Jason On Firms Podcast

Discover the rollout of a new recommendation tool for accounting firms, highlighting marketing transparency. Learn how to optimize your online presence, especially with impactful LinkedIn headlines for Clio-based lawyers. Dive into the emotional complexities of selecting software tools in the accounting world. Explore innovative practice management systems and the role of AI in client communication. Finally, understand the crucial concept of lead magnets to attract potential clients and improve engagement.

Discover the art of navigating client transitions for accounting firms. Learn why firing underperforming clients is crucial for improving firm quality. Explore the benefits of collaboration among firms to ensure smoother client shifts. This discussion emphasizes the value of a community-centric approach to uplift the entire accounting ecosystem. Join the movement toward optimal growth and a more refined professional landscape!

Discover the secrets to scaling an accounting firm past $5 million in revenue. Explore the shift from a partnership model to structured organizations for enhanced efficiency. Uncover the intricacies of leadership dynamics and how to attract talent. Learn about the importance of quality assurance systems and embracing technology for consistent service. Delve into strategies for proactive growth and the benefits of a supportive team structure that fosters organizational change and productivity.

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.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

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 Safesend https://bit.ly/learn-more-about-ssKarbon https://karbonhq.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

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40FinDaily https://findaily.io/Safesend https://safesend.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

Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper.app/https://clienthub.apphttps://www.getcanopy.com/Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/Safesend https://safesend.com/Client Hub https://www.clienthub.app/Karbon https://karbonhq.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

Explore the growing costs of accounting technology and how firms grapple with budgeting in this rapidly evolving landscape. Discover the challenges of integrating AI into practices while keeping expenses in check. Learn about effective client-centric marketing strategies that help firms stand out and attract younger clients. Dive into the pitfalls of software selection, emphasizing the importance of careful choices over flashy marketing to avoid inadequate solutions.

Discover how accounting firms can sharpen their marketing strategies by refining their niche. Learn the power of building genuine relationships on social media while leveraging past content and AI tools. Find out why targeting the right audience trumps vanity metrics, and explore innovative approaches for specialized services like summer camp financials. The discussion also highlights the impact of consistency and tech advancements in attracting premium clients. Get ready to maximize engagement and stand out in a crowded market!

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.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