Скачать или смотреть The #1 Reporting Mistake Accounting Firms Make (And How to Fix It)

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My name's Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I'm the founder of a 500 firm private community that's shaping the future of small firm ownership for the better.

In this video, I’ll show you how to implement the same feedback systems top firms use — daily, weekly, monthly, and annual loops that drive performance without the big-firm bloat. You’ll see exactly how to manage overdue projects, client realization, and team capacity inside a real Financial Cents file.

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⏱️ Chapters:
00:00 Steal This Strategy
00:23 Big Firms Do This
00:50 Reporting That Works
01:10 Get Big Results
01:40 Daily Feedback Loops
03:00 Use This Dashboard
04:20 Stay on Track
05:30 Fix Late Projects
06:45 Weekly Team Check-Ins
08:00 Client Bottlenecks
09:15 Monthly Realization Review
10:00 Team Capacity Planning
10:45 Annual Client Review
11:20 What To Do Next