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Jason On Firms Podcast chevron_right

058 The Case For Recording Your Meetings

Jun 15, 2023
31:50
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1
Introduction
00:00 • 3min
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2
How to Normalize Meetings With Your Clients
02:50 • 4min
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3
How to Chat With a Meeting Transcript
06:34 • 3min
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4
Firm 360: A Platform CPA Firm
09:56 • 2min
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5
How Dark Horse Helps CPAs Build Practices From Scratch and Scale Existing Practices
11:35 • 2min
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6
The Power of Universal Search
13:18 • 3min
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7
Setting Expectations for Clients
16:14 • 5min
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8
How to Navigate an Awkward Conversation With Clients
21:12 • 1min
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9
Client Hub Celebrates Client Hub's New Heights
22:20 • 2min
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10
How to Make Your Clients Feel About Your Work
24:49 • 7min
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Fathom https://fathom.video/
Fireflies https://fireflies.ai/

💰Today's Sponsors
https://clienthub.app/
Darkhorse https://darkhorse.cpa/
https://www.myfirm360.com/

Jason's Twitter https://twitter.com/JStaatsCPA
Jason's LinkedIn https://www.linkedin.com/in/jstaats/
Jason's YouTube https://www.youtube.com/@jasoncpa

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