545 The Secret To Accounting Firm Delegation (Keynote)

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T
📌 Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T

Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I share a keynote on building a firm-wide habit of delegation so you can push work down the expertise ladder, upskill your team faster, and get yourself out of the day-to-day client grind. I walk through concrete examples for tax, bookkeeping, review, email, and client communication, and tie it back to end-of-year planning so you can redesign your own task list (and your team’s) to match the kind of firm owner you actually want to be.

🚀 Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp