Jason On Firms Podcast
620 episodes — Page 11 of 13
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
💰 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 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
Ep 108108 How To Sell A Digital Product in your 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 107107 How Accountants Can Live In Harmony With Intuit in 2023
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Ep 106106 The Wrong Way To Set Goals in Accounting Firms
The Huberman Podcast episode discussed today https://youtu.be/CrtR12PBKb0?si=afHDwJyHhLNwVb7O💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 105105 Intuit's New QuickBooks AI Assistant 🤯
Intuit Assist landing page https://quickbooks.intuit.com/ai-accounting/Firm of the Future article https://www.firmofthefuture.com/artificial-intelligence/intuit-assist-in-quickbooks/Fortune interview https://fortune.com/2023/09/06/intuit-ai-virtual-assistant-major-investment-ceo-sasan-goodarzi/My guide to Intuit stealing your clients https://youtu.be/DqNxCouxOgQ💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/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 104104 How Accountants Should Lean Into Client Feedback
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Ep 103103 AI Chat As A Competitive Advantage for Accountants
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Ep 102102 Why Accountants Shouldn't Paywall Their Content
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Ep 101101 Why Trust Will Drive Pricing In Your Accounting Firm
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Ep 100100 Will This AI Tech Disrupt Accounting?
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Ep 99099 Creating Dashboards for your Accounting Clients?
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Ep 98098 4 Billing Traps for Accounting Firms
2023 NATP Tax Fee Study https://blog.natptax.com/article?articleId=4sW0HyeQueoKNG4DvO93gJ💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.com/Copilot https://www.copilot.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 97097 How To Steal The Best Ideas For Your Accounting Firm
Steal Like An Artist https://www.amazon.com/Steal-Like-Artist-Things-Creative/dp/0761169253💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.com/Copilot https://www.copilot.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 96096 AI Is About To Improve Email For Accountants
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Ep 95095 The 6 Core Attributes of Successful Accounting Firms
Here's the main channel vid about core tools for your firm https://youtu.be/7-mJSzamg9k💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Copilot https://www.copilot.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 94094 Should Accountants Help Clients With Operations Software?
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Ep 93093 Prioritization In Your Accounting Firm
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Ep 92092 Top Trends In Small Accounting Firms (2023)
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Ep 91091 Your Accounting Firm Meetings On AI
The Zoom AI training controversy https://www.theverge.com/2023/8/7/23822907/zoom-train-ai-models-user-data-customer-consent💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 90090 Should Your Accounting Firm Start A Podcast?
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Ep 89089 What I Needed To Hear As A 25 Year Old Accountant
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 88088 Exploring The Role Of Ego In Accounting Firm Running
The Elephant In The Brain https://www.amazon.com/The-Elephant-in-Brain-audiobook/dp/B07H8K4G9G?crid=30EXPLSNZDX4R&keywords=the+elephant+in+the+brain&qid=1690993958&sprefix=the+elephant+in+the+brain,aps,159&sr=8-1Previous episode on exploring our motivations https://youtu.be/B7mCVZTkL0w💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 87087 How To Get People To Promote Your Accounting Firm
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 86086 Handing Your Accounting Firm Over to your Staff
💰 Today's SponsorsCanopy https://www.getcanopy.com/Copilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Ep 85085 Should Accountants Ask Clients For Referrals?
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Ep 84084 How To Get Paid for Discovery Work in Accounting Firms
Main channel video on $100M Offers https://youtu.be/TuDopCzky_g💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 83083 Why Your Accounting Firm Should Publish A Book
ChatGPT Plus https://openai.com/blog/chatgpt-plusClaude https://claude.ai/ElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 82082 How Many Years Experience Do You Need To Launch An Accounting Firm?
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Ep 81081 Finding BETTER Clients For Your Accounting Firm
🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 80080 How To Get Your Accounting Clients To Pay More
🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 79079 Tips To Build An Accounting Firm Around A Niche
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 78078 How To Build Your Accounting Firm Tech Stack
XPM https://www.xero.com/us/xero-practice-manager/Aero https://www.aeroworkflow.com/Pixie https://www.usepixie.com/Liscio https://www.liscio.me/Senta https://www.senta.co/us/Qount https://www.qount.io/Mango https://mangopractice.com/Karbon https://karbonhq.com/Keeper https://keeper.app/Copilot https://www.copilot.com/Jetpack https://jetpackworkflow.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Elephant https://getelephantcpa.com/TaxDome https://taxdome.com/Client Hub https://clienthub.app/Financial Cents https://financial-cents.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 77077 How AI Personal Assistants Impact The Accounting Profession
Take Pi for a spin https://inflection.ai/Note the browser chat experience kind of stinks, if you're chatting in a browser you may as well just use ChatGPT. The novel thing here specifically is the new iOS app.💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 76076 2023 New Tech For Accountants Roundup - Part 2
Inkle https://www.inkle.io/Ply https://ply.io/Recall Chrome Extension https://www.recall.wiki/extensionRaycast https://www.raycast.com/proGmail Generative Email https://www.androidpolice.com/google-ai-write-gmail/Truewind https://www.truewind.ai/ChatThing https://chatthing.ai/Translucent https://www.translucent.io/Microsoft Loop https://www.microsoft.com/en-us/microsoft-loopWindows Copilot https://blogs.windows.com/windowsdeveloper/2023/05/23/bringing-the-power-of-ai-to-windows-11-unlocking-a-new-era-of-productivity-for-customers-and-developers-with-windows-copilot-and-dev-home/ZeroTax.ai https://zerotax.ai/Puzzle https://puzzle.io/Receipt Cat https://www.receiptcat.com/ScanStraight https://scanstraight.com/30 Days of AI https://kitchentableautomations.thinkific.com/collectionsDigits AI https://www.prnewswire.com/news-releases/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai-301857407.htmlCashWarden https://www.cashwarden.com/Simply Automate https://simplyautomateinc.com/rpaextension/Karbon AI https://karbonhq.com/feature/aiCharcoal Desk https://www.charcoal.inc/App Stream https://www.growthlabfinancial.com/automations-for-accountants💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 75075 2023 New Tech For Accountants Roundup - Part 1
Jason’s Newsletter newsletter.jason.cpaMacro https://www.macro.com/Guidde https://www.guidde.com/Receiptor AI https://receiptor.ai/ChatGPT Plugins https://openai.com/blog/chatgpt-pluginstheGist https://www.thegist.ai/AI Generated QR Codes https://barcode.so/Dropbox Universal Search https://blog.dropbox.com/topics/product/introducing-AI-powered-toolsRows AI https://rows.com/aiInterdimensional Clown Wrestling https://twitter.com/SteveMills/status/1665872102665383936Digits Transaction Review https://digits.com/blog/posts/introducing-digits-transaction-review/Notion Projects https://www.notion.so/product/projectsMicrosoft 365 https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot-a-whole-new-way-to-work/Canopy Generative Email https://www.getcanopy.com/blog/canopy-launches-chatgpt-ai-in-accounting-practice-management-software-canopyMad Woman Media https://madwomanmedia.co/ResearchBuddy [https://jstaats.notion.site/jstaats/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596](https://www.notion.so/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596?pvs=21)Parsio https://parsio.io/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 74074 Where Should Accountants Start With Content Creation?
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Ep 73073 Using AI To Build Your Accounting Firm Niche
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Ep 72072 How Accounting Firms Sell App Advisory
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Ep 71071 How To Take A Break From Your Accounting Firm
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa