Jason Daily
By Jason Staats
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Category: Entrepreneurship
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Episodes: 241
Description
Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.
| Episode | Date |
|---|---|
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241 What OpenAI’s New GPT-4o Means for Accountants
|
May 15, 2024 |
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240 They Pivoted to vCFO - Here’s How It’s Going
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May 14, 2024 |
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239 How Your Online Network Leads to More Profitable Work
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May 13, 2024 |
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238 The RIGHT Way To Build An SOP In An Accounting Firm
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May 10, 2024 |
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237 How To Get Down to 40 Hours Per Week!
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May 09, 2024 |
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236 BASIC Email Marketing for Accounting Firms
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May 08, 2024 |
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235 17 Apps Your Firm Might Just Fall In Love With
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May 07, 2024 |
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234 Shortcuts That Will Transform Your Firm
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May 06, 2024 |
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233 Answering Your Questions About Fully Scheduled Work!
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May 03, 2024 |
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232 Transitioning Your Firm to Scheduled Work
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May 02, 2024 |
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231 Building A Fully Scheduled Accounting Firm
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May 01, 2024 |
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230 How Firms Are Moving To Fully-Scheduled Work - Part 2
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Apr 30, 2024 |
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229 How Firms Are Moving To Fully-Scheduled Work - Part 1
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Apr 29, 2024 |
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228 Should Accounting Firms Let Clients TEXT Them!?
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Apr 26, 2024 |
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227 How AI Is About To Make Accounting Quality Assurance Easier
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Apr 25, 2024 |
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226 Standardized Response Times in Accounting Firms
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Apr 24, 2024 |
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225 Rethinking Delegation in Accounting Firms
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Apr 23, 2024 |
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224 This Might Be The MOST Profitable Accounting Firm Service
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Apr 22, 2024 |
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223 Quick Question! How Should I Manage Quick Questions?
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Apr 19, 2024 |
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222 9 More Reasons to Attend Accounting Firm Conferences
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Apr 18, 2024 |
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221 How To Build The First 1 Person $10M Accounting Firm
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Apr 17, 2024 |
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220 Turning Client Problems into Profitable Services
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Apr 16, 2024 |
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219 How To Ensure It Goes Better Next Year
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Apr 15, 2024 |
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218 The Client Who No Longer Appreciates You 🥺
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Apr 12, 2024 |
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217 24 Tips to Run A Firm While Maintaining Your Health
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Apr 11, 2024 |
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216 9 Ways To De-Skill Roles in your Accounting Firm
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Apr 10, 2024 |
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215 Use SCARCITY To Make Your Firm More Profitable
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Apr 09, 2024 |
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214 SAAS Spend Reporting for your Accounting Clients
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Apr 08, 2024 |
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213 Can You Delegate Client Comms in an Accounting Firm?
|
Apr 05, 2024 |
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212 This AI Assistant is a PASSIVE REVENUE Opportunity for Firms
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Apr 04, 2024 |
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211 If You Only Knew... 11 Secrets About Being an Accountant
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Apr 03, 2024 |
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210 AI Just Made Accounting Firm Marketing More Accessible
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Apr 02, 2024 |
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209 How To Develop Grit in an Accounting Firm
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Apr 01, 2024 |
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208 How To Rip Off Bandaids in your Firm
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Mar 29, 2024 |
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207 Writing A Book To Build Your Accounting Firm
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Mar 28, 2024 |
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206 What To Do When Clients Want a Status Update 🫠
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Mar 26, 2024 |
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205 A Guide to Google Reviews for Accounting Firms 🫠
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Mar 25, 2024 |
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204 Should Accounting Firms Onboard with a Health Check?
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Mar 22, 2024 |
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203 Managing Imposter Syndrome as an Accountant
|
Mar 20, 2024 |
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202 Build This Accounting Niche: Summer Camps
|
Mar 19, 2024 |
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201 Science-Backed Methods to Manage Stress in Periods of Overwork
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Mar 18, 2024 |
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200 How Much Money Should Firms Make Per Client?
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Mar 15, 2024 |
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199 How A Cold DM Can Change An Accounting Firm
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Mar 13, 2024 |
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198 Let’s Build An Accounting Firm From Scratch!
