Jason On Firms Podcast

The podcast explores the challenges of switching software in accounting firms, including the impact of AI technology and automation on the reconciliation process. It discusses the importance of timing and commitment when making the decision to switch software, and explores the future of accounting firm software and AI technology. The speaker expresses frustration with the lack of innovation in software products and emphasizes the importance of ecosystem-specific solutions. They also discuss maximizing productivity with one monitor and share their experience of transitioning between tax software.

Harvard study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4573321MetaGPT https://github.com/geekan/MetaGPTMicrosoft AutoGen https://www.microsoft.com/en-us/research/blog/autogen-enabling-next-generation-large-language-model-applications/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

The PI voice assistant https://youtu.be/99mERjGebvg?si=kMplMzAZVyJ2MlfuGPT-4 preparing tax returns https://youtu.be/hjw45TDROUs?si=Bg_7v3HNDa6_Seb3💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

This podcast discusses the release of Windows Copilot, its features including screen capture redaction and improved Outlook, and the importance of hiring the right person. It also explores the benefits of finding an IT group for accounting firms and the importance of keeping the client portal separate from workflow management.

This podcast discusses fall marketing ideas for accounting firms, including hosting workshops, creating valuable checklists, and optimizing reach. It also covers sponsorship, marketing campaign names, and referral incentives. Other topics include effective marketing strategies such as pairing referral incentives with urgency, client testimonial campaigns, and partnership marketing. The podcast also explores fall marketing ideas like sponsorships, tax filing reminder texts, and offering free initial consults. It concludes with tips on creating urgency in marketing strategies using limited-time free consultations, invoice inserts, and AI technology.

This podcast explores the timing and importance of raising prices in an accounting firm, setting expectations and pricing strategies, improving business profitability with a client portal, the use of ghost writers in books, starting out in the tax industry, and building towards a better practice.

Explore the concept of micro-niching in accounting firms and the untapped potential of social media for reaching a wider audience. Learn about the significance of targeting a specific audience and creating effective social media posts. Discover the power of micro-niches in the accounting industry and the benefits of using Co-Pilot and Cloud Accountant Staffing. Explore two paths to building a niche accounting firm - through content creation and in-person experiences.

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountants🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountants🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa