Jason On Firms Podcast 569 The Three Best Desk Upgrades for Accountants
Jan 23, 2026
Explore innovative desk upgrades that boost accountants' productivity and health. Discover the advantages of under-desk treadmills and high-quality monitor arms for better ergonomics. Learn how a CO2 monitor can enhance cognitive performance with improved air quality. Dive into strategies for attracting high-value clients, leveraging referrals, and partnering with niche software vendors. Plus, gain insights on pricing strategies and alternatives to popular accounting software, ensuring your firm stays ahead in a competitive landscape.
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Ask A-Clients For Targeted Referrals
- Ask your A (best) clients for referrals and be explicit about the profile you want.
- Target referrals only from top clients because they know other high-value clients.
Partner With Niche Tech And Licensors
- Partner with niche software vendors and licensing bodies to gain visibility among ideal clients.
- Create authoritative content those partners can amplify to make your firm the default choice.
Use PM And Tax Resolution Tools
- Adopt a practice management system even as a solo to centralize client requests and portals.
- Consider tax resolution software to template and speed responses to IRS notices.