Jason On Firms Podcast

Discover how to maximize your online presence with innovative content creation strategies. The discussion reveals the challenges professionals face in writing and how AI tools can simplify the process. Learn to use meeting transcripts effectively to keep your content flowing, allowing you to concentrate on your core activities while staying engaged online.

Explore the fascinating world of AI tools designed for small businesses, with a focus on Microsoft and Google's offerings versus ChatGPT's team plan. Discover how direct hiring can optimize accounting practices, particularly with remote talent from the Philippines. Learn how AI assistants are transitioning from fear to acceptance in professional firms. Plus, uncover strategies to enhance productivity and accountability by effectively leveraging AI in work environments.

An accounting firm shares its journey of moving away from Intuit products, revealing unexpected challenges and valuable insights. They discuss how Intuit's shift toward a consumer-driven model affects tax professionals and the competitive landscape. After switching to Xero, the firm discovers clients were largely indifferent to the software change, leading to a transformation in their service delivery and empowering them to take a leadership role in enhancing client practices.

A developer shares his inspiring journey of acquiring an accounting firm, showcasing how software can boost efficiency. The shift from paper to digital in accounting reveals challenges and the need for skill adaptation, especially with AI tools. Growth strategies emphasize the importance of marketing and client targeting, alongside tools like Canopy and TeamUp for project management. The discussion also spotlights the evolution from robotic process automation to AI, stressing its role in enhancing decision-making. Authentic engagement in marketing is highlighted as essential for building meaningful relationships.

Discover the transformative role of AI in accounting, from automating email processing to reimagining workflow mechanics. Learn about the differences between AI assistants and agents, with real examples like the ChatGPT Operator shaping future interactions. Explore how firms can leverage technologies and the benefits of hiring skilled Filipino accountants to maintain a competitive edge. Dive into the evolving landscape of accounting technology and see how AI is set to redefine the industry.

The podcast dives into the rise of advisory services in accounting, critiquing the profit-driven motives behind this shift. It explores the trend of offshore hiring, showcasing success stories while emphasizing the need for trust and tailored solutions. Challenges in scaling advisory services are discussed, particularly in recruiting skilled advisors. The conversation also touches on the importance of skepticism toward sponsored educational content and the necessity of building genuine professional relationships in the age of AI.

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy 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

Discover the revolutionary new deep research feature in ChatGPT tailored for accountants, enhancing research capabilities in the industry. Explore how AI is reshaping collaborative research, as well as the limitations it faces compared to human expertise. Learn about venture capital trends as firms integrate AI tools, improving advisory services and decision-making. Finally, meet RyanBot, an innovative AI providing personalized coaching to accountants, transforming traditional community models and fostering structured networking.

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonMakershub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ 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 http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa