Podcast Episodes

336 Should Bookkeeping Firms Get Into Tax Work?

Episode 336

Check out Liveplan here 👉 https://www.liveplan.com
 
💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com…

Published on 1 year, 2 months ago

335 Your Firm Picked The Wrong NICHE - Now What?

Episode 335

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast
Financial Cents https://hubs.l…

Published on 1 year, 2 months ago

334 Can AI Fix My Client’s Accounting Ledger?

Episode 334

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast
Financial Cents https://hubs.l…

Published on 1 year, 2 months ago

333 What’s The Best AI Model for Accounting In 2024?

Episode 333

💰 Today's Sponsors
Cloud Accountant Staffing https://www.cloudaccountantstaffing.com
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Bookkeep https://www.bookkeep.com/

🗣️ Continue the d…

Published on 1 year, 2 months ago

332 Attract Better Clients by issuing a REPORT

Episode 332

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Corvee https://corvee.com/
Bookkeep https://www.bookkeep.com/

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

Published on 1 year, 2 months ago

331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow

Episode 331

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Corvee https://corvee.com/
Bookkeep https://www.bookkeep.com/

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

Published on 1 year, 3 months ago

330 Questions To Ask EVERY Lead Before Making Them a Client

Episode 330

💰 Today's Sponsors
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Corvee https://corvee.com/
Bookkeep https://www.bookkeep.com/

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

Published on 1 year, 3 months ago

329 Is The New OpenAI Model Any Good at Accounting?

Episode 329

Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policy
Also made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy
 
💰 Tod…

Published on 1 year, 3 months ago

328 Make THIS Change To How You Manage Your Calendar

Episode 328

Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.html
We explored client relationship managers further in D300 https://youtu.be/_BN5E2XAlEU?si=PmxO3nWlZ5oR9Mlf 
And I drafted my first…

Published on 1 year, 3 months ago

327 This Accounting Firm Just Decided to Niche Down

Episode 327

🤖 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 th…

Published on 1 year, 3 months ago