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Mar 12, 2024 |
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197 16 Tips To Help Accountants Look Their Best on Video
|
Mar 11, 2024 |
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196 Remote Work Stipends for Accounting Firms?
|
Mar 08, 2024 |
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195 Lighting & Furniture for Accounting Firms
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Mar 07, 2024 |
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194 Computer Peripherals for your Accounting Firm
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Mar 06, 2024 |
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193 The Right Computers & Monitors for your Accounting Firm
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Mar 05, 2024 |
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192 Accountants: Let's Improve That Desk Setup
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Mar 04, 2024 |
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191 Developing New Skills As An Accountant
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Mar 01, 2024 |
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190 11 Ideas for Accounting Firm Newsletters
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Feb 28, 2024 |
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189 Social Media - Post As Yourself or As Your Firm?
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Feb 27, 2024 |
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188 The Skills Needed To Develop An Accounting Firm
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Feb 26, 2024 |
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187 Why The World Needs More Accounting Influencers 🫠
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Feb 23, 2024 |
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186 Why Regulatory Change Is An Opportunity for Accounting Firms
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Feb 21, 2024 |
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185 How AI Agents Will Transform The Accounting Profession (this year)
|
Feb 19, 2024 |
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184 What To Do When Apps Share Common Features
|
Feb 16, 2024 |
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183 Let's Specialize Your Accounting Firm
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Feb 14, 2024 |
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182 Delivering Monthly Financials with an AI Assistant
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Feb 12, 2024 |
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181 Roasting Your Accounting Firm Social Media Accounts
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Feb 09, 2024 |
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180 9 Ways To Increase Capacity In Your Accounting Firm
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Feb 07, 2024 |
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179 A 12 Month Transition To Working ON Your Firm
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Feb 05, 2024 |
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178 Should Accountants Work Their @$$ Off in Their Twenties?
|
Feb 02, 2024 |
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177 Selling Banking & Capital Services in an Accounting Firm
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Jan 31, 2024 |
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176 7 Inconvenient Truths for Accounting Firms
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Jan 29, 2024 |
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175 Managing Key Person Risk in Accounting Firms
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Jan 26, 2024 |
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174 Slow Vs Fast Marketing in Accounting Firms
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Jan 24, 2024 |
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173 4 Questions Accounting Leaders Should Ask Themselves
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Jan 21, 2024 |
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172 Should Accounting Firms Sell Courses?
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Jan 19, 2024 |
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171 Ongoing Services Are Costing Your Firm Profit
|
Jan 18, 2024 |
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170 Shut Up And Make Something!
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Jan 16, 2024 |
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169 Managing Knowledge In An Accounting Firm
|
Jan 12, 2024 |
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168 My 2024 AI Predictions for the Accounting Profession
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Jan 10, 2024 |
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167 Designing An Accounting Firm Around Client Needs
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Jan 08, 2024 |
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166 Launch A New Accounting Firm Or Stay Put
|
Jan 05, 2024 |
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165 A Guide To Renewals in Accounting Firms
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Jan 03, 2024 |
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164 Santa's Top Tips for Accounting Firms
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Jan 01, 2024 |
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163 Should Accounting Firms Offer Discounts?
|
Dec 15, 2023 |
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162 Don't Watch This One It's About Timesheets
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Dec 14, 2023 |
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161 Leaning into Entrepreneurship as an Accountant
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Dec 13, 2023 |
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160 The 9 Ways to Prep Your Accounting Firm for 2024
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Dec 12, 2023 |
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159 The 61 Best New Things for Accounting Firms in 2023
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Dec 11, 2023 |
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158 How to Network When You're A Shy Accountant
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Dec 08, 2023 |
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157 Why Every Accounting Firm Needs a COO
|
Dec 07, 2023 |
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156 How to Brand An Accounting Firm in 2024
|
Dec 06, 2023 |
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155 Put Your Accounting Firm Marketing on Autopilot
|
Dec 05, 2023 |
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154 The Self-Destructing Accountant
|
Dec 04, 2023 |
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153 What If You Never Fired Another Accounting Client?
