Accounting Firm Coach: Office Hours

Accounting Firm Coach: Office Hours

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Accounting Firm Coach: Office Hours episodes

  • 520 Donโ€™t Run A Paid Ad for your Accounting Firm Until You Watch This

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
    ๐Ÿค 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

    Hungry for that transformational in-person connection? ๐Ÿ‘‹ Join me at one of my upcoming events: https://jasononline.link/529LE

    ๐Ÿ’ฐ Today's Sponsors
    Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
    ClientHub: https://www.clienthub.app/
    Canopy:ย  https://www.getcanopy.com
    MakersHub: https://jasononline.link/PMHub

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    35 min
  • 519 Is AI Making Junior Accountants Turn Off Their Brains?

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
    ๐Ÿš€ Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk

    Hungry for that transformational in-person connection? ๐Ÿ‘‹ Join me at one of my upcoming events: https://jasononline.link/528LE


    ๐Ÿ’ฐ Today's Sponsors
    TeamUp: https://www.hireteamup.com/
    ClientHub: https://www.clienthub.app/
    Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
    MakersHub: https://jasononline.link/PMHub

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
    ๐Ÿค 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

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    42 min
  • 518 Why You May Want to SELL Your Accounting Firm!

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
    ๐Ÿค 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
    ๐Ÿš€ Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk

    ๐Ÿ’ฐ Today's Sponsors
    Cloud Accounting Staff: cloudaccountantstaffing.com/lp/staats
    ClientHub: https://www.clienthub.app/
    Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
    MakersHub: https://jasononline.link/PMHub

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    40 min
  • 517 Accounting Firm Acquisition ARBITRAGE Opportunities

    ๐ŸŽฅ The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_
    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
    ๐Ÿค 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


    ๐Ÿ’ฐ Today's Sponsors
    TeamUp: http://hireteamup.com/jason
    Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
    MakersHub: https://makershub.ai/
    ClientHub: https://www.clienthub.app/

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    32 min
  • 516 What Accounting Firms Should Prioritize Before 12/31

    ๐Ÿค 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
    ๐Ÿ‘‰ Download my free app database + tech stack planner: https://jasononline.link/D525
    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library
    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F


    ๐Ÿ’ฐ Today'sย  Sponsors
    Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
    Cloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staats
    MakersHub:https://makershub.ai/
    ClientHub: https://www.clienthub.app/

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X: https://twitter.com/jasononfirms
    LinkedIn: https://www.linkedin.com/in/jstaats/
    YouTube: https://www.youtube.com/@jasoncpa

    47 min
  • 515 Marketing Pro Explains: How Accounting Firms Can Get Ahead

    Check out Karenโ€™s workshop series here! https://wearepf.com/accelerator/
    Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
    ๐Ÿค 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
    ๐Ÿ‘‰ Download my free app database + tech stack planner: https://jasononline.link/D521
    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library

    ๐Ÿ’ฐ Today'sย  Sponsors
    TeamUp: http://hireteamup.com/jason
    Makershub: https://makershub.ai/
    Ignition: https://www.ignitionapp.com/
    Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    48 min
  • 514 What I Learned Going Through 42 Accounting Firm Websites

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    ๐Ÿค 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

    ๐Ÿ‘‰ Download my free app database + tech stack planner: https://jasononline.link/D521

    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library

    ๐Ÿ’ฐ Today'sย  Sponsors
    TeamUp: http://hireteamup.com/jason
    Makershub: https://makershub.ai/

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    26 min
  • 513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms

    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library

    ๐Ÿค 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

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    ๐Ÿ’ฐ Today's Sponsors
    MakersHub: https://makershub.ai/
    Karbon https://karbonhq.com/

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    32 min
  • 512 How Overselling is Costing Accounting Firms Millions

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    ๐Ÿค 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

    ๐Ÿ’ต Alex Hormoziโ€™s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY

    ๐Ÿ’ฐ Today's Sponsors
    Karbon https://karbonhq.com/
    Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    21 min
  • 511 Accounting Firm Service Breakdown: Tax Advisory

    ๐Ÿงฐ Grab my FULL service library template here https://www.jasononfirms.com/service-library

    Tax strategy resources:
    ๐Ÿง  Coaching Groups
    Certified Tax Coach https://certifiedtaxcoach.org/
    Solo Tax Coach https://solotaxcoach.com/

    ๐Ÿค“ Tech Solutions
    TaxPlanIQ https://www.taxplaniq.com/
    Instead https://www.instead.com/
    Corvee https://corvee.com/
    Holistiplan https://www.holistiplan.com/

    ๐Ÿ“Œ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    ๐Ÿค 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

    ๐Ÿ’ฐ Today's Sponsors
    Karbon https://karbonhq.com/
    Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

    ๐Ÿ—ฃ๏ธ Continue the discussion on social!
    X https://twitter.com/jasononfirms
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    27 min

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