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366 6 Ways Firms Can Stop Trading Time for Money


Episode 366


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LiveFlow https://www.liveflow.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
Ignition https://www.ignitionapp.com/

🫠 Are you stuck in a legacy firm?
Over 100 prog…


Published on 1 year, 1 month ago

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365 Advice Before You Buy A Practice Management System


Episode 365


💰 Today's Sponsors
LiveFlow https://www.liveflow.io/
Client Hub https://www.clienthub.app/
Ignition https://www.ignitionapp.com/
Karbon https://karbonhq.com/

🫠 Are you stuck in a legacy firm?
Over 100 prog…


Published on 1 year, 1 month ago

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364 The Right And Wrong Place to be CHEAP In Your Firm


Episode 364


💰 Today's Sponsors
LiveFlow https://www.liveflow.io/
TeamUp https://www.hireteamup.com/
Client Hub https://www.clienthub.app/
Ignition https://www.ignitionapp.com/

🫠 Are you stuck in a legacy firm?
Over 10…


Published on 1 year, 1 month ago

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363 Building a BETTER Checklist in your Accounting Firm


Episode 363


The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW

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LiveFlow https://www.liveflow.io/
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Client Hub …


Published on 1 year, 1 month ago

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362 The WRONG Way To Grow Your Accounting Firm


Episode 362


💰 Today's Sponsors
LiveFlow https://www.liveflow.io/
TeamUp https://www.hireteamup.com/

🫠 Are you stuck in a legacy firm?
Over 100 progressive firms are looking for accountants like you on Jason’s job pl…


Published on 1 year, 1 month ago

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361 Overcoming Fear When Changing Tech in your Firm


Episode 361


Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf

💰 Today's Sponsors
LiveFlow https://www.liveflow.io/
Client Hub https://www.clienthub.app/
Te…


Published on 1 year, 1 month ago

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360 The Power of SCRIPTS For Accounting Firms


Episode 360


6 things your script should have
1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they need something or not
2. Identify the stages of the …


Published on 1 year, 1 month ago

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359 A Peek Into The Future of AI Accounting Tech


Episode 359


Check out JasonBot https://www.delphi.ai/jasonstaats
The software email list https://www.jasononfirms.com/software-newsletter
Perplexity https://www.perplexity.ai

💰 Today's Sponsors
LiveFlow https://bit.…


Published on 1 year, 1 month ago

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358 How To Launch An Accounting Firm WITHOUT Tax Expertise


Episode 358


My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue

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Mercury https://mercury.com/for/…


Published on 1 year, 1 month ago

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357 Overcoming The Fear Of Firing A Tricky Client


Episode 357


Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
Client Hub https://www.clienthub.app/
FinD…


Published on 1 year, 1 month ago





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