Accounting Firm Coach: Office Hours

Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
ClientHub https://www.clienthub.app/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

Let me know what else I should build some prompt templates for 🙂

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
ClientHub https://www.clienthub.app/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

📌 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

💰 Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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.

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

📌 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

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

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe

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

📌 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

💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/