Jason On Firms Podcast

452 A New Way to Deliver Financials To Your Clients With AI


Listen Later

Learn more about NotebookLM here https://notebooklm.google/

Here’s the first prompt I used:
You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.

And the second prompt I used:
You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.

πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk

πŸ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

🀝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G

πŸ’° Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

πŸ—£οΈ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

...more
View all episodesView all episodes
Download on the App Store

Jason On Firms PodcastBy Jason Staats

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

57 ratings


More shows like Jason On Firms Podcast

View all
Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

588 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

209 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

418 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

111 Listeners

Tax Notes Talk by Tax Notes

Tax Notes Talk

91 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

335 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

248 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

45 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

Acquisitions Anonymous - #1 for business buying, selling and operating

244 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

254 Listeners

Accounting High by Accounting High

Accounting High

48 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

28 Listeners