|
Dec 01, 2023 |
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152 BETTER Change Management in Accounting Firms
|
Nov 30, 2023 |
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151 5 Lessons from Ryan Reynolds for Accounting Firms
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Nov 29, 2023 |
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150 Using Admins for Technical Reviews in Accounting Firms
|
Nov 28, 2023 |
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149 Accountants: Here’s How To Find Your Perfect Client
|
Nov 27, 2023 |
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148 The State of Accounting AI
|
Nov 22, 2023 |
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147 Why Accountants Should Educate Accountants
|
Nov 21, 2023 |
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146 Making Hard Choices in an Accounting Firm
|
Nov 20, 2023 |
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145 The Wrong Way To Run An Accounting Practice in 2023
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Nov 17, 2023 |
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144 The Story of an Improv Accountant
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Nov 16, 2023 |
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143 The 6 Risks Of Niching Your Accounting Firm
|
Nov 14, 2023 |
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142 Why Your Accounting Firm Needs A Preaccounting Process
|
Nov 13, 2023 |
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141 How To Get Clients To Stop Calling Your Accounting Firm
|
Nov 10, 2023 |
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140 Does A Big Twitter Following Help Your Accounting Firm?
|
Nov 09, 2023 |
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139 What OpenAI's Latest Announcements mean for Accountants
|
Nov 08, 2023 |
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138 The First Step to Systematize Your Accounting Firm
|
Nov 07, 2023 |
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137 The Best Change You Can Make to your Accounting Firm Website
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Nov 06, 2023 |
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136 Using Internal AI Chatbots in Accounting Firms
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Nov 03, 2023 |
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135 Working ON THE BUSINESS in an Accounting Firm
|
Nov 02, 2023 |
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134 The Legacy of an Accounting Firm
|
Nov 01, 2023 |
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133 Develop An AI Usage Policy in your Accounting Firm
|
Oct 30, 2023 |
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132 Follow Your Dreams or Run An Accounting Firm?
|
Oct 27, 2023 |
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131 Should Accounting Firms Invest in YouTube?
|
Oct 26, 2023 |
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130 A Better Way To Select Your Accounting Firm Software
|
Oct 25, 2023 |
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129 Challenge Assumptions to Build A Better Accounting Firm
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Oct 23, 2023 |
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128 What Do Accounting Firms Need from a CRM?
|
Oct 20, 2023 |
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127 10 Tips for Accounting Firms Selling Bill Pay
|
Oct 19, 2023 |
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126 Documenting Client Communications in Accounting Firms
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Oct 18, 2023 |
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125 Create A Podcast in your Accounting Firm From Scratch
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Oct 16, 2023 |
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124 Could Accountants Unionize Against AI?
|
Oct 13, 2023 |
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123 Managing Org Charts in Accounting Firms
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Oct 12, 2023 |
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122 Delegation Opportunities in Accounting Firms
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Oct 11, 2023 |
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121 Defining The Online Identity of your Accounting Firm
|
Oct 10, 2023 |
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120 This Week in Public Accounting News 10/09/23
|
Oct 09, 2023 |
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119 How Success Becomes A Blocker to Personal Growth
|
Oct 06, 2023 |
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118 The Future of Accounting Firm Conferences
|
Oct 05, 2023 |
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117 When To Switch Software in your Accounting Firm
|
Oct 04, 2023 |
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116 The Impact of AI On Offshore & Entry Level Accountants
|
Oct 03, 2023 |
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115 How To Double The Prices in your Accounting Firm
|
Oct 02, 2023 |
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114 A Big ChatGPT Update for Accountants
|
Sep 29, 2023 |
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113 Windows Copilot is Here 🎉 What It Means For Accountants
|
Sep 27, 2023 |
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112 11 Fall Marketing Ideas for your Accounting Firm
|
Sep 25, 2023 |
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111 When To Increase Prices in an Accounting Firm
|
Sep 22, 2023 |
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110 Building A Micro Niche Accounting Firm
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Sep 20, 2023 |
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109 8 Things Accounting Firms Should Stop Doing
|
Sep 18, 2023 |
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108 How To Sell A Digital Product in your Accounting Firm
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Sep 15, 2023 |
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107 How Accountants Can Live In Harmony With Intuit in 2023
|
Sep 13, 2023 |
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106 The Wrong Way To Set Goals in Accounting Firms
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Sep 11, 2023 |
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105 Intuit's New QuickBooks AI Assistant 🤯
|
Sep 08, 2023 |
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104 How Accountants Should Lean Into Client Feedback
|
Sep 07, 2023 |
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103 AI Chat As A Competitive Advantage for Accountants
|
Sep 06, 2023 |
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102 Why Accountants Shouldn't Paywall Their Content
|
Sep 04, 2023 |
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101 Why Trust Will Drive Pricing In Your Accounting Firm
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Sep 01, 2023 |
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100 Will This AI Tech Disrupt Accounting?
|
Aug 31, 2023 |
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099 Creating Dashboards for your Accounting Clients?
|
Aug 30, 2023 |
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098 4 Billing Traps for Accounting Firms
|
Aug 29, 2023 |
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097 How To Steal The Best Ideas For Your Accounting Firm
|
Aug 25, 2023 |
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096 AI Is About To Improve Email For Accountants
|
Aug 22, 2023 |
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095 The 6 Core Attributes of Successful Accounting Firms
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Aug 21, 2023 |
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094 Should Accountants Help Clients With Operations Software?
|
Aug 18, 2023 |
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093 Prioritization In Your Accounting Firm
|
Aug 16, 2023 |
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092 Top Trends In Small Accounting Firms (2023)
|
Aug 15, 2023 |
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091 Your Accounting Firm Meetings On AI
|
Aug 11, 2023 |
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090 Should Your Accounting Firm Start A Podcast?
|
Aug 09, 2023 |
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089 What I Needed To Hear As A 25 Year Old Accountant
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Aug 08, 2023 |
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088 Exploring The Role Of Ego In Accounting Firm Running
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Aug 07, 2023 |
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087 How To Get People To Promote Your Accounting Firm
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Aug 04, 2023 |
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086 Handing Your Accounting Firm Over to your Staff
|
Aug 03, 2023 |
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085 Should Accountants Ask Clients For Referrals?
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Aug 02, 2023 |
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084 How To Get Paid for Discovery Work in Accounting Firms
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Aug 01, 2023 |
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083 Why Your Accounting Firm Should Publish A Book
|
Jul 31, 2023 |
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082 How Many Years Experience Do You Need To Launch An Accounting Firm?
|
Jul 28, 2023 |
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081 Finding BETTER Clients For Your Accounting Firm
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Jul 26, 2023 |
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080 How To Get Your Accounting Clients To Pay More
|
Jul 25, 2023 |
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079 Tips To Build An Accounting Firm Around A Niche
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Jul 21, 2023 |
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078 How To Build Your Accounting Firm Tech Stack
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Jul 19, 2023 |
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077 How AI Personal Assistants Impact The Accounting Profession
|
Jul 17, 2023 |
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076 2023 New Tech For Accountants Roundup - Part 2
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Jul 14, 2023 |
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075 2023 New Tech For Accountants Roundup - Part 1
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Jul 13, 2023 |
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074 Where Should Accountants Start With Content Creation?
|
Jul 12, 2023 |
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073 Using AI To Build Your Accounting Firm Niche
|
Jul 11, 2023 |
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072 How Accounting Firms Sell App Advisory
|
Jul 10, 2023 |
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071 How To Take A Break From Your Accounting Firm
|
Jul 07, 2023 |
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070 Should Accounting Firms Send Generic Engagement Letters?
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Jul 06, 2023 |
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069 How Accounting Firms Collaborate With Other Firms
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Jul 05, 2023 |
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068 What’s A Modern Accounting Firm In 2023?
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Jul 03, 2023 |
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067 Should Accountants Put Themselves Or Their Clients First?
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Jun 30, 2023 |
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066 Someone Just Bolted ChatGPT To An Accounting Ledger
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Jun 27, 2023 |
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065 A Better Way To Fire Clients In Your Accounting Firm
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Jun 26, 2023 |
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064 Make This Quality Of Life Improvement In Your Accounting Firm
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Jun 23, 2023 |
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063 Build An Accounting Firm Around What You Love
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Jun 22, 2023 |
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062 Should We Wait For AI To Buy New Software?
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Jun 21, 2023 |
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061 When To Start Your Own Accounting Firm
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Jun 20, 2023 |
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060 How To Become The Luckiest Accountant
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Jun 19, 2023 |
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059 What If AI Does Automate Bookkeeping?
