Jason Daily

495 Stop Marketing Your Accounting Firm. Do This Instead

Play Episode Listen Later Aug 6, 2025 21:43

Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1My app recommendation database https://jasononfirms.com/appsMy 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-promptsMy service library template https://www.jasononfirms.com/service-library

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Dan Martell's Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

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490 I Wish Someone Had Shown Me These 6 Shortcuts

Play Episode Listen Later Jul 30, 2025 19:12

My practice management system recommender https://www.jasononfirms.com/pmrecDan Martell's Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1

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489 How Long Does It Take To Niche An Accounting Firm?

Play Episode Listen Later Jul 29, 2025 20:44

Check out Geraldine's book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1

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488 There Are Only 3 Types of Accounting Firms

Play Episode Listen Later Jul 28, 2025 24:00

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487 How To Get ChatGPT To Send You Accounting Clients

Play Episode Listen Later Jul 25, 2025 29:48

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486 First Impressions: ChatGPT AGENT For Accounting Firms

Play Episode Listen Later Jul 23, 2025 32:54

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485 The 6 Small Business Traps that Accounting Firms Fall Into

Play Episode Listen Later Jul 21, 2025 26:59

Some of the resources I mentioned:My app recommendation database https://jasononfirms.com/appsMy service library templates https://jasononfirms.com/service-libraryMy 1040 workflow breakdown https://jasononfirms.com/1040My AI prompts for your meetings https://jasononfirms.com/meeting-promptsHere's that automated time tracker Rize https://rize.io/To learn more about building offers check out Hormozi's $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

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484 Tax Prep For Accounting Firms - The Workflow Masterclass

Play Episode Listen Later Jul 18, 2025 59:09

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483 Can AI Clone My Accounting Expertise?

Play Episode Listen Later Jul 16, 2025 29:19

Take my avatar for a spin here https://www.delphi.ai/jasonstaatsAnd give Delphi a try at https://www.delphi.ai/

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482 How Accounting Firms Can Capitalize On Changing Legislation

Play Episode Listen Later Jul 14, 2025 29:23

The powerful request tool Content Snare https://contentsnare.com/Horomozi's $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

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481 Answering 14 Questions About Running Accounting Firms

Play Episode Listen Later Jul 11, 2025 46:01

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9

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480 13 Brutal Truths to be a Better Accounting Firm Owner

Play Episode Listen Later Jul 9, 2025 38:09

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479 9 Ingredients to Effective Change Management in Accounting Firms

Play Episode Listen Later Jul 7, 2025 29:47

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478 An AI Security Primer for Accounting Firms

Play Episode Listen Later Jul 4, 2025 40:06

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477 The State of Accounting Practice Management Systems

Play Episode Listen Later Jul 2, 2025 43:34

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476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year

Play Episode Listen Later Jul 1, 2025 34:05

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agCheck out my app recommenations for accounting firms here https://jasononfirms.com/appsAnd here's the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl

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475 Can One-Person Accounting Firms Existing in an Age of AI?

Play Episode Listen Later Jun 27, 2025 38:05

Here's that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeTManaging Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto

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474 Should The Next Generation of Accountants be Concerned?

Play Episode Listen Later Jun 25, 2025 18:30

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473 Should Accounting Firms Grow Via Acquisition or Organically?

Play Episode Listen Later Jun 23, 2025 35:28

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472 AI's Impact on Accounting Firms - 5 Year Roadmap Q&A

Play Episode Listen Later Jun 20, 2025 61:20

Learn more about the folks behind this event, PASBA, here! https://pasba.org/

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471 Should Accounting Firms Partner with Financial Planners?

Play Episode Listen Later Jun 18, 2025 27:34

Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/

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470 The Most Impactful AI For Professional Services

Play Episode Listen Later Jun 16, 2025 34:11

The AI assistant for this podcast https://www.delphi.ai/jasonstaatsSwipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

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469 Ok But What If AI DOES Disrupt Accounting Firms?

Play Episode Listen Later Jun 13, 2025 34:52

Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

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468 How To Know if your Accounting Firm is SYSTEMATIZED

Play Episode Listen Later Jun 11, 2025 33:33

Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

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467 Coaching 3 Accounting Firms on Tech Selection

Play Episode Listen Later Jun 9, 2025 47:08

Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

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466 A Q&A about The Future of Accounting AI! (Q2 2025)

Play Episode Listen Later Jun 6, 2025 44:00

Learn more about Rightworks' new community here! https://www.rightworkscommunity.com/

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465 Intuit Stealing Accounting Clients - Good or Bad?

Play Episode Listen Later Jun 4, 2025 32:48

Here's a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

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464 Roasting The Tech Stacks of 3 Accounting Firms

Play Episode Listen Later Jun 2, 2025 40:49

Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

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463 Follow These Steps to turn around ANY Accounting Firm!

Play Episode Listen Later May 30, 2025 64:27

Here's the original vid on the main channel https://youtu.be/4A9QpH9LpIMAnd the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library

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462 Breaking Down a 2 Person $600k/yr Accounting Firm

Play Episode Listen Later May 28, 2025 33:52

Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

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461 The Only Payroll Software Accounting Firms Should Use

Play Episode Listen Later May 26, 2025 27:23

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460 This Is THE PERFECT Accounting Firm Client

Play Episode Listen Later May 23, 2025 18:12

Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW

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459 Simple Video Advice for Accounting Firms

Play Episode Listen Later May 21, 2025 36:43

30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharingLet me know what else I should build some prompt templates for

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458 This Is How You Find A More Profitable Client

Play Episode Listen Later May 19, 2025 29:15

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457 Why Better Clients Aren't Finding Your Firm

Play Episode Listen Later May 16, 2025 30:50

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456 The Most Important Software Tax Firms Will Buy!

Play Episode Listen Later May 14, 2025 32:45

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455 The Ultimate Hack to Build Your Client Network

Play Episode Listen Later May 12, 2025 33:56

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454 Do I Regret Selling My Accounting Firm?

Play Episode Listen Later May 9, 2025 33:35

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453 Revamping A 4 Partner Accounting Firm

Play Episode Listen Later May 7, 2025 37:36

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452 A New Way to Deliver Financials To Your Clients With AI

Play Episode Listen Later May 6, 2025 47:39

Learn more about NotebookLM here https://notebooklm.google/Here's the first prompt I used:You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.And the second prompt I used:You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.

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451 The Best Ledger Software for Accounting Firms

Play Episode Listen Later May 2, 2025 31:08

My full list of accounting firm app recommendations

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450 The WILDEST Tech Stack I've Ever Seen in an Accounting Firm

Play Episode Listen Later Apr 30, 2025 30:50

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

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449 Watch This if you're Trying To Hire an Accounting Unicorn

Play Episode Listen Later Apr 28, 2025 23:23

Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkMCheck out this app database https://www.jasononfirms.com/apps✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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448 How Much Should Firms Increase Prices Each Year?

Play Episode Listen Later Apr 25, 2025 32:09

✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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447 The #1 Tech Unlock for Accounting Firms

Play Episode Listen Later Apr 23, 2025 24:11

Content Snare https://contentsnare.com/✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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446 How This $500k/yr Tax Firm Can 2x Profit in 3 Steps

Play Episode Listen Later Apr 21, 2025 36:01