Accounting Firm Coach: Office Hours

Accounting Firm Coach: Office Hours

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Accounting Firm Coach: Office Hours episodes

  • 241 What OpenAI’s New GPT-4o Means for Accountants

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    30 min
  • 240 They Pivoted to vCFO - Here’s How It’s Going

    Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

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    27 min
  • 239 How Your Online Network Leads to More Profitable Work

    Prompt to draft a cold DM to cold on a podcast:
    You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs:
    • Call out related pod episode they did that you liked and why in 1 sentence
    • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same type of people who are in this person’s podcast audience)
    • Give three potential topics for a high converting, super valuable pod episode where we discuss something relevant to my expertise
    • Give them next steps in 1 sentence (book a time on my calendar to discuss, or let me know if they’d like me to outline one of the episode ideas further
    Draft a cold DM using this framework, it's a pod about taxidermy companies, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points.

    Prompt to draft a cold DM to a potential client:
    You're going to help me draft a cold DM to a potential clients for my acounting and tax firm I use the following framework for writing cold DMs in three sentences:
    • Call out how you know them and something you respect
    • Explain what you do in 1 sentence (i run a tax & accounting firm that’s in the process of becoming the go-to firm for people like them)
    • Then simply offer to provide value to something they’re doing - promoting a webinar, a fundraising event they run, come up with something like that
    Draft a cold DM using this framework, they're a beekeeper, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points.

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    🗣️ 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
  • 238 The RIGHT Way To Build An SOP In An Accounting Firm

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    YouTube https://www.youtube.com/@jasoncpa 

    38 min
  • 237 How To Get Down to 40 Hours Per Week!

    Geraldine's links 👇
    Podcast https://www.businessstrategyforcpas.com/
    Website https://geraldinecarter.com/
    LinkedIn https://www.linkedin.com/in/geraldine-carter/
    Grab the new book here! https://geraldinecarter.com/book

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

    38 min
  • 236 BASIC Email Marketing for Accounting Firms

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    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa 

    34 min
  • 235 17 Apps Your Firm Might Just Fall In Love With

    1. Scribe https://scribehow.com/
    1.5 Whale https://usewhale.io/
    2. TextExpander https://textexpander.com/
    3. My task LMS https://mytasklms.com/
    4. Motion https://www.usemotion.com/
    5. GoHighLevel https://www.gohighlevel.com/
    6. RightTool https://righttool.app/
    7. Pitbull tax resolution software https://www.pitbulltax.com/
    8. Ignition https://ignitionapp.com/
    9. Snipd https://www.snipd.com/
    10. Readwise https://readwise.io/
    11. Keeper https://keeper.app/
    12. Brain.fm https://www.brain.fm/
    13. Judy’s TenKey https://www.judysapps.com/TenKey.htm
    14. DecisionVault https://decisionvault.com/
    15. Practice Protect https://practiceprotect.com/
    16. Calendly https://calendly.com/
    17. Grammarly https://www.grammarly.com/

    💰 Today's Sponsors
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    Uku https://getuku.com/1y-winners
    Copilot https://www.copilot.com/solutions/accounting-client-portal
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    🗣️ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa

    26 min
  • 234 Shortcuts That Will Transform Your Firm

    💰 Today's Sponsors
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    Uku https://getuku.com/1y-winners
    Copilot https://www.copilot.com/solutions/accounting-client-portal
    TeamUp https://www.hireteamup.com/

    🗣️ 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
  • 233 Answering Your Questions About Fully Scheduled Work!

    💰 Today's Sponsors
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    TeamUp https://www.hireteamup.com/
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    🗣️ 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
  • 232 Transitioning Your Firm to Scheduled Work

    💰 Today's Sponsors
    Copilot https://www.copilot.com/solutions/accounting-client-portal
    TeamUp https://www.hireteamup.com/
    LiveFlow https://bit.ly/3tK7Llr
    RightWorks https://www.rightworks.com/rightnow Code: STAATS15

    🗣️ 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

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