🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I sit down with Logan Graff to break down what actually happened inside his firm over the last year after he shared his annual financials publicly. We talk about why revenue went down, why profit mostly held steady, and how splitting his focus across multiple businesses affected growth inside the accounting firm itself.
🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
📹 Check out Logan’s video here! https://youtu.be/VfkQZngRuKQ?si=rVMIVsbWVURK82hr
💻 Follow him on LinkedIn https://www.linkedin.com/in/logangraf/
📌 Here’s his community https://countercommunity.co/
🎤 And the live event he’s cohosting in May https://www.launch-your-firm.com/
💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Verito: https://verito.com/
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
MakersHub: https://makershub.ai/
TeamUp: https://www.hireteamup.com/jason
// Chapters:
00:00 Intro
00:53 Meet Logan Graff
01:50 Revenue down, profit steady
04:00 Why the firm contracted
05:40 Selling bookkeeping vs tax
12:04 How Logan prices clients now
17:58 Pricing growth over time
20:02 Why new firm owners get stuck
23:48 Niche plans and 2026 goals
25:00 Reading, systems, and tax scheduling
36:01 Hiring a manager creatively
37:01 Launch Your Firm event
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa