Jason On Firms Podcast

Dive into the art of managing tricky client conversations with a focus on role-playing tough discussions. Learn how to handle delays in financial documents and set clear expectations to avoid misunderstandings. Discover recruitment strategies to attract top talent while optimizing client relationships. Explore best practices for communicating price increases and mastering client interactions in tax advisory. Witness a dramatic shift from conflict to collaboration as accountability and effective communication take center stage.

💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/TruePrep https://www.trueprep.ai/🫠 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

If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/And the side hustler podcast here https://www.youtube.com/playlist?list=PLiSD0u4Cl2fjGhr-puxVzD0yuqlSCpZx3Brian Tracy Book 👉 https://a.co/d/gBOUhXR💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.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

Discover how postponement can revolutionize accounting firm workflows by allowing for greater flexibility and accuracy. The discussion highlights the benefits of pre-work during slow periods to surge profitability when demand spikes. Learn about the pivotal role of administrative staff and innovative tools like Liveflow that boost operational efficiency. Additionally, explore redefined efficiency metrics that prioritize high-value tasks, encouraging skill development and effective resource management. Tune in for strategies that can transform accounting practices!

Discover how modern meeting technologies, including booking tools and AI assistants, are transforming productivity. Learn about the structured application of these tools to enhance meeting efficiency. The discussion dives into improving client experiences through effective data management. Uncover insights that can help professionals leverage tech for better outcomes in the world of professional services.

Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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 SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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

Brandon Hall, a sales process expert and newsletter creator, shares insights on navigating the complexities of client engagement. He emphasizes a consultative approach to sales and the importance of understanding client needs. The discussion also highlights the evolving motivations in business, including the value of effective leadership and prioritizing sustainable growth. Brandon explores leveraging AI in accounting and innovative pricing models for success. His strategies for lead generation through community engagement and valuable content are particularly noteworthy.

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 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

The TallyFor trial balance app I mentioned https://www.tallyfor.com/Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 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