204 Should Accounting Firms Onboard with a Health Check?

22 Mar 2024 · 32 min
Episode

22 Mar 2024 · 32 min

0:00

Podcast episode by Jason Staats (recorded Mar 22, 2024). Central topic: whether accounting/tax firms should perform a paid "health check" during onboarding. Jason recommends framing an initial paid, standalone project/offer (rather than vague "onboarding") that both attracts clients and serves as a practical health check before committing to ongoing work. He argues this provides marketing lift, demonstrates domain expertise, and improves conversion to higher-value ongoing engagements. Other themes: outsourcing/offshore hiring (he transitioned to global hiring), cautions about relying on offshore firms vs hiring individuals, scheduling client intake/work to control capacity, gear/setup for video production, sponsor mentions (Accruer, Cloud Accountant Staffing, ShareFile, Live Flow), and a list of book recommendations (Atomic Habits, Feel Good Productivity, etc.).

Questions this episode answers

March 22, 2024

"Maybe 25 to 40% of new clients" (estimate).

Chapters

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