Podcast Episodes

306 Bookkeepers: What To Know About Working With Tax Pros

Episode 306

Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/

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Published on 1 year, 4 months ago

305 How To Price The Tiers of your Accounting Proposals

Episode 305

Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2
The AI app discussed, Wordware https://www.wordware.ai/

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Published on 1 year, 4 months ago

304 The State of AI Adoption In Accounting in 2024, and What’s To Come

Episode 304

Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/

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Published on 1 year, 4 months ago

303 The 15 Reasons To NOT Specialize Your Accounting Firm

Episode 303

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🫠 Are you stuc…

Published on 1 year, 4 months ago

302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)

Episode 302

⚒️ Apps mentioned today (let me know if I missed any)
Drake for tax prep https://www.drakesoftware.com/
Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-cs
CCH Axcess Tax htt…

Published on 1 year, 4 months ago

301 The 22 Types of Software Your Accounting Firm Needs

Episode 301

⚒️ Apps mentioned today (let me know if I missed any)
Copilot for client portal stuff https://www.copilot.com/
Karbon for client-centric PM things https://karbonhq.com/
SafeSend for tax workflows https:…

Published on 1 year, 4 months ago

300 Pros & Cons of Relationship Managers in Firms

Episode 300

The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4

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Published on 1 year, 4 months ago

299 The Big Decision Your Firm Needs To Make

Episode 299

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2

And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/F…

Published on 1 year, 4 months ago

298 Ask Clients These Questions To Increase Profit $$$

Episode 298

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2

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Published on 1 year, 4 months ago

297 Let’s Attract Niche Clients to this Accounting Firm

Episode 297

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Stanford Tax https://stanfordtax.com/
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TeamUp https://www.hireteamup.com/
MakersHub https://makershub.ai/

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

Published on 1 year, 4 months ago