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Jun 16, 2023 |
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058 The Case For Recording Your Meetings
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Jun 15, 2023 |
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057 How To Pick Your Accounting Firm Practice Management System
|
Jun 14, 2023 |
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056 Is It Too Early For Accounting Firms To Jump On ChatGPT?
|
Jun 13, 2023 |
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055 Accountants Selling Software To Accountants
|
Jun 12, 2023 |
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054 The Path To Fully Automated Bookkeeping
|
Jun 09, 2023 |
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053 Should Accounting Firms Run New Hire Trial Days?
|
Jun 08, 2023 |
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052 What Will Accounting Grads Do Post AI?
|
Jun 07, 2023 |
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051 Change Management in Accounting Firms
|
Jun 06, 2023 |
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050 Should You Speak At An Accounting Conference?
|
Jun 05, 2023 |
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049 What We’ll Do After AI Automates Accounting
|
Jun 02, 2023 |
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048 Delivering Financials & Tax Returns Over Video
|
Jun 01, 2023 |
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047 How To Build An Accounting Firm To Sell
|
May 31, 2023 |
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046 Loyalty in Accounting Firms
|
May 30, 2023 |
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045 People Unfit To Run Accounting Firms
|
May 29, 2023 |
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044 PTO In Accounting Firms
|
May 26, 2023 |
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043 AI Aced Every Accounting Certification
|
May 25, 2023 |
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042 How Much Money Should A First Year Accounting Firm Make?
|
May 24, 2023 |
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041 Getting Your Accounting Firm Off Timesheets
|
May 23, 2023 |
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040 Do Accounting Firms Need Reporting Apps?
|
May 22, 2023 |
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039 ChatGPT Plugins For Accountants
|
May 19, 2023 |
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038 Let’s Talk About Accounting Firm Websites
|
May 18, 2023 |
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037 The Impact of AI on Remote Accounting Work
|
May 17, 2023 |
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036 This Is Why Your Email Sucks
|
May 16, 2023 |
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035 How Will People Find My Firm When SEO Is Dead?
|
May 15, 2023 |
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034 Can AI Pass the CPA Exam?
|
May 12, 2023 |
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033 Another Week - Another Great AI Announcement for Accountants
|
May 11, 2023 |
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032 What Does Post-AI Accounting Look Like?
|
May 10, 2023 |
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031 Optimizing An Accounting Firm For Fun
|
May 09, 2023 |
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030 Design The Robot Assistant OF YOUR DREAMS
|
May 08, 2023 |
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029 The Deepfake Accountant
|
May 05, 2023 |
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028 Discussing Karbon's New AI Launch
|
May 04, 2023 |
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027 Life AFTER Running A Firm
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May 03, 2023 |
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026 New Revenue Streams for Accounting Firms
|
May 02, 2023 |
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025 The Secret Tech Behind The AI Movement
|
May 01, 2023 |
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024 Hiring That Works For You
|
Apr 28, 2023 |
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023 The Best Personal Growth Hack For Firm-Runners
|
Apr 27, 2023 |
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022 Big Four Thoughts And More!
|
Apr 26, 2023 |
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021 AI-Generated Emails for Accountants Have Arrived
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Apr 25, 2023 |
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020 Put THIS AI To Work Today
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Apr 24, 2023 |
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019 My Clients Think AI Will Do My Job
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Apr 21, 2023 |
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018 What You’re Most Excited To Change
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Apr 20, 2023 |
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017 How I Turn Off Work Brain
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Apr 19, 2023 |
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016 Software Change Management In The Age of AI
|
Apr 18, 2023 |
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015 I Already Sent That To You
|
Apr 17, 2023 |
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014 Should Your Firm Be Creating Content?
|
Apr 14, 2023 |
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013 Should Projects Start With Incomplete Info?
|
Apr 13, 2023 |
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012 When’s The Right Time To Launch A Firm?
|
Apr 12, 2023 |
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011 This Is Your Practice Management System on AI
|
Apr 11, 2023 |
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010 Happy Growth and How It's Different
|
Apr 10, 2023 |
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009 Open Sourcing The Accounting Profession
|
Apr 07, 2023 |
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008 AI Security Do's & Don'ts
|
Apr 06, 2023 |
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007 How To Manage Capacity
|
Apr 05, 2023 |
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006 Should You Deliver Projects Early?
|
Apr 04, 2023 |
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005 I Left My Firm!
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Apr 03, 2023 |
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004 Client Wants Vs Needs
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Mar 31, 2023 |
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003 OCR Just Got Better
|
Mar 30, 2023 |
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002 How Much Should I Charge?
|
Mar 29, 2023 |
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001 Who Are You Working For?
|
Mar 29, 2023 |