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Date
Titre
Durée
10 May 2024
238 The RIGHT Way To Build An SOP In An Accounting Firm
🫠 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
22 Apr 2024
224 This Might Be The MOST Profitable Accounting Firm Service
00:32:30
🫂 A bunch of accountant communities: Realize (my community) https://rlz.io/ Thriveal https://thriveal.com/ Bookkeeping Buds https://www.bookkeepingbuds.com/ Future Firm Accelerate https://futurefirmaccelerate.com/ Roundtable Labs https://www.roundtablelab.com/ Bookkeeping Side Hustle https://www.facebook.com/groups/BookkeepingSideHustleGroup/ The Workflow Watering Hole https://www.facebook.com/groups/TheWorkflowWateringhole/ The Entrepreneurial Accountants https://www.facebook.com/groups/theentrepreneurialaccountants/ 97 & Up https://www.nerdenterprises.com/97-up-business-academy
🧠 Membership Community Info Some interesting statistics https://www.uscreen.tv/blog/membership-site-statistics/ Membership Geeks has a bunch of resources https://www.membershipgeeks.com/ A great guide from Mighty Networks https://www.mightynetworks.com/resources/how-to-create-a-membership-website
429 Deep Research May Be The Best AI for Accountants
00:40:52
Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QX ChatGPT Deep Research https://openai.com/index/introducing-deep-research/ Digits https://digits.com/ Accounting Software Co’s Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226 RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdf
249 7 secret tools social media wizards use (for accounting firms)
00:36:34
🛠️ Tools from today’s pod Hemingway App https://hemingwayapp.com/ Otter AI https://otter.ai/ Claude https://claude.ai/ Hypefury https://hypefury.com/ Typeshare https://typeshare.co/ Taplio https://taplio.com/carousel
🫠 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 Mar 2025
437 6 Ways Accounting Firms Can Use ChatGPT Image Generation
00:31:19
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
21 Oct 2024
351 The EASY Way to Fire Accounting Clients
00:13:18
🫠 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/
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276 The Leading Bottleneck for Firms (and how to beat it)
00:26:30
💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr 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
17 Sep 2024
327 This Accounting Firm Just Decided to Niche Down
00:30:33
🤖 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.”
🫠 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 Aug 2023
099 Creating Dashboards for your Accounting Clients?
🫠 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
20 Jan 2025
403 This Guy’s Been On Production Pay for 12 Years!
00:36:48
Connect with Matthew on LinkedIn! https://www.linkedin.com/in/dmatthewpatrick/ Learn more about PASBA https://pasba.org/ Matthew’s payroll firm also partners with other firms, if you want to outsource that payroll & HR work https://www.whirks.com/partner
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
08 Jan 2025
396 10 Recent AI Announcements ACCOUNTANTS Should Be Excited For
00:54:16
A rundown of links from today’s discussion!
1️⃣ The shift to AI REASONING Background on how OpenAI’s o1 model works https://openai.com/index/introducing-openai-o1-preview/ AccountingToday’s first ChatGPT CPA exam test https://www.accountingtoday.com/news/we-ran-the-cpa-exam-through-chatgpt-and-it-failed-miserably Their second test, where it passed https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes
2️⃣ Copilot Vision Now available in preview https://www.microsoft.com/en-us/microsoft-copilot/blog/2024/12/05/copilot-vision-now-in-preview-a-new-way-to-browse/
3️⃣ Projects in ChatGPT Projects support article https://help.openai.com/en/articles/10169521-using-projects-in-chatgpt
4️⃣ Google’s Been Cookin Their amazing new video model https://deepmind.google/technologies/veo/veo-2/ Gemini deep research https://blog.google/products/gemini/google-gemini-deep-research/
5️⃣ ChatGPT PRO What it includes https://openai.com/index/introducing-chatgpt-pro/
6️⃣ ChatGPT Advanced Voice On All Apps The ChatGPT desktop app https://openai.com/chatgpt/download/
7️⃣ ElevenLabs Conversational Agents Build your own! https://elevenlabs.io/conversational-ai
8️⃣ ChatGPT Canvas How it works https://openai.com/index/introducing-canvas/
9️⃣ More People Are Using It! Rightworks’ AI tool security comparison https://ai.rightworks.com/resources/product-comparison
🔟 OpenAI’s o3 Model The announcement video https://www.youtube.com/live/SKBG1sqdyIU?si=AIMMwI8M80cTHifC
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
17 Apr 2024
221 How To Build The First 1 Person $10M Accounting Firm
00:41:27
Sam Altman discusses the solo unicorn https://fortune.com/2024/02/04/sam-altman-one-person-unicorn-silicon-valley-founder-myth/ OpenAI and Microsoft's Stargate https://fortune.com/2024/04/02/microsoft-openai-stargate-100-billion-ai-supercomputer-star-wars-sdi/ AI agent tool Devin https://twitter.com/cognition_labs/status/1767548763134964000?lang=en Ali Abdaal's 2022 How Much I Made video https://www.youtube.com/watch?v=KvDHMeJJ_cY&t=2399s
🫠 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
19 Mar 2025
431 The Great Advisory Grift
00:34:22
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/
🫠 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
05 Dec 2023
155 Put Your Accounting Firm Marketing on Autopilot
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02 Oct 2024
338 Accounting Firm Websites Are Dead ☠️ Build This Instead
00:34:19
If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference
🫠 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
23 May 2024
247 Pros & Cons of Buying A Firm in 2024
00:40:02
Check out Patrick’s new pod Inspired or Acquired https://inspiredoracquired.transistor.fm/ And following his Twitter here https://twitter.com/patrickdichter
