Accounting Firm Coach: Office Hours

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🔨 Tools mentioned in this episode:
Rize https://rize.io/
TextExpander https://textexpander.com/
RightTool https://accountingprotools.com/
Digits https://digits.com/
SurePrep https://corp.sureprep.com/
MacBook Pro https://www.apple.com/macbook-pro/
Reflect Notes https://reflect.app/
Monday https://monday.com/
DocuClipper https://www.docuclipper.com/
Revver Docs https://www.revverdocs.com/
Soraban https://www.soraban.com/
Uncat https://www.uncat.com/
StanfordTax https://stanfordtax.com/
TaxCaddy https://taxcaddy.com/
Claude https://claude.ai/
OneNote https://www.onenote.com/
PandaDoc https://www.pandadoc.com/
Typeform https://www.typeform.com/
Odoo https://www.odoo.com/
Bookkeep https://www.bookkeep.com/
Accruer https://accruer.com/
SafeSend https://safesend.com/
Pitbull Transcripts https://www.pitbulltax.com/irs-transcripts.html
LastPass https://www.lastpass.com/
1Password https://1password.com/
Okta https://www.okta.com/
Practice Protect https://practiceprotect.com/
DataSnipper datasnipper.com
Perplexity https://www.perplexity.ai/
Client Engager https://engager.app/
TinyWow https://tinywow.com/
Rewind https://rewind.com/
Syft Analytics https://www.syftanalytics.com/
Basecamp https://basecamp.com/
Fathom https://www.fathomhq.com/
Datarails https://www.datarails.com/
Saasant https://www.saasant.com/
FinancialCents https://financial-cents.com/
Karbon https://karbonhq.com/
Ramp https://ramp.com/
ClickUp https://clickup.com/
Canva https://www.canva.com/
Notion https://notion.so/
TaxDome https://taxdome.com/
Ignition https://www.ignitionapp.com/
Keeper https://keeper.app/
Loom https://loom.com/
Fireflies https://fireflies.ai/
Microsoft Teams Premium https://www.microsoft.com/en-us/microsoft-teams/premium
Fathom https://fathom.video/
ChatGPT Plus https://openai.com/blog/chatgpt-plus

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The Second in Command book https://www.amazon.com/Second-Command-Unleash-Power-Your/dp/B0BR62BXBZ?crid=10BH636ZXI3BI&keywords=second+in+command&qid=1701796354&sprefix=second+in+comman,aps,514&sr=8-1
The HBR Article https://hbr.org/2006/05/second-in-command-the-misunderstood-role-of-the-chief-operating-officer
The pod where I ran through my email delegation process https://youtu.be/BlG4jPJbBy0?si=y4Pr_OuJbIQ0ylyb

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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

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Copilot https://www.copilot.com/solutions/accounting-client-portal
FinDaily https://www.findaily.io/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/

🗣️ 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
LiveFlow https://bit.ly/3tK7Llr
Copilot https://www.copilot.com/solutions/accounting-client-portal
FinDaily https://www.findaily.io/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/

🗣️ 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
LiveFlow https://bit.ly/3tK7Llr
Copilot https://www.copilot.com/solutions/accounting-client-portal
FinDaily https://www.findaily.io/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/

🗣️ 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
LiveFlow https://bit.ly/3tK7Llr
Copilot https://www.copilot.com/solutions/accounting-client-portal
FinDaily https://www.findaily.io/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/

🗣️ 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
LiveFlow https://bit.ly/3tK7Llr
Copilot https://www.copilot.com/solutions/accounting-client-portal
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/

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