Jason On Firms Podcast
608 episodes — Page 10 of 13
Ep 158158 How to Network When You're A Shy Accountant
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Ep 157157 Why Every Accounting Firm Needs a COO
The Second in Command book https://www.amazon.com/Second-Command-Unleash-Power-Your/dp/B0BR62BXBZ?crid=10BH636ZXI3BI&keywords=second+in+command&qid=1701796354&sprefix=second+in+comman,aps,514&sr=8-1The HBR Article https://hbr.org/2006/05/second-in-command-the-misunderstood-role-of-the-chief-operating-officerThe pod where I ran through my email delegation process https://youtu.be/BlG4jPJbBy0?si=y4Pr_OuJbIQ0ylyb💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFinDaily https://www.findaily.io/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 156156 How to Brand An Accounting Firm in 2024
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Ep 155155 Put Your Accounting Firm Marketing on Autopilot
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Ep 154154 The Self-Destructing Accountant
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Ep 153153 What If You Never Fired Another Accounting Client?
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Ep 152152 BETTER Change Management in Accounting Firms
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Ep 151151 5 Lessons from Ryan Reynolds for Accounting Firms
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Ep 150150 Using Admins for Technical Reviews in Accounting Firms
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Ep 149149 Accountants: Here’s How To Find Your Perfect Client
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Ep 148148 The State of Accounting AI
Other content referenced in this episode:How to use AI for research https://youtu.be/VfGiIj5YUog?si=Z4gVW2RPvSFkryfQBuilding a preaccounting process https://youtu.be/tBOn5XDiwdQ?si=fqXLb9q_NjKeCGKSDevelop an AI usage policy https://youtu.be/gxTH7_iUcpk?si=Z4-qPdarBVDIGpx6The path to fully automated bookkeeping https://youtu.be/gqc5I5NLm8Q?si=KAxuImukjoFmgR5p🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 147147 Why Accountants Should Educate Accountants
Check out Ashley's AI course https://kta.ai/Ashley's LinkedIn https://www.linkedin.com/in/ashley-francis-seattle/Ashley's X https://twitter.com/seattle_tax💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 146146 Making Hard Choices in an Accounting Firm
Tim Ferriss' Ted Talk https://youtu.be/5J6jAC6XxAI?si=YtZXaAuOb76QcMEFA doc for going through the framework https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalForwardly https://www.forwardly.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 145145 The Wrong Way To Run An Accounting Practice in 2023
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Ep 144144 The Story of an Improv Accountant
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Ep 143143 The 6 Risks Of Niching Your Accounting Firm
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Ep 142142 Why Your Accounting Firm Needs A Preaccounting Process
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Ep 141141 How To Get Clients To Stop Calling Your Accounting Firm
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Ep 140140 Does A Big Twitter Following Help Your Accounting Firm?
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 139139 What OpenAI's Latest Announcements mean for Accountants
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Ep 138138 The First Step to Systematize Your Accounting Firm
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Ep 137137 The Best Change You Can Make to your Accounting Firm Website
Here's yesterday's video https://www.youtube.com/watch?v=Qh1CFWtv1TIAnd a link to use the ChatGPT conversation discussed in this episode https://chat.openai.com/share/eb445360-654c-4178-9a1d-423b8b9206f3💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 136136 Using Internal AI Chatbots in Accounting Firms
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Ep 135135 Working ON THE BUSINESS in an Accounting Firm
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Ep 134134 The Legacy of an Accounting Firm
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Ep 133133 Develop An AI Usage Policy in your Accounting Firm
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 132132 Follow Your Dreams or Run An Accounting Firm?
The AICPA's new AI toolkit https://www.cpa.com/gen-ai💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 131131 Should Accounting Firms Invest in YouTube?
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Ep 130130 A Better Way To Select Your Accounting Firm Software
Grab a copy of the report here! 👉 https://go.rlz.io/pm💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 129129 Challenge Assumptions to Build A Better Accounting Firm
https://youtu.be/EfMYTK9IwPU?si=X3jsVcRqEV62yUiY💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 128128 What Do Accounting Firms Need from a CRM?
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 127127 10 Tips for Accounting Firms Selling Bill Pay
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 126126 Documenting Client Communications in Accounting Firms
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountantsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 125125 Create A Podcast in your Accounting Firm From Scratch
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 124124 Could Accountants Unionize Against AI?
The Writer's Strike is Over https://techcrunch.com/2023/09/26/writers-strike-over-ai/The Humane AI pin https://www.theverge.com/2023/9/30/23897065/humane-ai-pin-coperni-paris-fashion-weekRewind Pendant AI wearable https://www.rewind.ai/pendantFacebook's new AR glasses https://about.fb.com/news/2023/09/new-ray-ban-meta-smart-glasses/https://brandons-newsletter-bcbda5.beehiiv.com/subscribe?ref=Q275sAsLuwhttps://www.justinwelsh.me/newsletters💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 123123 Managing Org Charts in Accounting Firms
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 122122 Delegation Opportunities in Accounting Firms
💰 Today's SponsorsClient Hub https://www.clienthub.app/TeamUp https://www.hireteamup.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 121121 Defining The Online Identity of your Accounting Firm
💰 Today's SponsorsCanopy https://www.canopytax.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 120120 This Week in Public Accounting News 10/09/23
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 119119 How Success Becomes A Blocker to Personal Growth
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Ep 118118 The Future of Accounting Firm Conferences
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 117117 When To Switch Software in your Accounting Firm
Microsoft 365 Copilot https://blogs.microsoft.com/blog/2023/03/16/introducing-microsoft-365-copilot-your-copilot-for-work/Rewind Pendant https://www.rewind.ai/pendantHumane AI Pin https://x.com/ianzelbo/status/1708234414059122767?s=20💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalTech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 116116 The Impact of AI On Offshore & Entry Level Accountants
Harvard study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4573321MetaGPT https://github.com/geekan/MetaGPTMicrosoft AutoGen https://www.microsoft.com/en-us/research/blog/autogen-enabling-next-generation-large-language-model-applications/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 115115 How To Double The Prices in your Accounting Firm
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 114114 A Big ChatGPT Update for Accountants
The PI voice assistant https://youtu.be/99mERjGebvg?si=kMplMzAZVyJ2MlfuGPT-4 preparing tax returns https://youtu.be/hjw45TDROUs?si=Bg_7v3HNDa6_Seb3💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 113113 Windows Copilot is Here 🎉 What It Means For Accountants
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 112112 11 Fall Marketing Ideas for your Accounting Firm
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://www.liveflow.io/solutions/accountantsTech Guru https://www.techguruit.com/Accountests https://accountests.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 111111 When To Increase Prices in an Accounting Firm
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://www.liveflow.io/solutions/accountantsTech Guru https://www.techguruit.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 110110 Building A Micro Niche Accounting Firm
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountants🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 109109 8 Things Accounting Firms Should Stop Doing
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountants🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa