Accounting Firm Coach: Office Hours

By Jason StaatsBusiness Entrepreneurship Management

Accounting Firm Coach: Office Hours episodes

August 26, 2024 311 Should Accounting Firms do MORE or LESS?
Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209
💰 Today's Sponsors
Client Hub https://www.clienthub.app/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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
39 min
August 23, 2024 310 A Better Client Experience to Drive PROFIT
💰 Today's Sponsors
Client Hub https://www.clienthub.app/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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
August 22, 2024 309 How To Approach The Sales Process Ft. Brandon Hall
Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/
💰 Today's Sponsors
Client Hub https://www.clienthub.app/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
MakersHub https://makershub.ai/
🫠 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
50 min
August 21, 2024 308 How Accounting Firm Partnerships Work
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
MakersHub https://makershub.ai/
🫠 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
August 20, 2024 307 Tax Pros: What To Know About Working With Bookkeepers
The TallyFor trial balance app I mentioned https://www.tallyfor.com/
Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
MakersHub https://makershub.ai/
🫠 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
29 min
August 19, 2024 306 Bookkeepers: What To Know About Working With Tax Pros
Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
MakersHub https://makershub.ai/
🫠 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
August 16, 2024 305 How To Price The Tiers of your Accounting Proposals
Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2
The AI app discussed, Wordware https://www.wordware.ai/
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
MakersHub https://makershub.ai/
🫠 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
August 15, 2024 304 The State of AI Adoption In Accounting in 2024, and What’s To Come
Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
1 hr 1 min
August 14, 2024 303 The 15 Reasons To NOT Specialize Your Accounting Firm
💰 Today's Sponsors
Client Hub https://www.clienthub.app/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
44 min
August 13, 2024 302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)
⚒️ Apps mentioned today (let me know if I missed any)
Drake for tax prep https://www.drakesoftware.com/
Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-cs
CCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/tax
Lacerte https://accountants.intuit.com/tax-software/lacerte/
Intuit ProConnect for tax prep https://accountants.intuit.com/
Pitbull for tax resolution https://www.pitbulltax.com/
Canopy for tax resolution https://www.getcanopy.com/tax-resolution
RC Reports for reasonable compensation studies https://rcreports.com/
Corvee for tax advisory https://corvee.com/
TaxPlanIQ for tax advisory https://www.taxplaniq.com/
Holistiplan for tax advisory https://www.holistiplan.com/
SafeSend for tax workflow https://safesend.com/
GruntWorx for tax workflow https://www.gruntworx.com/
SurePrep for tax workflow https://corp.sureprep.com/
TaxCaddy for tax workflow https://taxcaddy.com/
Soraban for tax workflow https://www.soraban.com/
StanfordTax for tax workflow https://stanfordtax.com/
TruePrep for tax workflow https://www.trueprep.ai/
💰 Today's Sponsors
Client Hub https://www.clienthub.app/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
36 min