548 How Accounting Firms Can Escape the Email Inbox

3 Dec 2025 · 9 min
Episode

3 Dec 2025 · 9 min

0:00

Jason Staats explains why accounting firm leaders should delegate email inbox management and offers a practical, three-step framework to get started: (1) pull someone in to handle obvious/admin items, (2) scrutinize what still arrives to determine true owners, and (3) explicitly classify remaining items so they can be reassigned or staffed. He recommends team-focused email tools (Missive, Front) over relying solely on Outlook/Gmail, describes tactics (never be first to see email, batch FYI digests, avoid staff pretending to be you), and sketches advanced scaling ideas (draft-and-approve workflows, public text lines with templates). The episode also addresses cultural resistance, privacy concerns, and examples from his 40-person firm.

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