Jason On Firms Podcast
Episodes
406 Practical Production Pay Advice
23 Jan 2025
Contributed by Lukas
Connect with Craighttps://x.com/CPATaxTeam💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comIgnition https://www....
405 Implementing VARIABLE Pay in an Accounting Firm
22 Jan 2025
Contributed by Lukas
Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa💰 Today's SponsorsLivefl...
404 Production Pay for an Accounting Team Of 5
21 Jan 2025
Contributed by Lukas
Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hiretea...
403 This Guy’s Been On Production Pay for 12 Years!
20 Jan 2025
Contributed by Lukas
Connect with Matthew on LinkedIn! https://www.linkedin.com/in/dmatthewpatrick/Learn more about PASBA https://pasba.org/Matthew’s payroll firm also p...
402 The Trouble With Practice Management Systems
17 Jan 2025
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/Financial Cents https://hubs.li/Q02P4Fz40🗣️ Continue the discussion on social!Twitter https...
401 How To Run Your Firm’s First Webinar 🖥️
16 Jan 2025
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/Financial Cents https://hubs.li/Q02P4Fz40MakersHub https://makershub.ai/Ignition https://www.ign...
400 How To Find Your First Mentor
14 Jan 2025
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com🗣️ Continue the discussion on social!Twitter https://twitt...
399 Reacting To 2025 Accounting Trend Hot Takes
13 Jan 2025
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://make...
398 Should Accounting Firms Offer Done-With-You Services?
10 Jan 2025
Contributed by Lukas
Here’s that old value ladder episode https://youtu.be/6BWc2mBqsEM?si=PRV7jl6AAkkGXl1p💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Acc...
397 Debating The Future of Accounting Firm Tech
09 Jan 2025
Contributed by Lukas
A16z video about accounting tech https://youtu.be/OPRJI8Djfq8?si=0NEIDWo2EDbjSRpkNotebookLM https://notebooklm.google💰 Today's SponsorsLiveflow htt...
396 10 Recent AI Announcements ACCOUNTANTS Should Be Excited For
08 Jan 2025
Contributed by Lukas
A rundown of links from today’s discussion!1️⃣ The shift to AI REASONINGBackground on how OpenAI’s o1 model works https://openai.com/index/int...
395 The Fall of Bench + The State of Productized Accounting
07 Jan 2025
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee htt...
394 10 Ingredients Of An Accounting Firm Pod Structure
06 Jan 2025
Contributed by Lukas
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastLiveflow https://www.liveflow.io/🫠 Are y...
393 Is $150/user/mo Too Much For Accounting Software!?
03 Jan 2025
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing....
392 Bookkeeping Tech Predictions for 2025!
02 Jan 2025
Contributed by Lukas
Check these out:Keeper https://keeper.appRightTool https://righttool.appThe Twitter Thread https://x.com/jstaatscpa/status/1600254070929121281?s=46&am...
391 Tax Tech Predictions for 2025!
01 Jan 2025
Contributed by Lukas
Check these out!Soraban https://www.soraban.comStanford Tax https://stanfordtax.com/SafeSend https://safesend.com/💰 Today's SponsorsLiveflow https:...
390 A New Book with a Fresh Approach To Selling
24 Dec 2024
Contributed by Lukas
Check the book out https://a.co/d/0PJicU3💰 Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/Ignition https://www.i...
389 Are You Hiring GHOST Accountants?
23 Dec 2024
Contributed by Lukas
📖 Radical Candor https://a.co/d/bNfPEzG💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Sta...
388 The Trouble With BIG Clients
20 Dec 2024
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing....
387 The Argument To Deliver Client Work With a VIDEO
19 Dec 2024
Contributed by Lukas
Check out the Taxpros Discord http://www.taxprosdiscord.com/And connect with Derek onLinkedIn https://www.linkedin.com/in/derek-foote-cpa/X/Twitter ht...
386 Consolidating Client Work To A Single Portal?
17 Dec 2024
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms...
385 The Best Way To DOUBLE Profits In Your Firm
16 Dec 2024
Contributed by Lukas
💰 Today's SponsorsTeamUp https://www.hireteamup.com/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffi...
384 The Right Number of Apps To Have in an Accounting Firm
13 Dec 2024
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffin...
383 How To Get In The Habit of WRITING (and why you should)
12 Dec 2024
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/Ramp http://ramp.com/jason🫠 Are you stuck in a legacy firm?Over 100 progressive firms are loo...
382 PAID ADS To Find Accounting Clients… Let’s Debate!
11 Dec 2024
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/Ramp http://ramp.com/jason🫠 Are you stuck in a legacy firm?Over 100 progressive firms are loo...
381 7 Ways to MAKE Time (cuz you won’t find it)
10 Dec 2024
Contributed by Lukas
💰 Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/Ramp http://ramp.com/jasonTruePrep.ai https://www.trueprep.ai/🫠...
380 Helping Your Firm Find Its Voice (+Why You Should)
09 Dec 2024
Contributed by Lukas
Highly recommend the book DotCom Secrets https://www.amazon.com/DotCom-Secrets-Underground-Playbook-Growing/dp/1630474770And here’s the podcast epis...
379 How To Handle The Client That’s Too Much Work!
06 Dec 2024
Contributed by Lukas
Check out the David Parell Podcast https://podcasts.apple.com/us/podcast/lulu-cheng-meservey-the-pr-class-you-didnt-know-you-needed/id1700171470?i=100...
378 The Story Behind The ORIGINAL Accountant Community
05 Dec 2024
Contributed by Lukas
Check out Jason’s podcast https://thriveal.com/thrivecast/His YouTube channel https://www.youtube.com/@ThrivealCPANetworkAnd his community, Thriveal...
377 A New Community For $1M+ Accounting Firms
04 Dec 2024
Contributed by Lukas
Check out Brandon’s weekly newsletter https://brandons-newsletter-bcbda5.beehiiv.com/And apply to join Brandon’s new community 415 here https://do...
376 The Online Community for New Accounting Firm Owners
03 Dec 2024
Contributed by Lukas
Check out Logan’s YouTube channel here https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQHis Twitter https://x.com/LoganGrafTaxAnd LinkedIn ht...
375 Inside My Accounting Firm Peer Group Community!
02 Dec 2024
Contributed by Lukas
Learn more about my community Realize here https://www.rlz.io/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonCorvee htt...
374 Should Accounting Firms Avoid Black Friday Deals?
29 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonCorvee https://corvee.com/Cloud Accountant Staffing https://www.cloudacc...
373 A New AUTOMATION Community for Accounting Firms
27 Nov 2024
Contributed by Lukas
Check out Chad’s automation community here! https://automationtown.io/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jason...
372 The Community To Help You Build an ‘Autopilot’ Accounting Firm
26 Nov 2024
Contributed by Lukas
Check out Ryan’s community, Future Firm Accelerate https://futurefirmaccelerate.com/And be sure to join his weekly newsletter here! https://futurefi...
371 Behind The Scenes of a New Accountant Community
25 Nov 2024
Contributed by Lukas
Learn more about Mike & Rebecca’s community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationr...
370 How To Make the Clients You Already Have Better!
22 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.comClient Hub https://www.clienthub.app/Karbon https://karbonhq.com/...
369 The Business Math Your Accounting Firm Needs to See
20 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrKarbon https://karbonhq.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app...
368 6 Ideas to build Urgency & Scarcity into Renewals
18 Nov 2024
Contributed by Lukas
Check out $100M offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/B09BK52JFJ💰 Today's SponsorsLiveFlow https://www.liveflow.io/Team...
367 The Future of Workpaper Management for Accountants
15 Nov 2024
Contributed by Lukas
NotebookLM https://notebooklm.google💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/🫠 Are you stuck in a...
366 6 Ways Firms Can Stop Trading Time for Money
13 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://www.liveflow.io/Karbon https://karbonhq.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionap...
365 Advice Before You Buy A Practice Management System
11 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/Karbon https://karbonh...
364 The Right And Wrong Place to be CHEAP In Your Firm
08 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.igni...
363 Building a BETTER Checklist in your Accounting Firm
07 Nov 2024
Contributed by Lukas
The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW💰 Today's SponsorsLiveFlow https://www.livef...
362 The WRONG Way To Grow Your Accounting Firm
06 Nov 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms...
361 Overcoming Fear When Changing Tech in your Firm
05 Nov 2024
Contributed by Lukas
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://www...
360 The Power of SCRIPTS For Accounting Firms
04 Nov 2024
Contributed by Lukas
6 things your script should have1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they ...
359 A Peek Into The Future of AI Accounting Tech
01 Nov 2024
Contributed by Lukas
Check out JasonBot https://www.delphi.ai/jasonstaatsThe software email list https://www.jasononfirms.com/software-newsletterPerplexity https://www.per...
358 How To Launch An Accounting Firm WITHOUT Tax Expertise
31 Oct 2024
Contributed by Lukas
My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrFinDaily ...
357 Overcoming The Fear Of Firing A Tricky Client
30 Oct 2024
Contributed by Lukas
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://bit...
356 Redefine Your Business & Career in 12 Months
29 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firm...
355 Storytelling That Attracts BETTER Clients
28 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtub...
354 Should Accounting Firms Have Portals Or PMs?
25 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.comFinDaily https://findaily.io/🫠 ...
353 Making The Hard Decision to LEAVE A Firm
24 Oct 2024
Contributed by Lukas
Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup....
352 How I Built A Great Lead Magnet (And You Can Too!)
22 Oct 2024
Contributed by Lukas
Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse...
351 The EASY Way to Fire Accounting Clients
21 Oct 2024
Contributed by Lukas
🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason...
350 How I Grew My Accounting Firm Past $5M
18 Oct 2024
Contributed by Lukas
Dark Horse CPA https://darkhorse.cpa/Breakaway Bookkeeping & Advising https://breakawayba.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7L...
349 Scaling An Accounting Firm from $1M to $3M
17 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.com...
348 Scaling An Accounting Firm to $1M in 2025
16 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hub...
347 Running a Solo Accounting Firm that Prints Money in 2025!
15 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hub...
346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide
14 Oct 2024
Contributed by Lukas
Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper....
345 Is Accounting Firm Tech Getting Too Expensive?
11 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hub...
344 The EASY Way To Market Your Accounting Firm
10 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.co...
343 My Secret To Strategic Delegation
09 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.co...
342 13 Tips to Select Better Accounting Firm Tech
08 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.co...
341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)
07 Oct 2024
Contributed by Lukas
The spreadsheet comparing your offering to other productized offerings https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5T...
340 Don’t Post On Your Firm’s Social Media Accounts
04 Oct 2024
Contributed by Lukas
More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42...
339 The 3 Things Accounting Firms Need To NAIL Before Year End
03 Oct 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Financial Cents https://hubs.li/Q02P4F...
338 Accounting Firm Websites Are Dead ☠️ Build This Instead
02 Oct 2024
Contributed by Lukas
If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practi...
337 3 Ways To Make Junior Accounting Staff Higher Output
01 Oct 2024
Contributed by Lukas
Watch the first part of the Service Library series 👉 https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAvSwipe the AI usage policy here 👉 https://...
336 Should Bookkeeping Firms Get Into Tax Work?
30 Sep 2024
Contributed by Lukas
Check out Liveplan here 👉 https://www.liveplan.com 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Acc...
335 Your Firm Picked The Wrong NICHE - Now What?
27 Sep 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.co...
334 Can AI Fix My Client’s Accounting Ledger?
26 Sep 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.co...
333 What’s The Best AI Model for Accounting In 2024?
25 Sep 2024
Contributed by Lukas
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com...
332 Attract Better Clients by issuing a REPORT
24 Sep 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠...
331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow
23 Sep 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠...
330 Questions To Ask EVERY Lead Before Making Them a Client
20 Sep 2024
Contributed by Lukas
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠...
329 Is The New OpenAI Model Any Good at Accounting?
19 Sep 2024
Contributed by Lukas
Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policyAlso made an AI assistant comparison https://ai.rightworks.com...
328 Make THIS Change To How You Manage Your Calendar
18 Sep 2024
Contributed by Lukas
Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.htmlWe explored client relationship managers further in D300 https://youtu.be/_B...
327 This Accounting Firm Just Decided to Niche Down
17 Sep 2024
Contributed by Lukas
🤖 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 a...
326 DOUBLE Your Profitability With A Better Renewal Strategy
16 Sep 2024
Contributed by Lukas
💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠...
325 Why Big Accounting Firms Can Charge Big Prices
13 Sep 2024
Contributed by Lukas
Check out Spark 👉 https://ai.rightworks.com/ 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.h...
324 How To Run A Profitable PAYROLL Practice!
12 Sep 2024
Contributed by Lukas
Find Matthew on social https://www.linkedin.com/in/dmatthewpatrick/Check out his poorly named service for firms https://www.whirks.com/partner-with-wh...
323 Build A Quick AI Coach To Train Yourself & Your Team
11 Sep 2024
Contributed by Lukas
💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠...
322 The Secret to Retaining Talent in Accounting Firms
10 Sep 2024
Contributed by Lukas
💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax....
321 Turning Technical Expertise into Sellable FRAMEWORKS
09 Sep 2024
Contributed by Lukas
Catch this year-old talk from Russell Brunson about FRAMEWORKS here 👉 https://podcasts.apple.com/us/podcast/finding-your-voice-creating-selling-you...
320 AI-Developed Software - A Productivity Unlock for Accountants?
06 Sep 2024
Contributed by Lukas
Riley Brown, a guy on Twitter building software without writing code https://twitter.com/rileybrown_aiKarbon Practice Marketplace https://karbonhq.com...
319 Should Firms Use Mainstream Tech or Accounting Software?
05 Sep 2024
Contributed by Lukas
💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax....
318 9 Things You Know but Need To Be Reminded Of Today
04 Sep 2024
Contributed by Lukas
Accounting Cornerstone https://accountingcornerstone.org/WorkflowCon https://workflowcon.com/ 💰 Today's SponsorsCorvee https://corvee.com/LiveFlow...
317 Accounting Firms: Here’s How to Manage Client Logins
03 Sep 2024
Contributed by Lukas
Relay https://relayfi.com/Mercury https://mercury.com/ 💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://w...
316 Training Tools to Navigate Tricky Client Conversations
02 Sep 2024
Contributed by Lukas
Take a spin with the client battler here 👉 https://chatgpt.com/g/g-JifUt9kTz-client-battler 💰 Today's SponsorsCorvee https://corvee.com/LiveFl...
315 It might be time to turn this podcast off
30 Aug 2024
Contributed by Lukas
💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/TruePrep https://www.trueprep.ai/🫠 ...
314 How Commenting On A Video Led to Launching An Accountant Community
29 Aug 2024
Contributed by Lukas
If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/And the side hustler podcast here h...
313 The Accounting Firm Workflow Hack: Postponement
28 Aug 2024
Contributed by Lukas
💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing h...
312 MEETING TECH for Professional Services in 2024
27 Aug 2024
Contributed by Lukas
💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing t...
311 Should Accounting Firms do MORE or LESS?
26 Aug 2024
Contributed by Lukas
Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209💰 Toda...
310 A Better Client Experience to Drive PROFIT
23 Aug 2024
Contributed by Lukas
💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing t...
309 How To Approach The Sales Process Ft. Brandon Hall
22 Aug 2024
Contributed by Lukas
Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/💰 Today's SponsorsClient Hub https://www.clienthub.app/Live...
308 How Accounting Firm Partnerships Work
21 Aug 2024
Contributed by Lukas
💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub...
307 Tax Pros: What To Know About Working With Bookkeepers
20 Aug 2024
Contributed by Lukas
The TallyFor trial balance app I mentioned https://www.tallyfor.com/Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/...