Jason On Firms Podcast
620 episodes — Page 10 of 13
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
💰 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 168168 My 2024 AI Predictions for the Accounting Profession
💰 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 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
💰 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 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
💰 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 163163 Should Accounting Firms Offer Discounts?
💰 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 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
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 160160 The 9 Ways to Prep Your Accounting Firm for 2024
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly 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 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
💰 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 155155 Put Your Accounting Firm Marketing on Autopilot
💰 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 154154 The Self-Destructing Accountant
💰 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 153153 What If You Never Fired Another Accounting Client?
💰 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 152152 BETTER Change Management in Accounting Firms
💰 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 151151 5 Lessons from Ryan Reynolds for Accounting Firms
💰 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 150150 Using Admins for Technical Reviews in Accounting Firms
💰 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 149149 Accountants: Here’s How To Find Your Perfect Client
💰 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 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
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.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 144144 The Story of an Improv Accountant
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.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 143143 The 6 Risks Of Niching Your Accounting Firm
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.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 142142 Why Your Accounting Firm Needs A Preaccounting Process
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.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 141141 How To Get Clients To Stop Calling Your Accounting Firm
💰 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 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
💰 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 138138 The First Step to Systematize 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 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
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.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
Ep 135135 Working ON THE BUSINESS in an 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/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 134134 The Legacy of an 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/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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?
💰 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 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