own firm. Not an expert at parenting, marriage or owning a firm so these are just my own thoughts/things I've tried. 😂
”First and foremost, discuss expectations:1) How many hours/nights/weekends do you think is sustainable to work? Come with a number and ask her insight or perspective.2) Discuss distribution of household responsibilities. There’s research out there that couples mutually agreeing on who is responsible for what is more important than perfectly fair 50/50 distribution.3) Discuss expectations of family time, and couple time during the period. How many dates, family outings, dinners, etc. to stay connected.4) Discuss how you will course correct when things get off track. Accountability from another firm owner, friend, mentor?5) Write everything down and track your metrics from above during busy season.
Look at the Business:1) Look honestly at your client list now that you have an hours per week figure in mind.2) Give your business the Realize special: Raise prices, fire clients, hire more help, or do all three. If you’re understaffed proportional to the work you need to do, nothing else will be able to prevent a repeat of the last busy season.
Other ideasBuy back your/your wife’s time (we have these all except for the chef. I’m the chef). Without the chef it is about $5,000 a year for us and probably saves us 50+ hours a month.-Twice a month house cleaner-Twice a month yard guy-Pest control-Instacart-Doordash-Home Chef: I have heard of people paying for someone to come once a week to cook meals for the week. They said it was about $150-200 a week.-If your wife is the primary caregiver for the kids, consider part time nanny during the week, if she works, consider additional help during the late evening or early morning when you’re working, or on the weekends.”
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251 How to double down on your best clients
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250 This Solo Firm Is Running $140k In 3 Days Per Week
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Customer Reviews
Addicted
Real, raw insights in being an accountant. Wonderful and helpful information to resolve issues and provide a new perspective. I’ve been looking for a podcast like this and so glad I’ve found it!
Great Information - aspiring firm owner here
You are providing awesome information! Thanks for giving your honest reviews of the latest tech and processes.
Great content
Very excited about this podcast. Thank you for sharing your experiences. Since finding your content and community, I’m inspired and have hope and excitement for the future