🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 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
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
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 share five ways to turn an underperforming accounting firm website into a lead-generating machine, break down a firm for sale with 6,000 clients and an 84% margin, and introduce the 👿 Mean Bag, where we read some of the internet’s harshest comments about me. Then I tackle your Mailbag questions on firm acquisitions, IT hardware, must-have apps, AI coaching, and delegating client onboarding. Plus, we explore why offshore staffing isn’t always the answer to scaling your firm.
// Chapters:
01:07 My Website Sucks!
20:25 This 6,000 Client Firm Runs an 84% Margin
30:19 Mean Bag
39:40 These Accountants Are Looking For Work
41:14 Does A Firms Purchase Price Include Client-Paid Software?
42:14 IT Hardware for Firms?
46:17 Desert Island Apps
48:26 AI Coaching From Peers
50:10 The Dark Side of Offshore
54:09 The Profession’s Least Spooky Apps
📌 Here’s that tax mill we discussed https://us.businessesforsale.com/us/premier-southern-california-tax-and-accounting-platform.aspx
📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com
💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
Kick: https://www.kick.co/
Stanford Tax: https://stanfordtax.com/
MakersHub: https://makershub.com/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Realize: https://www.rlz.io/
🗣️ Continue the discussion on social!
X https://x.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa