Jason On Firms Podcast cover image

Jason On Firms Podcast

Latest episodes

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May 22, 2024 • 30min

246 Networking With Consultants To Find Better Clients

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 21, 2024 • 33min

245 Imagine You Just Bought This 7,000 CLIENT FIRM - What Now?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.comClient Hub https://www.clienthub.app🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaatsYouTube https://www.youtube.com/@jasoncpa
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May 20, 2024 • 40min

244 Will A “Digital Employee” Be Your Next Hire?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 17, 2024 • 41min

243 Would I Ever Start Another Accounting Firm?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 16, 2024 • 32min

242 The Wealth Ladders of Accounting Firms

The job project I mentioned if you’re an accountant looking for a better gig https://jason.careers/Here’s the original wealth ladder blog post https://nathanbarry.com/wealth-creation/And a link to the illustration I was marking up https://drive.google.com/file/d/1wM0PWSOQLQPjIJHvmPaJQm2m3o60bN-f/view?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 15, 2024 • 30min

241 What OpenAI’s New GPT-4o Means for Accountants

The podcast discusses the launch of OpenAI's GPT-4-0 model, its ability to handle images, audio, and video. It explores using voice assistants for storytelling, ethical implications of AI resembling movie characters, collaborative AI tools, imperfections in AI models, AI assistance humor, and benefits of the GPT-4o team plan.
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May 14, 2024 • 26min

240 They Pivoted to vCFO - Here’s How It’s Going

Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 13, 2024 • 43min

239 How Your Online Network Leads to More Profitable Work

Prompt to draft a cold DM to cold on a podcast: You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs: • Call out related pod episode they did that you liked and why in 1 sentence • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same type of people who are in this person’s podcast audience) • Give three potential topics for a high converting, super valuable pod episode where we discuss something relevant to my expertise • Give them next steps in 1 sentence (book a time on my calendar to discuss, or let me know if they’d like me to outline one of the episode ideas further Draft a cold DM using this framework, it's a pod about taxidermy companies, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points. Prompt to draft a cold DM to a potential client: You're going to help me draft a cold DM to a potential clients for my acounting and tax firm I use the following framework for writing cold DMs in three sentences: • Call out how you know them and something you respect • Explain what you do in 1 sentence (i run a tax & accounting firm that’s in the process of becoming the go-to firm for people like them) • Then simply offer to provide value to something they’re doing - promoting a webinar, a fundraising event they run, come up with something like that Draft a cold DM using this framework, they're a beekeeper, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points.💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 
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May 10, 2024 • 37min

238 The RIGHT Way To Build An SOP In An Accounting Firm

Exploring the necessity of updating SOPs in accounting firms, balancing video and text-based formats for instructional effectiveness. Effective tools like Scribe and Whale for creating SOPs, incentivizing employees for updates. Transitioning to digital processes, custom reporting suites, Lifeflow, and Uku's task planning tool. AI technology in video creation, IT solutions, ethical implications of AI clones in conversation, and evolving content creation in accounting firms.
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May 9, 2024 • 37min

237 How To Get Down to 40 Hours Per Week!

Geraldine's links 👇Podcast https://www.businessstrategyforcpas.com/Website https://geraldinecarter.com/LinkedIn https://www.linkedin.com/in/geraldine-carter/Grab the new book here! https://geraldinecarter.com/book💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 

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