Accounting Firm Coach: Office Hours

⚒️ Apps mentioned today (let me know if I missed any)
Copilot for client portal stuff https://www.copilot.com/
Karbon for client-centric PM things https://karbonhq.com/
SafeSend for tax workflows https://safesend.com/
Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-software
Discord for team chat https://discord.gg/
Slack for team chat https://slack.com/
Zoom for video conferencing https://zoom.us/
Google Meet for video conferencing https://meet.google.com/
Digits for quality assurance https://digits.com/
Scrutinize for quality assurance https://scrutinize.io/
VerifyIQ for quality assurance https://verifyiq.co/
OpenPhone for your phone & SMS https://openphone.com/
Dialpad for your phone & SMS https://www.dialpad.com/
Fathom for advanced reporting https://www.fathomhq.com/
Reach Reporting for advanced reporting https://reachreporting.com/
Spotlight for advance reporting https://www.spotlightreporting.com/
G-Accon for spreadsheet automation https://www.accon.services/
LiveFlow for spreadsheet automation https://liveflow.io/
Amalgam for spreadsheet automation https://www.amalgam.me/
Ignition for proposals & payments https://ignitionapp.com/
GoProposal for proposals & payments https://goproposal.com/
Anchor for proposals & payments https://www.sayanchor.com/bookkeepers/
Royalwise for training https://royalwise.com/
Uncat for uncategorized transactions https://uncat.com/
RightTool for making QBO better https://righttool.app/
QuickBooks Online for ledger things https://qbo.intuit.com/
Xero for ledger things https://xero.com/
Keeper for month end close management https://keeper.app/
FloQast for mid market month end close management https://floqast.com/
Aider for hybrid PM and month end close management https://www.aider.ai/
1Password for password management https://1password.com/
LastPass for password management https://www.lastpass.com/
Practice Protect for password and identity management https://practiceprotect.com/
Gusto for payroll https://gusto.com/
Rippling for payroll and PEO https://www.rippling.com/
ADP for outsourced payroll https://adp.com/
Justworks for PEO https://www.justworks.com/
Dext for receipt management https://dext.com/
Content Snare for requests https://contentsnare.com/
Calendly for scheduling https://calendly.com/
Client Hub was mentioned for potentially integrating client meetings https://clienthub.app/

💰 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

The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4

💰 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

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2

And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/Fear-Setting-with-Tim-Ferriss.pdf

💰 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

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2

💰 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

💰 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

💰 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

💰 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

Check out Chad’s new automation community! https://automationtown.io/

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

💰 Today's Sponsors
Financial Cents https://financial-cents.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
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

Check out Josie’s upcoming event here! https://profitablelifestylefirm.com/
Shoot her an email with questions at [email protected]

Here’s her coaching site https://solotaxcoach.com/
And her firm site https://jparrcpa.com/

💰 Today's Sponsors
Financial Cents https://financial-cents.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
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