232 Transitioning Your Firm to Scheduled Work

2 May 2024 · 32 min
Episode

2 May 2024 · 32 min

0:00

Jason Staats explains how to transition an accounting firm to scheduled work, emphasizing that success depends on communication and change management. He recommends framing the change as a client benefit (faster turnaround, clearer expectations, proactive support), segmenting clients (ideal vs low-value/procrastinators), and rolling out changes in waves: an early announcement, a detailed cohort-specific plan with firm deadlines, and automated reminders leading up to each project. He also advises starting communications outside busy season, piloting with friendly clients, using portals/practice-management tools for requests and reminders, preparing the team for hard conversations, and building referral networks for clients who don’t fit the new model.

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