628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]
Summary
Jason explores 13 ways to leverage admin staff for tasks like information gathering and email management to free up professional time. He also counts down the top 10 accounting conferences for 2026, including Intuit Connect and Zero Con. Finally, he answers mailbag questions on topics like delivery deadlines, content platforms, and firm acquisition strategies.
Topics discussed
Introduction: Admins, De-skilling, and 2026 Tax Changes
The Value of Admins and De-skilling Professional Staff
Admins in Information Gathering and Client Communication
Client Triage, Proposals, and Managing Expectations
Sponsors: Cloud Accountant Staffing and Financial Sense
Detail Review and AI Automation in Accounting
Hiring Offshore Admins and Overnight Support Models
Using Admins as Project Managers
Embedding Admins in Service Pods
Admins Managing Email Inboxes and Logistics
Career Paths for Admins into Professional Staff
Sponsors: Carbon, Soraban, and Cloud Accountant Staffing
Top 10 Accounting Conferences to Attend in 2025
Sponsors: Verido and Jason Stats Newsletter
Mailbag: This or That? Firm Strategy and Tech Preferences
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