Jason On Firms Podcast

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

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 

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.

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 

💰 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 

1. Scribe https://scribehow.com/1.5 Whale https://usewhale.io/2. TextExpander https://textexpander.com/3. My task LMS https://mytasklms.com/4. Motion https://www.usemotion.com/5. GoHighLevel https://www.gohighlevel.com/6. RightTool https://righttool.app/7. Pitbull tax resolution software https://www.pitbulltax.com/8. Ignition https://ignitionapp.com/9. Snipd https://www.snipd.com/10. Readwise https://readwise.io/11. Keeper https://keeper.app/12. Brain.fm https://www.brain.fm/13. Judy’s TenKey https://www.judysapps.com/TenKey.htm14. DecisionVault https://decisionvault.com/15. Practice Protect https://practiceprotect.com/16. Calendly https://calendly.com/17. Grammarly https://www.grammarly.com/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp 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

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp 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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💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa