Jason On Firms Podcast

Jason Staats
undefined
Jul 26, 2023 • 28min

081 Finding BETTER Clients For Your Accounting Firm

🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 25, 2023 • 31min

080 How To Get Your Accounting Clients To Pay More

🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 21, 2023 • 29min

079 Tips To Build An Accounting Firm Around A Niche

Practical tips for building a niche accounting firm, including using IT conferences to discover client pain points. How specialization helps attract ideal clients and command higher fees. Tactical advice on early hiring and learning to delegate. Quick tech tricks like Stream Deck and social account strategies to boost content reach.
undefined
Jul 19, 2023 • 30min

078 How To Build Your Accounting Firm Tech Stack

XPM https://www.xero.com/us/xero-practice-manager/Aero https://www.aeroworkflow.com/Pixie https://www.usepixie.com/Liscio https://www.liscio.me/Senta https://www.senta.co/us/Qount https://www.qount.io/Mango https://mangopractice.com/Karbon https://karbonhq.com/Keeper https://keeper.app/Copilot https://www.copilot.com/Jetpack https://jetpackworkflow.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Elephant https://getelephantcpa.com/TaxDome https://taxdome.com/Client Hub https://clienthub.app/Financial Cents https://financial-cents.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 17, 2023 • 34min

077 How AI Personal Assistants Impact The Accounting Profession

Take Pi for a spin https://inflection.ai/Note the browser chat experience kind of stinks, if you're chatting in a browser you may as well just use ChatGPT. The novel thing here specifically is the new iOS app.💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 14, 2023 • 36min

076 2023 New Tech For Accountants Roundup - Part 2

Inkle https://www.inkle.io/Ply https://ply.io/Recall Chrome Extension https://www.recall.wiki/extensionRaycast https://www.raycast.com/proGmail Generative Email https://www.androidpolice.com/google-ai-write-gmail/Truewind https://www.truewind.ai/ChatThing https://chatthing.ai/Translucent https://www.translucent.io/Microsoft Loop https://www.microsoft.com/en-us/microsoft-loopWindows Copilot https://blogs.windows.com/windowsdeveloper/2023/05/23/bringing-the-power-of-ai-to-windows-11-unlocking-a-new-era-of-productivity-for-customers-and-developers-with-windows-copilot-and-dev-home/ZeroTax.ai https://zerotax.ai/Puzzle https://puzzle.io/Receipt Cat https://www.receiptcat.com/ScanStraight https://scanstraight.com/30 Days of AI https://kitchentableautomations.thinkific.com/collectionsDigits AI https://www.prnewswire.com/news-releases/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai-301857407.htmlCashWarden https://www.cashwarden.com/Simply Automate https://simplyautomateinc.com/rpaextension/Karbon AI https://karbonhq.com/feature/aiCharcoal Desk https://www.charcoal.inc/App Stream https://www.growthlabfinancial.com/automations-for-accountants💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 13, 2023 • 33min

075 2023 New Tech For Accountants Roundup - Part 1

Jason’s Newsletter newsletter.jason.cpaMacro https://www.macro.com/Guidde https://www.guidde.com/Receiptor AI https://receiptor.ai/ChatGPT Plugins https://openai.com/blog/chatgpt-pluginstheGist https://www.thegist.ai/AI Generated QR Codes https://barcode.so/Dropbox Universal Search https://blog.dropbox.com/topics/product/introducing-AI-powered-toolsRows AI https://rows.com/aiInterdimensional Clown Wrestling https://twitter.com/SteveMills/status/1665872102665383936Digits Transaction Review https://digits.com/blog/posts/introducing-digits-transaction-review/Notion Projects https://www.notion.so/product/projectsMicrosoft 365 https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot-a-whole-new-way-to-work/Canopy Generative Email https://www.getcanopy.com/blog/canopy-launches-chatgpt-ai-in-accounting-practice-management-software-canopyMad Woman Media https://madwomanmedia.co/ResearchBuddy [https://jstaats.notion.site/jstaats/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596](https://www.notion.so/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596?pvs=21)Parsio https://parsio.io/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 12, 2023 • 32min

074 Where Should Accountants Start With Content Creation?

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 11, 2023 • 33min

073 Using AI To Build Your Accounting Firm Niche

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
undefined
Jul 10, 2023 • 35min

072 How Accounting Firms Sell App Advisory

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app