Jason On Firms Podcast

Here’s the AI usage policy Jason developed with Rightworks https://ai.rightworks.com/policyAnd their comparison of the security of leading AI assistants https://ai.rightworks.com/resources/product-comparison💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Logan Graff, a CPA firm owner and founder of the Counter community, shares insights on transparency and financial performance in accounting. He discusses the emotional journey of publicly sharing financial data and the vital balance between work and personal life. Reflecting on their shift from traditional work hours, they emphasize automation and time management strategies. Logan also highlights the importance of community support and offshoring talent while managing software costs, urging fellow accountants to focus on both profitability and personal fulfillment.

Yuri Kapilovich, a solo accounting firm owner, discusses his impressive journey to making $182k in just one year. He shares insights on the importance of financial transparency in the accounting world, sparked by a bold LinkedIn post. Learn how he transitioned from employee to entrepreneur, overcoming challenges in building his personal brand. Yuri also highlights innovative tools that streamline client communication and reports, and reflects on the rewarding yet demanding nature of networking in the industry, balancing work with personal life.

Discover the world of production pay in accounting firms and its pros and cons. Learn how implementing this system can enhance communication, task delegation, and career development. Explore the challenges of nurturing talent while balancing investment and independence. Delve into innovative staffing solutions, like utilizing offshore talent from the Philippines, and exciting practice management enhancements aimed at boosting client engagement. Uncover strategies for a smooth transition to production pay and the importance of community support in this process.

Connect with Craighttps://x.com/CPATaxTeam💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comIgnition https://www.ignitionapp.com/Karbon  https://karbonhq.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jaime Campbell, CPA and co-owner of Tier 1 Services, shares her insights on implementing variable pay in accounting firms, focusing on social justice and financial sustainability. She discusses transforming traditional compensation models to enhance collaboration and equity among employees. The conversation covers the importance of balancing production-driven earnings with the preservation of professional relationships. Jaime also highlights innovative project allocation strategies that drive engagement and improve workplace culture, addressing disparities related to gender and race.

Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comIgnition https://www.ignitionapp.com/Karbon  https://karbonhq.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Matthew Patrick, founder of Whirks, shares his wealth of knowledge on production pay and firm management. He dives into how production pay has evolved in accounting, emphasizing a culture of productivity and transparency. Matthew addresses the challenges with traditional billing practices and the necessity of clear communication about compensation models. He also discusses the benefits of outsourcing talent, enhancing client reporting with innovative tools, and the role of AI in streamlining accounts payable for increased profitability.

The podcast dives into the outdated nature of current practice management systems and their struggles with tax intake and month-end processes. It weighs the tension between stagnation and emerging innovations in client communication, spotlighting Liveflow's game-changing dashboards. Financial Sense is showcased as a leading option for small accounting firms, emphasizing its dual functions. Additionally, the discussion highlights the urgent need for automation to address inefficiencies and encourages building resilience against negativity in the digital landscape.

Webinars are presented as a powerful tool for connecting with potential leads in a noisy digital landscape. The challenges of hosting are unpacked, along with personal stories of overcoming webinar fatigue. Strategies for engaging technical clients are highlighted, with a focus on content that captivates audiences. Tips on leveraging recorded sessions as lead magnets and the advantages of client specialization are discussed. Finally, the transformative effects of the pandemic on accounting firms and ways to keep client communications clear and engaging are explored.