577 Why LinkedIn Doesn’t Work for Accounting Firms
Fri Feb 06 2026
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
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In this episode, I break down what’s actually happening with LinkedIn right now and why so many accounting firms are seeing their impressions drop. I share the six biggest mistakes I see firms make on the platform, why going more specific is the real path forward, and how to use LinkedIn as a relationship and opportunity engine instead of a vanity-metrics trap. I also roast a real three-tier proposal that helped a firm land a client at a much higher profit level, then wrap with mailbag coaching on niching, tech choices, pricing, and building a firm that attracts better clients.
📹 Here’s the Katie Thomas video: https://www.youtube.com/watch?v=ytXl95rBoL4
💰 Today's Sponsors Mercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ Verito: https://verito.com/ Missive: missiveapp.com/jason MakersHub: https://makershub.ai/
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.
Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
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🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what’s actually happening with LinkedIn right now and why so many accounting firms are seeing their impressions drop. I share the six biggest mistakes I see firms make on the platform, why going more specific is the real path forward, and how to use LinkedIn as a relationship and opportunity engine instead of a vanity-metrics trap. I also roast a real three-tier proposal that helped a firm land a client at a much higher profit level, then wrap with mailbag coaching on niching, tech choices, pricing, and building a firm that attracts better clients. 📹 Here’s the Katie Thomas video: https://www.youtube.com/watch?v=ytXl95rBoL4 💰 Today's Sponsors Mercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ Verito: https://verito.com/ Missive: missiveapp.com/jason MakersHub: https://makershub.ai/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa