π Get smarter faster by learning with other firm owners: https://www.rlz.io/
π© Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
π Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. Iβm Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down the AI settings every accounting firm should understand, including four levels of security for Claude and ChatGPT. Then we look at a $1.2 million book of business for sale, the biggest accounting app updates from the last three weeks, and some not-so-nice internet comments in πΏ Mean Bag. Finally, I answer your π¬ Mailbag questions about delivering premium service at budget prices, knowing when to walk away from a firm that refuses to change, and deciding which accounting communities are actually worth your time.
// Chapters:
00:00 Every AI Setting, Mapped
28:17 How to sell the part of your firm you donβt like π
36:47 3 Weeks of App Updates
41:14 New Agentic Close from QuickBooks
49:39 Watch people say unkind things to Jason
57:16 Selling Gold Service at Bronze Pricing
1:02:00 TOO much loyalty?
1:06:04 Are networking groups worth it?
1:07:59 Because We Love Them
π€ Grab that AI settings resource here! https://accountingfirmcoach.com/ai-security/
π Hereβs that accounting firm we talked about https://accountingpracticeexchange.com/Sales/VIRTUAL/5569
π Leave me a voicemail at +1 (516) 980-4968!
π§ Email me! jason@jasononfirms.com
π° Today's Sponsors
Canopy: https://www.getcanopy.com/jason
Realize: https://www.rlz.io/
Stanford Tax: https://stanfordtax.com/
Kick: https://www.kick.co/
Tax Bandits: https://www.taxbandits.com/
Gusto: https://gusto.com/
π£οΈ Continue the discussion on social!
X https://x.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa