Jason On Firms Podcast

Jason Staats
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Sep 17, 2024 • 31min

327 This Accounting Firm Just Decided to Niche Down

🤖 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
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Sep 16, 2024 • 40min

326 DOUBLE Your Profitability With A Better Renewal Strategy

💰 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
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Sep 13, 2024 • 29min

325 Why Big Accounting Firms Can Charge Big Prices

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
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Sep 12, 2024 • 43min

324 How To Run A Profitable PAYROLL Practice!

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.
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Sep 11, 2024 • 30min

323 Build A Quick AI Coach To Train Yourself & Your Team

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.
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Sep 10, 2024 • 25min

322 The Secret to Retaining Talent in Accounting Firms

Explore the challenges accounting firms face in keeping top talent and the limitations of outdated retention strategies. Discover the importance of vibrant work environments for accountants and how alignment between firm goals and employee ambitions can reduce turnover. Fresh approaches like supportive 'competes' encourage talent retention by allowing employees to engage with clients independently. Implementing a culture of nurturing development and open dialogue fosters growth, benefiting both employees and firms alike.
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Sep 9, 2024 • 32min

321 Turning Technical Expertise into Sellable FRAMEWORKS

Catch this year-old talk from Russell Brunson about FRAMEWORKS here 👉 https://podcasts.apple.com/us/podcast/finding-your-voice-creating-selling-your-frameworks/id1315130618?i=1000666625431Check out the client battler podcast episode 👉 https://youtu.be/NvQnNKAfW-M 💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax.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
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11 snips
Sep 6, 2024 • 32min

320 AI-Developed Software - A Productivity Unlock for Accountants?

Riley Brown, a software builder and Twitter innovator, joins to discuss the game-changing impact of AI on software development. He highlights tools like Cursor that enable even non-coders to create applications effortlessly. The conversation shifts to strategies for accountants to attract better clients and improve processes using technology like LiveFlow. Brown also tackles the complexities of client segmentation and emphasizes the importance of consistent content creation for audience engagement.
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Sep 5, 2024 • 27min

319 Should Firms Use Mainstream Tech or Accounting Software?

💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax.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
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Sep 4, 2024 • 26min

318 9 Things You Know but Need To Be Reminded Of Today

Discover nine vital reminders to help you tackle discomfort, reduce stress, and boost life satisfaction. Learn the value of focusing on quality over quantity by committing to one project at a time. Embrace the importance of balancing personal goals with professional duties for a well-rounded life. Delve into the benefits of deep thinking and resilience to foster productivity. Find out how turning tough conversations into positive outcomes can empower you and your business.

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