Jason On Firms Podcast

Discover how to elevate your tax preparation services with masterclass insights on client engagement and workflow. Learn the advantages of modern banking solutions like Mercury, designed to enhance efficiency for accountants. Dive into strategies that improve tax preparation processes, featuring tools like Missive and Cloud Accountant Staffing. Explore how AI can transform operations and bolster client communication, ensuring a smoother workflow and happier clients.

Take my avatar for a spin here https://www.delphi.ai/jasonstaatsAnd give Delphi a try at https://www.delphi.ai/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Missive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The powerful request tool Content Snare https://contentsnare.com/Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Missive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dive into a lively Q&A about the future of accounting! Discover how AI is reshaping the profession, enabling firms to automate tasks while enhancing relationships. Learn effective client management strategies and the importance of specialization in a competitive market. Explore insights on career progression, emphasizing soft skills and adaptability. Plus, get tips on navigating pricing adjustments as firms grow and new tools emerge to support compliance and development!

Explore the balance between hard work and strategic thinking in managing an accounting firm. Discover the importance of time management, setting boundaries, and delegating responsibilities for a fulfilling work-life balance. Learn actionable strategies to boost productivity, enhance team performance, and embrace higher-leverage work in the accounting space. Reassess management structures to optimize efficiency and foster better executive teamwork. Plus, delve into upcoming AI development opportunities tailored for the industry!

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/Verito https://verito.com/MakersHub https://makershub.ai/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agCheck out my app recommenations for accounting firms here https://jasononfirms.com/appsAnd here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

This podcast dives into how AI is reshaping solo accounting firms and why adaptation is crucial for survival. It highlights strategies for automating workflows while tackling capacity planning challenges during busy seasons. The discussion encourages finding a unique voice in competitive markets and showcases the benefits of niche specialization, even using beekeeping as a quirky example. Amid the tech revolution, the importance of networking and building community connections for business growth is also emphasized.