Jason On Firms Podcast

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.

Explore how to overcome the fear of firing tricky clients and the emotional landscape involved in such decisions. Discover practical strategies for clear communication and boundary setting that lead to personal growth. Learn about the benefits of disengaging from unsuitable clients, including enhanced referrals and firm growth. The discussion also highlights the importance of having structured processes in place to navigate these tough conversations successfully.

Discover untapped potential on LinkedIn and challenge your limiting beliefs about career advancement. Explore the concept of 'golden handcuffs' and the importance of side hustles for financial freedom. Learn how consistent engagement on social media can enhance networking skills and career success. Embrace spontaneity to open doors to unexpected opportunities and connect with niche communities. Shift your mindset towards relationship-building on platforms like LinkedIn to unlock personal and professional growth.

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsFinDaily https://findaily.io/🫠 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://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.comFinDaily https://findaily.io/🫠 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

Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.io/🫠 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 the rollout of a new recommendation tool for accounting firms, highlighting marketing transparency. Learn how to optimize your online presence, especially with impactful LinkedIn headlines for Clio-based lawyers. Dive into the emotional complexities of selecting software tools in the accounting world. Explore innovative practice management systems and the role of AI in client communication. Finally, understand the crucial concept of lead magnets to attract potential clients and improve engagement.

Discover the art of navigating client transitions for accounting firms. Learn why firing underperforming clients is crucial for improving firm quality. Explore the benefits of collaboration among firms to ensure smoother client shifts. This discussion emphasizes the value of a community-centric approach to uplift the entire accounting ecosystem. Join the movement toward optimal growth and a more refined professional landscape!

Discover the secrets to scaling an accounting firm past $5 million in revenue. Explore the shift from a partnership model to structured organizations for enhanced efficiency. Uncover the intricacies of leadership dynamics and how to attract talent. Learn about the importance of quality assurance systems and embracing technology for consistent service. Delve into strategies for proactive growth and the benefits of a supportive team structure that fosters organizational change and productivity.