Jason On Firms Podcast

Learn how to attract high-quality clients by issuing insightful reports. Discover strategies tailored for niche markets like gym owners and golf caddies that enhance authority. Networking with podcast hosts and influencers is key for engagement in various industries. Explore ways to elevate the perceived value of tax advisory services through impactful resources. Hear successful industry examples that inspire effective time management while creating meaningful content to captivate potential clients.

Discover innovative frameworks that help accounting firms sell effectively by addressing client pain points. Learn how to overcome psychological barriers in client engagement and leverage collective value. Uncover strategies for attracting premium clients with specialized frameworks tailored to various industries. Streamline processes with tools that emphasize key performance indicators, enhancing profitability and client relationships. Dive into storytelling techniques to showcase the unique value your firm can offer.

Discover essential questions to identify valuable clients while screening leads. Learn how structured onboarding and the right software can smooth out client experiences. Explore the power of AI in accounting for deep insights and quality assurance. Delve into the challenges of integrating AI tools and the ongoing preference for traditional spreadsheets over newer applications. Join the conversation on effectively adapting to innovations while maintaining flexibility in financial reporting.

The latest discussion dives deep into the capabilities of the new OpenAI model for accounting, specifically its prowess in reviewing financial statements. Listeners learn about the importance of prompt engineering to optimize AI performance. There's an intriguing demo showcasing AI's ability to identify discrepancies in financial documents. The talk highlights how advanced language models can enhance accuracy and compliance in accounting tasks while addressing the role of AI in improving efficiency and security in the finance sector.

Discover a groundbreaking approach to calendar management that differentiates maker's and manager's schedules. Learn strategies for creating uninterrupted work periods to boost productivity, especially in accounting. Explore how tax advisory tools enhance client service, showcasing tangible value like tax savings. Dive into how a firm's structure can optimize client interactions and elevate efficiency. Finally, uncover the importance of effective calendar management in minimizing distractions and maximizing focus on essential tasks.

🤖 Association Discovery Prompt:”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are associations, governing bodies, or organizations that certify for things that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the owners of the business? Give me a table of 10 organizations and what they do, and what about them specifically targets owners of gym businesses?”🤖 Influencer Discovery Prompt:”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are social media influencers, newsletters or podcasts that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the owners of the business? Give me a table of 10 organizations and what they do, and what about them specifically targets owners of gym businesses?”🤖 Ecosystem Explorer Prompt:”I've niched my accounting firm into gym owners business owners. We provide bookkeeping and tax support to them. But my real goal is to niche several layers deeper by identifying adjacent vendors in the ecosystem that I can support as well. Think specifically about the world of gym owners , in a very nuanced way, not mainstream things that consumers would be aware of. List 30 types of adjacent businesses in the ecosystem that would support gym owners entrepreneurs in a bullet list that I could begin offering services to. Ensure they're real types of businesses. List them on one line each, very concise, no pre or post text.” 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.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 SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.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

Check out Spark 👉 https://ai.rightworks.com/ 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.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

Matthew Patrick, a partner at Whirks, shares insights on running a profitable payroll practice. He discusses the evolution of payroll systems and the challenges of client management. Matthew emphasizes the need for effective partnerships and innovative solutions in the industry. He explores the comparison between major service providers and highlights the importance of automation and cash flow management tools for accountants. The conversation also touches on modernizing traditional accounting practices and the significance of team building in achieving success.

Explore the transformative role of AI assistants in coaching team dynamics and enhancing client relationships. Discover innovative tools for navigating difficult conversations and setting clear expectations. Learn how AI can improve communication skills on sales calls, especially in accounting. Delve into the significance of building rapport with potential customers and implementing feedback strategies in sales interactions. Uncover effective tactics for team training and the benefits of hiring diverse talent for optimized performance.