Episode 48

You bring the snacks; Jason’s got the Staats ... and the experience to talk about creativity, community, and life in the CPA world. Over the past some years, In addition to YouTube stardom, Jason has been a staff accountant, tax preparer, principal at Brenner & Company LLP, and is a member of the Gusto Partner Advisory Council.

... there's a post-easter egg at the 45min mark #CPAliens

In today’s ep, we’re talking:

*#TaxTwitter – what it is, and why it’s a hit (hint: community) – and Jason’s takeaway: you’ll always have more to gain by sharing your knowledge than by sitting on it.

*The History of Jason – from one-man garage accountant to finding his people and growing a community that blows the doors off the old ‘what’s mine is mine’ mindset.

*Jason’s creative process behind his Jason.CPA YouTube magic. Does he really want to move beyond his own little corner of the accounting world?

*On book writings – Jason’s focused on writing what he knows. Working title:

A Field Manual to Navigating Legacy Accountants.

*scott scarano, ea 🥶😈 search for the real meaning of “Why,” and his platform. Maybe it’s rap? He’s got the title – #CPAliens.

*Jason’s words of wisdom on the socials:

-      Define what you want to get out of it

-      Find your community by adding value to other peoples’ conversations

*Firm Goals

-      Reduce the number of clients

-      Maintain profitability with fewer clients by raising prices

-      Step away from the partner-led model

-      Team-first approach

*Building the Bench Accounting partnership. Why Bench over other options? Short answer: Long-haul reliability

*Jason throws tools – Scribe, Airtable v. Excel?

All the shout outs: Earmark, Blake Oliver, CPA #TaxTwitter, Intuit, Intuit Mailchimp, Drew Carrick FloQast Zapier, Sandwich, Adam Lisagor, ElectroNeek, Donna Bordeaux, Pilot.com, ❤️🖤💚Nayo Carter-Gray, EA MBA Sandy Johns #100DaysOfNoCode, Xero, Relay Financial, PandaDoc, Simon Sinek

Realize Accountant Community http://rlz.io

YouTube Channel https://go.rlz.io/yt