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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 explore how to build a niche accounting firm by tapping into industry-specific communities and partnerships. In π€ Nerd Corner, I cover eight major tech updates from Canopy, Financial Cents, Digits, Karbon, Gusto, Double, Kik, and RightTool. Then, in the π¬ Mailbag, I tackle delegating more work to admins, construction accounting software, Microsoft Copilot, tax workflow tools, lead tracking, and building a remote accounting firm.
// Chapters:
00:00 - These Industries Need YOU
15:14 - 8 Tech Updates
29:19 - Push This Work to Admins
33:44 - Construction Accounting Software?
36:09 - Microsoft AI Use-Cases
37:59 - Donβt Buy This Tax Workflow Software
42:54 - Lead Tracking App
44:53 - Transitioning A Firm To Remote Work
51:31 - We Love Them
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