Jason On Firms Podcast

💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Discover how accounting professionals can conquer their fears when integrating new technology. Learn about the benefits of tech adoption and the importance of enhancing client experiences. The conversation emphasizes strategic changes to attract ideal clients and innovative tools like Liveflow and ClientHub. Dive into a systematic approach to turning anxiety into growth, while highlighting the need for team involvement and effective communication during transitions. Transform your firm's challenges into opportunities!

Discover the power of scripting in accounting to enhance client interactions and streamline processes. Learn key elements for effective scripts, including open-ended questions and handling common scenarios. Strategies for capturing client information to improve future communications are discussed, along with the significance of cash visibility and financial projections. Engage in role-play to tackle cash flow challenges and see how structured scripts can boost team communication efficiency. Transform your approach and elevate client experiences!

The future of AI in accounting is full of promise and innovation. Experts discuss the slow pace of current tools while highlighting the potential for AI to streamline workflows. Exciting new apps are automating cash advisory services, significantly enhancing bookkeeping. There's a focus on improving client communication through advanced features. As AI integrates deeper into practices, it emerges as a powerful partner for accountants, poised to boost productivity and transform the profession.

Discover how to launch an accounting firm without tax expertise by leveraging unique skills and niches. Learn strategies for building visibility through content creation and targeted outreach. Explore innovative opportunities that move beyond traditional practices and enhance client engagement. Find out how partnerships and personal expertise can redefine your services and propel growth in a competitive landscape.

Explore how to overcome the fear of firing tricky clients and the emotional landscape involved in such decisions. Discover practical strategies for clear communication and boundary setting that lead to personal growth. Learn about the benefits of disengaging from unsuitable clients, including enhanced referrals and firm growth. The discussion also highlights the importance of having structured processes in place to navigate these tough conversations successfully.

Discover untapped potential on LinkedIn and challenge your limiting beliefs about career advancement. Explore the concept of 'golden handcuffs' and the importance of side hustles for financial freedom. Learn how consistent engagement on social media can enhance networking skills and career success. Embrace spontaneity to open doors to unexpected opportunities and connect with niche communities. Shift your mindset towards relationship-building on platforms like LinkedIn to unlock personal and professional growth.

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsFinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.comFinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa