Jason On Firms Podcast

Finding time for important tasks can feel impossible. Prioritization and delegation are key to regaining control over your schedule. Discover innovative tools that boost productivity while streamlining workflows. Explore the challenges faced by legal professionals transitioning to management roles and the necessity of collaboration for success. Embrace being 'unreachable' to sharpen focus and enhance efficiency. Learn how strategic planning and investment in long-term goals can lead to significant productivity gains.

Discover the importance of developing a unique voice for accounting firms to break free from corporate jargon. Learn how 'attractive characters' can enhance brand authenticity and storytelling, especially on social media. Explore innovative financial solutions and the role of community-building in knowledge sharing. Delve into the concept of the reluctant hero in professional environments and how AI can elevate services. Finally, find out how a distinct organizational voice can effectively attract clients.

Discover the challenges of dealing with disorganized clients and the importance of setting realistic expectations. Dive into client-provider relationships, emphasizing transparency and innovative financial tools. Learn how to align client engagements and empower your team to enhance productivity. Explore strategies for evaluating client satisfaction and modernizing rural accounting firms to attract younger clientele. Effective communication and operational efficiency are key to better service delivery.

Jason Blummer, a CPA with 30 years in accounting and the mastermind behind the Thriveal community, dives into the evolution of professional networks. He discusses the importance of balancing work and personal growth through community involvement. The transformation of the Deeper Weekend from a casual idea into a week-long gathering is explored, as well as the significance of authentic connections at conferences. Additionally, Jason highlights how software tools can enhance tax advisory services, emphasizing the vital role of community in firm growth.

Brandon Hall, founder of a multi-million dollar accounting firm specializing in real estate, shares his insights on creating a new community for seven-figure accounting firms. He emphasizes the importance of evolving leadership skills and peer networking for growth. The conversation also highlights the benefits of offshore staffing and innovative tools like financial dashboards for efficiency. Brandon explores the challenges of engaging virtual communities and suggests a balance between online and in-person interactions for deeper connections in the industry.

Logan McGrathman, Founder of Counter, shares insights on building a thriving online community for new accounting firm owners. He discusses strategies for client acquisition and navigating staffing challenges, including the benefits of offshore hiring. The conversation highlights the importance of transparency and modern tools in managing firms. Logan also addresses fears surrounding social media for accountants and envisions a collaborative future for the profession through supportive online networks.

Discover the innovative Realize community, where accounting professionals focus on peer networking and collective intelligence. Learn how this collaborative space combats isolation and boosts problem-solving among firms. Dive into the world of mastermind groups that facilitate transformative connections, tackling engagement challenges with creative online strategies. This deep exploration showcases how community initiatives attract forward-thinking firm owners and enhance industry practices.

Black Friday is examined for its impact on accounting firms, with strategies for promotions that maintain service value. Innovative tools like Liveflow and Ramp are highlighted for enhancing financial practices. The podcast also speculates on potential IRS changes amid political shifts and compares them to Argentina’s situation. Additionally, it explores the evolving public accounting landscape, emphasizing tech-driven opportunities and networking. Finally, it discusses the entrepreneurial advantage of aligning personal interests with business strategies.

Chad Davis, the founder of LiveCA and creator of AutomationTown.io, dives into the exciting world of automation for accounting professionals. He shares insights on building a supportive community that embraces AI and no-code solutions. The conversation highlights how automation can enhance workplace productivity and the importance of adapting accounting education to meet evolving needs. Chad also discusses the risks and benefits of integrating AI into the profession, emphasizing collaboration and continuous learning among accountants.

Ryan Lozanis, CPA and founder of Future Firm, shares his insights on revolutionizing the accounting landscape. He discusses his transition from firm owner to community builder, emphasizing modern practices like content marketing and peer support. Ryan highlights the importance of niche-specific communities and innovative coaching methods that leverage asynchronous learning. He also elaborates on the evolution of personalized accounting services, advocating for structured systems to enhance productivity and foster professional growth.