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
12 Sep 2024
324 How To Run A Profitable PAYROLL Practice!
00:42:59
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/
🫠 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 Jul 2023
080 How To Get Your Accounting Clients To Pay More
00:30:34
🛠️ Tools used in this pod: ChatGPT Plus https://openai.com/blog/chatgpt-plus ElevenLabs https://elevenlabs.io/speech-synthesis
The office chair I use https://secretlab.co/products/titan-evo-2022-series?sku=M07-E24PU-BLACK1R The lite version of the chair https://secretlab.co/pages/titan-evo-lite Wired's chair roundup https://www.wired.com/gallery/best-office-chairs/
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
04 Dec 2024
377 A New Community For $1M+ Accounting Firms
00:36:08
Check out Brandon’s weekly newsletter https://brandons-newsletter-bcbda5.beehiiv.com/ And apply to join Brandon’s new community 415 here https://docs.google.com/forms/d/e/1FAIpQLScFVNzR9lRytgGbLAcTpatof03GVxtGgwwMWkYlJ2fGOCr4aQ/viewform
🫠 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
09 Jun 2023
054 The Path To Fully Automated Bookkeeping
00:34:16
AI accounting ledger writeup https://www.linkedin.com/pulse/your-accounting-ledger-ai-jason-staats-cpa AI practice management system writeup https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/
🫠 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
🫠 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
20 Aug 2024
307 Tax Pros: What To Know About Working With Bookkeepers
00:28:56
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/
🫠 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/
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26 Feb 2024
188 The Skills Needed To Develop An Accounting Firm
🫠 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/
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18 Oct 2023
126 Documenting Client Communications in Accounting Firms
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18 Apr 2024
222 9 More Reasons to Attend Accounting Firm Conferences
00:32:24
The show I'm at - if you're in the UK, worth checking out next year! https://digitalaccountancy.com/ Accounting Cornerstone Foundation https://accountingcornerstone.org/
🫂 A bunch of accountant communities: Realize (my community) https://rlz.io/ Thriveal https://thriveal.com/ Future Firm Accelerate https://futurefirmaccelerate.com/ Roundtable Labs https://www.roundtablelab.com/ Bookkeeping Side Hustle https://www.facebook.com/groups/BookkeepingSideHustleGroup/ The Workflow Watering Hole https://www.facebook.com/groups/TheWorkflowWateringhole/ The Entrepreneurial Accountants https://www.facebook.com/groups/theentrepreneurialaccountants/ 97 & Up https://www.nerdenterprises.com/97-up-business-academy
🫠 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
17 Mar 2025
430 The Three Ways To Manage Client Status Updates
00:31:30
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
19 Dec 2024
387 The Argument To Deliver Client Work With a VIDEO
00:35:44
Check out the Taxpros Discord http://www.taxprosdiscord.com/ And connect with Derek on LinkedIn https://www.linkedin.com/in/derek-foote-cpa/ X/Twitter https://x.com/WTFoote
🫠 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/
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11 Nov 2024
365 Advice Before You Buy A Practice Management System
🫠 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/
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20 Nov 2023
146 Making Hard Choices in an Accounting Firm
00:36:23
Tim Ferriss' Ted Talk https://youtu.be/5J6jAC6XxAI?si=YtZXaAuOb76QcMEF A doc for going through the framework https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf
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01 Nov 2024
359 A Peek Into The Future of AI Accounting Tech
00:41:54
Check out JasonBot https://www.delphi.ai/jasonstaats The software email list https://www.jasononfirms.com/software-newsletter Perplexity https://www.perplexity.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
🫠 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
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
09 May 2024
237 How To Get Down to 40 Hours Per Week!
00:37:13
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
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
25 Nov 2024
371 Behind The Scenes of a New Accountant Community
00:42:54
Learn more about Mike & Rebecca’s community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationroom.circle.so/
🫠 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
18 Aug 2023
094 Should Accountants Help Clients With Operations Software?
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
19 May 2023
039 ChatGPT Plugins For Accountants
00:40:16
ChatGPT Plugins https://openai.com/blog/chatgpt-plugins ChatGPT Zapier Plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/ Langdock for building your own Plugin https://www.langdock.com/ AI regulation hearings supercut https://twitter.com/mreflow/status/1658699524137971714?s=20 iOS voice cloning https://www.pcmag.com/news/voice-cloning-tech-iphone-ipad-help-those-with-disabilities-speak
🫠 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
🫠 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
🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
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