Accounting Firm Coach: Office Hours

Accounting Firm Coach: Office Hours

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Accounting Firm Coach: Office Hours episodes

  • 331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow

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    Corvee https://corvee.com/
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    🫠 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

    34 min
  • 330 Questions To Ask EVERY Lead Before Making Them a Client

    💰 Today's Sponsors
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    🫠 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
  • 329 Is The New OpenAI Model Any Good at Accounting?

    Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policy
    Also made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy
     
    💰 Today's Sponsors
    LiveFlow https://bit.ly/3tK7Llr
    TeamUp https://www.hireteamup.com/
    Corvee https://corvee.com/
    Bookkeep https://www.bookkeep.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

    40 min
  • 328 Make THIS Change To How You Manage Your Calendar

    Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.html
    We explored client relationship managers further in D300 https://youtu.be/_BN5E2XAlEU?si=PmxO3nWlZ5oR9Mlf 
    And I drafted my first 20 team members in D282 https://youtu.be/LbCyatwWj1k?si=Bw3l3lO-twaVQi6e 
     
    💰 Today's Sponsors
    FinDaily https://findaily.io/
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    TeamUp https://www.hireteamup.com/
    Corvee https://corvee.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

    32 min
  • 327 This Accounting Firm Just Decided to Niche Down

    🤖 Association Discovery Prompt:
    ”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are associations, governing bodies, or organizations that certify for things that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the owners of the business? Give me a table of 10 organizations and what they do, and what about them specifically targets owners of gym businesses?”

    🤖 Influencer Discovery Prompt:
    ”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are social media influencers, newsletters or podcasts that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the owners of the business? Give me a table of 10 organizations and what they do, and what about them specifically targets owners of gym businesses?”

    🤖 Ecosystem Explorer Prompt:
    ”I've niched my accounting firm into gym owners business owners. We provide bookkeeping and tax support to them. But my real goal is to niche several layers deeper by identifying adjacent vendors in the ecosystem that I can support as well. Think specifically about the world of gym owners , in a very nuanced way, not mainstream things that consumers would be aware of. List 30 types of adjacent businesses in the ecosystem that would support gym owners entrepreneurs in a bullet list that I could begin offering services to. Ensure they're real types of businesses. List them on one line each, very concise, no pre or post text.”
     
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    FinDaily https://findaily.io/
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    🫠 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

    31 min
  • 326 DOUBLE Your Profitability With A Better Renewal Strategy

    💰 Today's Sponsors
    FinDaily https://findaily.io/
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    TeamUp https://www.hireteamup.com/
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    🫠 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
  • 325 Why Big Accounting Firms Can Charge Big Prices

    Check out Spark 👉 https://ai.rightworks.com/
     
    💰 Today's Sponsors
    FinDaily https://findaily.io/
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    TeamUp https://www.hireteamup.com/
    Forwardly http://forwardly.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

    30 min
  • 324 How To Run A Profitable PAYROLL Practice!

    Find Matthew on social https://www.linkedin.com/in/dmatthewpatrick/
    Check out his poorly named service for firms https://www.whirks.com/partner-with-whirks
    And check out PASBA here https://pasba.org/
     
    💰 Today's Sponsors
    FinDaily https://findaily.io/
    LiveFlow https://bit.ly/3tK7Llr
    TeamUp https://www.hireteamup.com/
    Forwardly http://forwardly.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

    43 min
  • 323 Build A Quick AI Coach To Train Yourself & Your Team

    💰 Today's Sponsors
    MakersHub https://makershub.ai/
    LiveFlow https://bit.ly/3tK7Llr
    TeamUp https://www.hireteamup.com/
    Forwardly http://forwardly.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

    30 min
  • 322 The Secret to Retaining Talent in Accounting Firms

    💰 Today's Sponsors
    MakersHub https://makershub.ai/
    LiveFlow https://bit.ly/3tK7Llr
    TeamUp https://www.hireteamup.com/
    Stanford Tax https://stanfordtax.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

    25 min

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