Accounting Firm Coach: Office Hours

By Jason StaatsBusiness Entrepreneurship Management

Accounting Firm Coach: Office Hours episodes

November 05, 2024 361 Overcoming Fear When Changing Tech in your Firm
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf
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LiveFlow https://www.liveflow.io/
Client Hub https://www.clienthub.app/
TeamUp https://www.hireteamup.com/
Ignition https://www.ignitionapp.com/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ 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
November 04, 2024 360 The Power of SCRIPTS For Accounting Firms
6 things your script should have
1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they need something or not
2. Identify the stages of the conversation, the general arc you want
3. List good open ended questions for each stage of the convo
4. Include handing for common scenarios in each stage
5. Include stages that repeat back to the client your understanding and get them to say Yes
6. Define the closing step for various scenarios, what are the action items, when should the client expect to hear from the team next
Steal some scripts from Alex Hormozi’s $100M Leads book https://www.acquisition.com/hubfs/$100M Leads Cold Outreach Downloads.pdf?hsLang=en
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
23 min
November 01, 2024 359 A Peek Into The Future of AI Accounting Tech
Check out JasonBot https://www.delphi.ai/jasonstaats
The software email list https://www.jasononfirms.com/software-newsletter
Perplexity https://www.perplexity.ai
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
FinDaily https://findaily.io/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
42 min
October 31, 2024 358 How To Launch An Accounting Firm WITHOUT Tax Expertise
My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
FinDaily https://findaily.io/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Client Hub https://www.clienthub.app/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
32 min
October 30, 2024 357 Overcoming The Fear Of Firing A Tricky Client
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
FinDaily https://findaily.io/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
33 min
October 29, 2024 356 Redefine Your Business & Career in 12 Months
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
23 min
October 28, 2024 355 Storytelling That Attracts BETTER Clients
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
FinDaily https://findaily.io/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ 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
October 25, 2024 354 Should Accounting Firms Have Portals Or PMs?
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
Mercury https://mercury.com
FinDaily https://findaily.io/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ 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
October 24, 2024 353 Making The Hard Decision to LEAVE A Firm
Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Safesend https://bit.ly/learn-more-about-ss
FinDaily https://findaily.io/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
40 min
October 22, 2024 352 How I Built A Great Lead Magnet (And You Can Too!)
Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1
How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Karbon https://karbonhq.com/
FinDaily https://findaily.io/
🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
37 min