Jason On Firms Podcast

Discover the shortcomings of traditional work paper management tools in accounting and the potential of AI to revolutionize workflows. Learn how targeting high-quality leads can boost website traffic and foster client relationships. Explore the idea of an awards show in the accounting world to enhance visibility and networking. Plus, find out how integrating e-signature solutions can streamline processes and improve efficiency while inviting feedback on these innovations.

Discover how to break free from the traditional firm model by prioritizing impactful time management and setting strict boundaries. Explore the shift from hands-on service to scalable business approaches, leveraging expertise and social media for growth. Hear a personal transformation story that emphasizes the importance of physical health in the workplace. Learn strategies to reclaim your time and maximize value by delegating tasks and focusing on delivering lasting benefits.

Discover how to balance costs and benefits when selecting practice management tools. Learn about the evolving landscape of these systems in the accounting world and the crucial role of workflow tools. The conversation emphasizes making informed investments to boost profitability and enhance service offerings. Gain insights into preparing your tech stack for the future, ensuring your firm remains competitive as technology evolves. This is essential listening for accounting professionals navigating their firm's growth.

💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.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

The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.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://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.