219 Automation as Business Strategy with Jason Staats

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Accountants and CPAs have loads of systems running through their tax practice. Perhaps some things must still be done manually. But what if more of your work and your staff's work could be automated? 

Here today to talk with me about this is my guest, Jason Staats. 

Jason is a CPA turned automation nerd who enjoys sharing new ideas and memes on Twitter, Youtube, and Tiktok. He also built Realize, an online community of accounting firm owners.

 

Highlights:

— “Automation today looks a little more bottom-up. It's automating the very workflow and client-specific problems that we have.”

— “If you can surround yourself with people who are at varying levels of the same journey, that's just going to accelerate your learning so much.”

— “The best way to think about where to start, especially if you do a lot of accounting is, what could you just automate inside of a single accounting file?” — “Inbox rules are the greatest automation hack there is.” 

— “In your decision-making feedback loop, you need to have trusted peers or an external coach who can give you honest feedback that isn't subject to the groupthink that you have within a firm.” 

Connect with Jason:

Podcast https://www.automationtown.fm/

YouTube https://www.youtube.com/@jasoncpa

Twitter https://twitter.com/JStaatsCPA

Community https://rlz.io/

Software mentions:

Zapier: https://zapier.com/

Make: https://www.make.com/en/