Accounting Firm Coach: Office Hours

🚀 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% Margin30:19 Mean Bag39:40 These Accountants Are Looking For Work41:14 Does A Firms Purchase Price Include Client-Paid Software?42:14 IT Hardware for Firms?46:17 Desert Island Apps48:26 AI Coaching From Peers50:10 The Dark Side of Offshore54:09 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! [email protected]💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonKick: 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-notesRealize: https://www.rlz.io/🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 break down Perplexity’s local AI capabilities and whether accounting firms should trust AI running entirely on their computers. Then I share Halloween costume ideas for accountants, explore whether it’s time to start cloning accounting software with AI, and explain why space accounting could be a massive niche opportunity. In 📬 Mailbag, I cover how to charge for midyear bookkeeping catch-up, building an email list that actually converts, developing future firm leaders, choosing between Intuit Link and other tax workflow tools, and whether buying leads is worth it.// Chapters:01:35 - The All-In-One Local AI!13:34 - 11 Halloween Costumes for Accountants19:04 - Time To Start Cloning Accounting Apps?29:23 - $21B Went Into This Niche In Q3 Alone!34:43 - How To Charge For Catch-Up?38:43 - Worth Building an Email List?44:08 - How To Develop Leaders47:47 - Is Intuit Link Good Enough?50:47 - Worth Buying Leads?53:27 - Because We Love Them!📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! [email protected]💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/Tax Bandits: https://www.taxbandits.com/Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 talk about whether independently owned convenience stores make a profitable accounting niche, share how one firm built a specialized practice serving disaster restoration companies, and tackle the growing frustration of clients using AI to challenge their accountants and attorneys. Plus, in 🤖 You Need This Tech, I share a battery management solution every parent needs, highlight accounting professionals looking for their next opportunity, and answer 📬 Mailbag questions about marketing bookkeeping services, finding and retaining talent, and whether free QuickBooks alternatives are worth considering.// Chapters:02:15 - Convenience Store Niche?15:39 - This Firm Built A Disaster Restoration Niche19:49 - Normies Vent About AI Being Better Than Professionals32:18 - You Need This Battery Tech!37:43 - Folks You Should Hire39:33 - How to Market Bookkeeping Without Calling It Bookkeeping43:28 - Finding and Retaining Talent?48:37 - Free QuickBooks Alternative?54:27 - We Love Them📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! [email protected]📌 A link to Nikole Mackenzie’s niche story https://www.linkedin.com/pulse/messy-middle-what-one-tells-you-niching-nikole-mackenzie-qvcoe/🔋 Here’s that battery charger you need https://www.amazon.com/dp/B0DSL7VZBP?lv=shuf&channelId=500&plpRedirect=mhFallback💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonKick: 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-notesTaxBandits: https://www.taxbandits.com/🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 break down the three biggest priorities accounting firm owners need to tackle before year-end, including tech transitions, hiring, client renewals, and getting ahead of January production. Then, in 🏹 Firm Hunters, we look at a $1.4 million accounting firm with an unbelievable 87% of revenue going to the owner. I also introduce a new segment called 👿 Mean Bag to tackle whether AI is about to get dramatically more expensive, rethink the all-in-one versus best-of-breed software debate in 🤓 Nerd Corner, and answer 📬 Mailbag questions about accounting ledgers, getting clients to sign proposals, AI agents, and keeping client data secure.// Chapters:01:32 - Do This By November 111:06 - Do This By December 120:44 - Do This By January 122:49 - This $1.4M/yr Firm Is Running An 87% Margin!?28:38 - Is AI About To Get Expensive?34:03 - Is All-in-One A Mirage?42:38 - Double vs New AI Ledgers45:38 - Simplify That Proposal!47:28 - Create An AI Agent User?49:12 - Claude MAX Plan Made Secure?52:07 - Lester Returns📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! [email protected]📌 Here’s that $1.4M/yr firm https://privatepracticetransitions.com/business-listing/1265-established-cas-practice-with-strong-growth/💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/Realize: https://www.rlz.io/Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 explore how to build a niche accounting firm by tapping into industry-specific communities and partnerships. In 🤓 Nerd Corner, I cover eight major tech updates from Canopy, Financial Cents, Digits, Karbon, Gusto, Double, Kik, and RightTool. Then, in the 📬 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 YOU15:14 - 8 Tech Updates29:19 - Push This Work to Admins33:44 - Construction Accounting Software?36:09 - Microsoft AI Use-Cases37:59 - Don’t Buy This Tax Workflow Software42:54 - Lead Tracking App44:53 - Transitioning A Firm To Remote Work51:31 - We Love Them📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! [email protected]💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonTaxBandits: https://www.taxbandits.com/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-notesRealize: https://www.rlz.io/🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa