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In this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also ๐ฅ Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in ๐ Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms.
๐ฅ Hereโs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag๐ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
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// Chapters:
00:00 - 9 Essential Non-Accounting Apps
01:55 - Collaborative Email
04:44 - Soft Phones + SMS
06:25 - Loom for Client Communication
08:55 - Social Media Scheduling
10:19 - Password Management
12:24 - Claude or ChatGPT
14:04 - Slack or Microsoft Teams
17:54 - Meeting Recorders
19:04 - Scheduling Tools
23:28 - ๐ฅ Roast a Firm
24:54 - Why Specific Niches Work
25:43 - Building a Side Website
26:09 - Website Messaging
28:38 - Capturing Visitor Emails
30:23 - Adding Social Proof
30:48 - Rethinking Website Pricing
36:28 - Selling the Opportunity
38:43 - ๐ Accountant Support
38:58 - Cutting Lower-Paying Clients
40:08 - How Many Clients to Cut
44:02 - QuickBooks + Claude Outside the US
48:12 - PC vs. Mac for AI
50:32 - Trial Balance Software
51:02 - Accounting Software Mount Rushmore
53:02 - 10-Key ATB vs. Tallyfor
54:47 - Is Software Too Expensive?
57:02 - Should AI Replace CCH?
01:00:22 - Starting an Accounting Firm
01:05:26 - Realize
๐ฃ๏ธ Continue the discussion on social!
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