Jason On Firms Podcast 516 What Accounting Firms Should Prioritize Before 12/31
Sep 22, 2025
The host emphasizes the importance of Q4 for achieving 2026 success. Key strategies include implementing tech solutions, thorough tax planning, and ensuring clean books before year-end. Communicating deadlines effectively and managing client relationships are essential for efficiency. The discussion covers optimizing pricing strategies with three-tier proposals to drive profitability. Practical tools and platforms for proposal creation are shared to help firms attract premium clients. A strong call to action motivates listeners to prepare now for a prosperous future.
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Start Tax Planning Now
- Pull forward tax planning now to reduce busy-season workload.
- Offer premium clients the privilege to wait to file so you can optimize until the deadline.
Finish Book Cleanup Before Year End
- Clean up books before 12/31 to avoid impossible Q1 backlog.
- Require paid pre-year cleanup or push filing beyond Q1 if books are messy.
Collect W‑9s Before Year End
- Get W-9s collected now rather than chasing them in January.
- Limit January work to December additions by trading time now for less Q1 chaos.