Jason On Firms Podcast

Discover the secrets to building a niche accounting firm by leveraging vendor marketing for client acquisition. Learn how to partner with niche software companies to access their marketing budgets. Jason shares practical outreach strategies, including connecting with CEOs and utilizing live events for networking. He emphasizes the importance of specialization over generalization for profitability. Plus, get insights on using your unique background to define a niche and engage with industry-specific software and organizations.

Learn how to tackle pricing objections effectively and use them to your advantage. Discover the benefits of starting with limited-scope projects to ease client concerns. Explore strategies like downselling and offering multiple pricing tiers to meet client needs. Specializing in rare, expensive problems can help you command higher fees. Understand the importance of pricing based on client willingness, not just time spent. Tune in for practical insights that can reshape how firms approach pricing and client engagement.

Explore how AI is transforming accounting roles, as advisory services become more crucial. Automation may replace some compliance tasks, but the demand for skilled professionals is evolving. Discover how bookkeeping is turning into controllership and why tech isn't replacing accountants but enhancing their work. Learn practical tips for using AI in everyday operations, from managing meeting transcripts to productivity boosts with ChatGPT. Plus, insights on the creativity behind AI and strategies to stay relevant in the changing landscape.

Dive into strategies for discovering concentrated client sources and building a niche accounting practice. Learn how to tap into mandatory onboarding opportunities across various industries. Jason explains the importance of client feedback on where to network and the hidden potential of social media. Analyze negative reviews to uncover common issues and proactively gather positive testimonials to enhance your firm’s reputation. Plus, catch insights on leveraging conferences for real problem spotting in your niche!

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq💰 Today's SponsorsCloud Accountant Staffing: http://hireteamup.com/jasonCanopy: https://www.getcanopy.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Explore the pitfalls of client education and why experience often trumps information. Shift focus to addressing immediate client pains with tailored solutions. Embrace upfront projects to lower risk and enhance client value. Discover niche offers that draw in clients with urgent needs, and learn about effective practice management tools. Delve into offshore hiring strategies and evaluate the pros and cons of partnerships with larger firms. Finally, find your unique online voice and create engaging, niche content!

Discover the untapped potential of text messaging in accounting firms. Clients prefer texts over emails, so tapping into this trend can elevate your service. Modern tools offer a way to manage team communications effectively. Learn to differentiate services by bundling messaging in premium packages, and avoid giving out personal numbers. Implement a team-first triage system for efficient responses. Limit messaging channels for premium support to enhance exclusivity and leverage texting for better engagement, especially for event invites.

Discover the power of online communities for accounting firms. Learn the difference between peer-led communities and fan clubs. Uncover strategies to provide peer value and solve client issues collaboratively. Explore the importance of targeting specific niches and the pitfalls of large, free communities. Understand how to kick off a community with attractive offers and minimal platforms. Jason argues that peer advice often surpasses individual coaching, making community-building a rewarding venture for accountants.

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3GHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staatsMakersHub: https://jasononline.link/PMHub🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

Discover why many firms struggle with paid ads and how to make them work effectively. Learn the importance of balancing paid acquisition with organic strategies. Jason shares successful low-cost offers to attract clients and emphasizes the need for hands-on management in ad campaigns. Dive into the importance of testing offers and measuring customer lifetime value. Plus, get tips on crafting targeted, specific ads that resonate with high-value clients. Don't miss the perks of in-person connections at upcoming events!