Jason On Firms Podcast

Explore strategies for better tech change management in accounting firms, focusing on clear communication to avoid burnout. Discover tips for selecting the right technology—lean on peer advice and involve your team. Uncover the importance of transparent sponsorships in podcasting and the advantages of hiring skilled accountants from the Philippines. prioritize core values over flashy integrations in software. Finally, learn how insights from seasoned professionals can transform your decision-making and career in accounting.

Discover how TurboTax's entry is reshaping the accounting landscape and what traditional accountants can do to compete. Explore the tension between automated services and the essential value of personal client relationships. Learn how tax advisory services can enhance profitability while integrating AI. Plus, see how innovative sponsorships are helping accountants adapt to a rapidly evolving industry. Tune in for key insights on staying relevant in a digitized market!

More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktopAustralian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 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

Discover essential strategies for accounting firms to enhance efficiency and profitability before year-end. Dive into key decisions like embracing technology and streamlining workflows. Learn the power of storytelling in crafting appealing frameworks for services, particularly for the dental industry. The conversation also highlights the importance of higher-paying client engagements and how innovative practices can boost client satisfaction.

If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 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

Watch the first part of the Service Library series 👉 https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAvSwipe the AI usage policy here 👉  https://youtu.be/HoRbBtt_rh8?si=bPjQ4xOPzmnubAUW 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 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

Check out Liveplan here 👉 https://www.liveplan.com 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 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 journey of pivoting an accounting firm when the chosen niche doesn't fit. Discover the vital role of swift decision-making and adaptability in niche mastery. Learn effective time management techniques tailored for creative minds to boost productivity. Delve into client preferences that challenge the myth of immediate financial reporting. Finally, uncover the advantages of modern software solutions and AI tools to enhance efficiency and client relations in today’s accounting landscape.

Discover how OpenAI's latest model is revolutionizing the review of financial statements for small businesses. Explore innovative tools like Liveflow that enhance data management while addressing common accounting errors with AI's help. Learn about the benefits of hiring accountants from the Philippines for cost-effective solutions and faster recruitment. The discussion also highlights cloud-based platforms that automate and simplify financial management, boosting efficiency across the accounting landscape.

Discover the evolving landscape of AI models tailored for accounting. Explore the latest advancements in AI's role in financial statement analysis, highlighting successes and setbacks. Delve into the accuracy of language models like GPT and Gemini, addressing the critical need for precision. Uncover the performance of open-source models like Llama, and the comparison with newer AI solutions. This podcast reveals how firms must adapt to the rapid changes to harness the full potential of AI in accounting.