Jason On Firms Podcast
608 episodes — Page 8 of 13
Ep 258258 Is Offshoring Ruining The Accounting Profession?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 257257 The Do’s and Don’ts of Surge Pricing in Firms
Here’s the Accounting Podcast on surge pricing https://accounting.show/374💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 256256 How To Get Software Cos To Promote Your Firm
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Ep 255255 Should This Firm’s Site Have A Pricing Calculator?
Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 254254 The Doc Mgmt Services We’re Giving Away FOR FREE
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Ep 253253 Should Your Firm Do Something New? Or More Of The Same?
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Ep 252252 Running A Firm AND Staying Married!
Find Michael on Twitter here https://twitter.com/MichaelMeihausHere’s the full original text of Michael’s approach:Coming up on 9 years married myself, 1 kid and 1 on the way. I had a few busy seasons like this prior to leaving to start my own firm. Not an expert at parenting, marriage or owning a firm so these are just my own thoughts/things I've tried. 😂”First and foremost, discuss expectations:1) How many hours/nights/weekends do you think is sustainable to work? Come with a number and ask her insight or perspective.2) Discuss distribution of household responsibilities. There’s research out there that couples mutually agreeing on who is responsible for what is more important than perfectly fair 50/50 distribution.3) Discuss expectations of family time, and couple time during the period. How many dates, family outings, dinners, etc. to stay connected.4) Discuss how you will course correct when things get off track. Accountability from another firm owner, friend, mentor?5) Write everything down and track your metrics from above during busy season.Look at the Business:1) Look honestly at your client list now that you have an hours per week figure in mind.2) Give your business the Realize special: Raise prices, fire clients, hire more help, or do all three. If you’re understaffed proportional to the work you need to do, nothing else will be able to prevent a repeat of the last busy season.Other ideasBuy back your/your wife’s time (we have these all except for the chef. I’m the chef). Without the chef it is about $5,000 a year for us and probably saves us 50+ hours a month.-Twice a month house cleaner-Twice a month yard guy-Pest control-Instacart-Doordash-Home Chef: I have heard of people paying for someone to come once a week to cook meals for the week. They said it was about $150-200 a week.-If your wife is the primary caregiver for the kids, consider part time nanny during the week, if she works, consider additional help during the late evening or early morning when you’re working, or on the weekends.”💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrForwardly http://forwardly.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 251251 How to double down on your best clients
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTech Guru https://www.techguruit.com/Forwardly http://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 250250 This Solo Firm Is Running $140k In 3 Days Per Week
Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://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 249249 7 secret tools social media wizards use (for accounting firms)
🛠️ Tools from today’s podHemingway App https://hemingwayapp.com/Otter AI https://otter.ai/Claude https://claude.ai/Hypefury https://hypefury.com/Typeshare https://typeshare.co/Taplio https://taplio.com/carousel💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.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 248248 Does The Name Of Your Accounting Firm Matter?
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Ep 247247 Pros & Cons of Buying A Firm in 2024
Check out Patrick’s new pod Inspired or Acquired https://inspiredoracquired.transistor.fm/And following his Twitter here https://twitter.com/patrickdichter💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.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 246246 Networking With Consultants To Find Better Clients
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Ep 245245 Imagine You Just Bought This 7,000 CLIENT FIRM - What Now?
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Ep 244244 Will A “Digital Employee” Be Your Next Hire?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 243243 Would I Ever Start Another Accounting Firm?
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Ep 242242 The Wealth Ladders of Accounting Firms
The job project I mentioned if you’re an accountant looking for a better gig https://jason.careers/Here’s the original wealth ladder blog post https://nathanbarry.com/wealth-creation/And a link to the illustration I was marking up https://drive.google.com/file/d/1wM0PWSOQLQPjIJHvmPaJQm2m3o60bN-f/view?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 241241 What OpenAI’s New GPT-4o Means for Accountants
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Ep 240240 They Pivoted to vCFO - Here’s How It’s Going
Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 239239 How Your Online Network Leads to More Profitable Work
Prompt to draft a cold DM to cold on a podcast: You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs: • Call out related pod episode they did that you liked and why in 1 sentence • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same type of people who are in this person’s podcast audience) • Give three potential topics for a high converting, super valuable pod episode where we discuss something relevant to my expertise • Give them next steps in 1 sentence (book a time on my calendar to discuss, or let me know if they’d like me to outline one of the episode ideas further Draft a cold DM using this framework, it's a pod about taxidermy companies, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points. Prompt to draft a cold DM to a potential client: You're going to help me draft a cold DM to a potential clients for my acounting and tax firm I use the following framework for writing cold DMs in three sentences: • Call out how you know them and something you respect • Explain what you do in 1 sentence (i run a tax & accounting firm that’s in the process of becoming the go-to firm for people like them) • Then simply offer to provide value to something they’re doing - promoting a webinar, a fundraising event they run, come up with something like that Draft a cold DM using this framework, they're a beekeeper, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points.💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.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 238238 The RIGHT Way To Build An SOP In An Accounting Firm
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Ep 237237 How To Get Down to 40 Hours Per Week!
Geraldine's links 👇Podcast https://www.businessstrategyforcpas.com/Website https://geraldinecarter.com/LinkedIn https://www.linkedin.com/in/geraldine-carter/Grab the new book here! https://geraldinecarter.com/book💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.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 236236 BASIC Email Marketing for Accounting Firms
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Ep 235235 17 Apps Your Firm Might Just Fall In Love With
1. Scribe https://scribehow.com/1.5 Whale https://usewhale.io/2. TextExpander https://textexpander.com/3. My task LMS https://mytasklms.com/4. Motion https://www.usemotion.com/5. GoHighLevel https://www.gohighlevel.com/6. RightTool https://righttool.app/7. Pitbull tax resolution software https://www.pitbulltax.com/8. Ignition https://ignitionapp.com/9. Snipd https://www.snipd.com/10. Readwise https://readwise.io/11. Keeper https://keeper.app/12. Brain.fm https://www.brain.fm/13. Judy’s TenKey https://www.judysapps.com/TenKey.htm14. DecisionVault https://decisionvault.com/15. Practice Protect https://practiceprotect.com/16. Calendly https://calendly.com/17. Grammarly https://www.grammarly.com/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp 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 234234 Shortcuts That Will Transform Your Firm
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Ep 233233 Answering Your Questions About Fully Scheduled Work!
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Ep 232232 Transitioning Your Firm to Scheduled Work
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Ep 231231 Building A Fully Scheduled Accounting Firm
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Ep 230230 How Firms Are Moving To Fully-Scheduled Work - Part 2
💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 229229 How Firms Are Moving To Fully-Scheduled Work - Part 1
💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 228228 Should Accounting Firms Let Clients TEXT Them!?
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Ep 227227 How AI Is About To Make Accounting Quality Assurance Easier
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Ep 226226 Standardized Response Times in Accounting Firms
Here's the episode where we built my AI clone https://youtu.be/LfUvQhIJpkQ?si=-M-DqSB47m5HQy-K💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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 225225 Rethinking Delegation in Accounting Firms
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Ep 224224 This Might Be The MOST Profitable Accounting Firm Service
🫂 A bunch of accountant communities:Realize (my community) https://rlz.io/Thriveal https://thriveal.com/Bookkeeping Buds https://www.bookkeepingbuds.com/Future Firm Accelerate https://futurefirmaccelerate.com/Roundtable Labs https://www.roundtablelab.com/Bookkeeping Side Hustle https://www.facebook.com/groups/BookkeepingSideHustleGroup/The Workflow Watering Hole https://www.facebook.com/groups/TheWorkflowWateringhole/The Entrepreneurial Accountants https://www.facebook.com/groups/theentrepreneurialaccountants/97 & Up https://www.nerdenterprises.com/97-up-business-academy🧠 Membership Community InfoSome interesting statistics https://www.uscreen.tv/blog/membership-site-statistics/Membership Geeks has a bunch of resources https://www.membershipgeeks.com/A great guide from Mighty Networks https://www.mightynetworks.com/resources/how-to-create-a-membership-website💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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 223223 Quick Question! How Should I Manage Quick Questions?
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Ep 222222 9 More Reasons to Attend Accounting Firm Conferences
The show I'm at - if you're in the UK, worth checking out next year! https://digitalaccountancy.com/Accounting Cornerstone Foundation https://accountingcornerstone.org/🫂 A bunch of accountant communities:Realize (my community) https://rlz.io/Thriveal https://thriveal.com/Future Firm Accelerate https://futurefirmaccelerate.com/Roundtable Labs https://www.roundtablelab.com/Bookkeeping Side Hustle https://www.facebook.com/groups/BookkeepingSideHustleGroup/The Workflow Watering Hole https://www.facebook.com/groups/TheWorkflowWateringhole/The Entrepreneurial Accountants https://www.facebook.com/groups/theentrepreneurialaccountants/97 & Up https://www.nerdenterprises.com/97-up-business-academy💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Keeper https://www.keeper.app/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 221221 How To Build The First 1 Person $10M Accounting Firm
Sam Altman discusses the solo unicorn https://fortune.com/2024/02/04/sam-altman-one-person-unicorn-silicon-valley-founder-myth/OpenAI and Microsoft's Stargate https://fortune.com/2024/04/02/microsoft-openai-stargate-100-billion-ai-supercomputer-star-wars-sdi/AI agent tool Devin https://twitter.com/cognition_labs/status/1767548763134964000?lang=enAli Abdaal's 2022 How Much I Made video https://www.youtube.com/watch?v=KvDHMeJJ_cY&t=2399s💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Keeper https://www.keeper.app/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 220220 Turning Client Problems into Profitable Services
Million Dollar Weekend https://noahkagan.com/mdwbook/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Keeper https://www.keeper.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 219219 How To Ensure It Goes Better Next Year
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Ep 218218 The Client Who No Longer Appreciates You 🥺
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Ep 217217 24 Tips to Run A Firm While Maintaining Your Health
Check out Dr Rupy's stuff here https://thedoctorskitchen.com/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Accruer https://www.accruer.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 216216 9 Ways To De-Skill Roles in your Accounting Firm
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Ep 215215 Use SCARCITY To Make Your Firm More Profitable
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Ep 214214 SAAS Spend Reporting for your Accounting Clients
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Ep 213213 Can You Delegate Client Comms in an Accounting Firm?
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Ep 212212 This AI Assistant is a PASSIVE REVENUE Opportunity for Firms
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Ep 211211 If You Only Knew... 11 Secrets About Being an Accountant
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Ep 210210 AI Just Made Accounting Firm Marketing More Accessible
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Ep 209209 How To Develop Grit in an Accounting Firm
A link to the book https://www.amazon.com/Grit-Angela-Duckworth-audiobook/dp/B01D3AC5VU💰 Today's SponsorsinterVal https://www.inter-val.ai/js24?utm_campaign=JS_24&utm_medium=referral&utm_source=podcastTeamUp https://www.hireteamup.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