Accounting Firm Coach: Office Hours

Accounting Firm Coach: Office Hours

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Accounting Firm Coach: Office Hours episodes

  • 480 13 Brutal Truths to be a Better Accounting Firm Owner

    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
    ClientHub https://www.clienthub.app/
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    Verito https://verito.com/
    Missive http://missiveapp.com/jason

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

    39 min
  • 479 9 Ingredients to Effective Change Management in Accounting Firms

    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
    ClientHub https://www.clienthub.app/
    MakersHub https://makershub.ai/
    Verito https://verito.com/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

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

    30 min
  • 478 An AI Security Primer for Accounting Firms

    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
    ClientHub https://www.clienthub.app/
    Verito https://verito.com/
    MakersHub https://makershub.ai/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

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

    41 min
  • 477 The State of Accounting Practice Management Systems

    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
    ClientHub https://www.clienthub.app/
    MakersHub https://makershub.ai/
    Verito https://verito.com/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

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

    44 min
  • 476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year

    Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

    Check out my app recommenations for accounting firms here https://jasononfirms.com/apps

    And hereโ€™s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl

    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
    ClientHub https://www.clienthub.app/
    MakersHub https://makershub.ai/
    Verito https://verito.com/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

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

    35 min
  • 475 Can One-Person Accounting Firms Existing in an Age of AI?

    Hereโ€™s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT
    Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1
    The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto

    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
    ClientHub https://www.clienthub.app/
    MakersHub https://makershub.ai/
    Verito https://verito.com/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

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

    39 min
  • 474 Should The Next Generation of Accountants be Concerned?

    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
    TeamUp http://hireteamup.com/jason
    MakersHub https://makershub.ai/

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

    19 min
  • 473 Should Accounting Firms Grow Via Acquisition or Organically?

    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
    ClientHub https://www.clienthub.app/
    TeamUp http://hireteamup.com/jason
    Verito https://verito.com/
    MakersHub https://makershub.ai/

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

    36 min
  • 472 AIโ€™s Impact on Accounting Firms - 5 Year Roadmap Q&A

    Learn more about the folks behind this event, PASBA, here! https://pasba.org/

    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
    Mercury https://mercury.com/jasononfirms
    Verito https://verito.com/
    ClientHub https://www.clienthub.app/
    TeamUp http://hireteamup.com/jason

    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!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    1 hr 2 min
  • 471 Should Accounting Firms Partner with Financial Planners?

    Holistiplan https://www.holistiplan.com/
    Corvee https://corvee.com/
    TaxPlanIQ https://www.taxplaniq.com/
    TallyFor https://www.tallyfor.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
    Mercury https://mercury.com/jasononfirms
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    ClientHub https://www.clienthub.app/
    TeamUp http://hireteamup.com/jason

    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!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    28 min

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