E564 - 564 Great Accounting Firm “Workflow”, Defined

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T

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

📚 Here’s that service library resource: https://jasononline.link/SL569T

In this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out...