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Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down whether you can build a bookkeeping firm without QuickBooks or Xero, and why specializing around a painful industry-specific accounting system may be a much bigger opportunity than simply choosing a newer ledger. I also look at Meta’s upcoming VR glasses, debate separating technical production from client relationship management, dissect a supposedly self-sufficient $1.2 million accounting firm for sale, empty out September’s Swear Jar, and answer Mailbag questions about sponsorships, advisory positioning, buying versus building a firm, AI-powered email management, and tax research tools.
📌 Here’s that firm we talked about https://poegroupadvisors.com/practice/va2036/
// Chapters:
01:54 - Building a Bookkeeping Firm Without QuickBooks or Xero
11:20 - The Industry Ledger Opportunity
17:05 - Meta VR Glasses: Goodbye, Monitors?
23:25 - Technical Hire or Relationship Manager?
26:49 - Planning for When Someone Leaves
31:58 - A CPA Firm Run in 30 Owner Hours a Year
33:46 - What You're Really Buying
38:05 - The September Swear Jar
42:41 - How Sponsors Work at Accounting Firm Coach
45:01 - What's Wrong With the Word "Advisor"
48:07 - Buy a Firm or Grow Organically?
50:55 - Admin vs AI for Email Management
57:00 - CoCounsel vs. Claude, ChatGPT or Blue J
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