Jason On Firms Podcast
638 episodes — Page 10 of 13
Ep 188188 The Skills Needed To Develop An Accounting Firm
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Ep 187187 Why The World Needs More Accounting Influencers 🫠
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Ep 186186 Why Regulatory Change Is An Opportunity for Accounting Firms
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Ep 185185 How AI Agents Will Transform The Accounting Profession (this year)
Article about OpenAI developing agent software https://gizmodo.com/openai-wants-to-control-your-computer-1851240566The browser agent I mentioned HyperWrite https://www.hyperwriteai.com/Google Gemini 1.5 announcement https://x.com/JeffDean/status/1758146022726041615?s=20💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrRelay https://relayfi.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 184184 What To Do When Apps Share Common Features
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Ep 183183 Let's Specialize Your Accounting Firm
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Ep 182182 Delivering Monthly Financials with an AI Assistant
Get the specifics of how the GPT was built here https://www.newsletter.jason.cpa/p/whats-next-accounting-issue-121And here's a recent video where we built a Custom GPT from scratch https://youtu.be/a0F6-P2nP-k?si=YsrskpJ-3S8ecOVg💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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 181181 Roasting Your Accounting Firm Social Media Accounts
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Ep 180180 9 Ways To Increase Capacity In Your Accounting Firm
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Ep 179179 A 12 Month Transition To Working ON Your Firm
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Ep 178178 Should Accountants Work Their @$$ Off in Their Twenties?
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Ep 177177 Selling Banking & Capital Services in an Accounting Firm
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Ep 176176 7 Inconvenient Truths for Accounting Firms
The original Dickie Bush inconvenient truths thread https://x.com/dickiebush/status/1509510847680454659?s=20💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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 175175 Managing Key Person Risk in Accounting Firms
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Ep 174174 Slow Vs Fast Marketing in Accounting Firms
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Ep 173173 4 Questions Accounting Leaders Should Ask Themselves
Here's the companion video from the main channel https://youtu.be/VJ-IIGj6BMI💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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 172172 Should Accounting Firms Sell Courses?
Here's that niche ChatGPT convo: https://chat.openai.com/share/443e0653-06bc-4c4c-a2bd-ea7d3d845086💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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 171171 Ongoing Services Are Costing Your Firm Profit
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Ep 170170 Shut Up And Make Something!
Here's that ridiculous thing I made 🫠 I hope you like it https://youtu.be/9ocqDrWYivs?si=OpwIFshIopyIbuV5💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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 169169 Managing Knowledge In An Accounting Firm
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Ep 168168 My 2024 AI Predictions for the Accounting Profession
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Ep 167167 Designing An Accounting Firm Around Client Needs
Jay Clouse's Problems Database https://x.com/jayclouse/status/1737493951341359582?s=20💰 Today's SponsorsLiveFlow 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 166166 Launch A New Accounting Firm Or Stay Put
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Ep 165165 A Guide To Renewals in Accounting Firms
The renewal tools I mention:Knuula https://knuula.com/Ignition https://ignitionapp.com/GoProposal https://goproposal.com/Anchor https://www.sayanchor.com/Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing.That swipeable bit about how your firm sets its fees:"We don't compete with other professionals on price. You can hire professional support at any price point.Our solutions solve for four "costs":1. Your professional fees2. The taxes you pay3. Your time4. Your peace of mindWe will devote additional resources to reduce your tax bill as long as it reduces the total outlay of taxes + professional fees.To reiterate, the true cost of your tax professional is the total outlay of professional fees + tax spend.This often means our professional fees will be higher than those of cost-first firms. This is in your best interest, and minimizes your annual cash outlay.For some taxpayers, cost-first works best. Their situation is simple enough to not merit additional effort.At [firm], we only engage clients for whom our tax strategies will yield significant savingsAnd as soon as your tax situation doesn't merit it, we happily refer out to lower-cost providers."💰 Today's SponsorsLiveFlow 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 164164 Santa's Top Tips for Accounting Firms
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Ep 163163 Should Accounting Firms Offer Discounts?
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Ep 162162 Don't Watch This One It's About Timesheets
Chad's bear camp highlight reel: https://vimeo.com/403815235/b5d43c4cb9💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Forwardly https://www.forwardly.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 161161 Leaning into Entrepreneurship as an Accountant
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Ep 160160 The 9 Ways to Prep Your Accounting Firm for 2024
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Ep 159159 The 61 Best New Things for Accounting Firms in 2023
💰 Today's SponsorsTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 🔨 Tools mentioned in this episode:Rize https://rize.io/TextExpander https://textexpander.com/RightTool https://accountingprotools.com/Digits https://digits.com/SurePrep https://corp.sureprep.com/MacBook Pro https://www.apple.com/macbook-pro/Reflect Notes https://reflect.app/Monday https://monday.com/DocuClipper https://www.docuclipper.com/Revver Docs https://www.revverdocs.com/Soraban https://www.soraban.com/Uncat https://www.uncat.com/StanfordTax https://stanfordtax.com/TaxCaddy https://taxcaddy.com/Claude https://claude.ai/OneNote https://www.onenote.com/PandaDoc https://www.pandadoc.com/Typeform https://www.typeform.com/Odoo https://www.odoo.com/Bookkeep https://www.bookkeep.com/Accruer https://accruer.com/SafeSend https://safesend.com/Pitbull Transcripts https://www.pitbulltax.com/irs-transcripts.htmlLastPass https://www.lastpass.com/1Password https://1password.com/Okta https://www.okta.com/Practice Protect https://practiceprotect.com/DataSnipper datasnipper.comPerplexity https://www.perplexity.ai/Client Engager https://engager.app/TinyWow https://tinywow.com/Rewind https://rewind.com/Syft Analytics https://www.syftanalytics.com/Basecamp https://basecamp.com/Fathom https://www.fathomhq.com/Datarails https://www.datarails.com/Saasant https://www.saasant.com/FinancialCents https://financial-cents.com/Karbon https://karbonhq.com/Ramp https://ramp.com/ClickUp https://clickup.com/Canva https://www.canva.com/Notion https://notion.so/TaxDome https://taxdome.com/Ignition https://www.ignitionapp.com/Keeper https://keeper.app/Loom https://loom.com/Fireflies https://fireflies.ai/Microsoft Teams Premium https://www.microsoft.com/en-us/microsoft-teams/premiumFathom https://fathom.video/ChatGPT Plus https://openai.com/blog/chatgpt-plus
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?
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Ep 139139 What OpenAI's Latest Announcements mean for Accountants
💰 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