Jason On Firms Podcast 590 The 7 Things Your DESK Needs: An Accountant’s Guide [The most important workspace decision for accountants]
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Mar 10, 2026 Practical desk upgrades for accountants, from cable management and under-desk UPSes to sit-stand setups, monitor arms, mobility, and plants. A deep breakdown of a $2.1M firm covering client mix, pricing levels, staffing challenges, and growth trade-offs. Rapid-fire mailbag topics include buying firms, referral trust-building, AI security choices, offshore hiring, tech adoption, and pricing mindset.
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Don't Outsource LinkedIn Without Organic Wins
- Avoid hiring external LinkedIn agencies to post for your firm without organic content to amplify.
- Jason warns business accounts get poor organic reach and paid spend only works after organic posts already perform well.
Use Tax Intake And Month‑End Automation Tools
- Do evaluate tax intake automation and month‑end automation tools like Soroban and Double to reduce manual work.
- Jason suggests Soroban for 1040 intake and Double for standardized month‑end closes.
Standardize Month‑End Closes And Vet With Trial Projects
- Do standardize month‑end close processes and create trial‑day tests to vet hires.
- Jason recommends mapping steps, using tech like Double, and giving candidates a real project to prove they can follow the process.