Podcast Episodes
Back to Search306 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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Stanford Tax https://stanfordtax.c…
1 year, 7 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.wordwa…
1 year, 7 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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1 year, 7 months ago
303 The 15 Reasons To NOT Specialize Your Accounting Firm
Episode 303
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Client Hub https://www.clienthub.app/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
Cloud Accountant Staffing htt…
1 year, 7 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.thomsonreu…
1 year, 7 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 http…
1 year, 7 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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Client Hub https://w…
1 year, 7 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:/…
1 year, 7 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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Stanford Tax https://stanfordtax…
1 year, 7 months ago
297 Let’s Attract Niche Clients to this Accounting Firm
Episode 297
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
LiveFlow https://bit.ly/3tK7Llr
TeamUp https://www.hireteamup.com/
MakersHub https://makershub.a…
1 year, 7 months ago