Jason On Firms Podcast

Exploring Intuit's new AI chat assistant, its benefits, and its implications for the accounting industry. Challenges of migrating to a practice management system and using Co-Pilot as a client communication layer. Intuit's shift towards consumer products and 'done for you' services with the help of data and AI. Importance of building a resilient staffing pipeline for accounting firms and the value of offering a human touch in the profession.

💰 Today's SponsorsCopilot https://www.copilot.com/Client Hub https://www.clienthub.app/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The podcast explores the benefits of integrating AI chat into practice management systems for accountants. It discusses how AI chat can be a competitive advantage, the challenges of transitioning to a new system, the benefits and challenges of using an AI assistant in accounting, the importance of AI chat assistants for accountants, and the use of AI assistants and auto replies in practice management systems.

In this podcast, the speaker discusses the importance of giving away content to attract better clients and find more opportunities. They also talk about the drawbacks of lengthy digital products and the significance of reaching a wide audience before implementing payment barriers. The challenges of moving a firm to a practice management system are explored, emphasizing the importance of separating the client experience from the backend systems. Building visibility and expertise online is also discussed, highlighting the benefits of sharing knowledge and establishing oneself as a subject matter expert. Lastly, the speaker emphasizes the importance of solving specific problems, building a community, and putting content out for general consumption instead of behind a paywall.

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.com/Copilot https://www.copilot.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.com/Copilot https://www.copilot.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

2023 NATP Tax Fee Study https://blog.natptax.com/article?articleId=4sW0HyeQueoKNG4DvO93gJ💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.com/Copilot https://www.copilot.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Explore the journey of the hosts in the accounting profession and their innovative approach to running an accounting firm. Discover the importance of shared vision and collaboration, learning and growing in your field, and pursuing side projects. Learn about the sponsors of the podcast episode and their services in workflow optimization and client experience.

💰 Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa