Afleveringen
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Hereโs that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/jasononfirms
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Hereโs that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Mercury https://mercury.com/jasononfirmsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Zijn er afleveringen die ontbreken?
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Hereโs the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Learn more about Rightworksโ new community here! https://www.rightworkscommunity.com/
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Hereโs a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Hereโs the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
FinDaily https://findaily.io/
Client Hub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Hereโs the original vid on the main channel https://youtu.be/4A9QpH9LpIM
And the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
ClientHub https://www.clienthub.app/
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
ClientHub https://www.clienthub.app/๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing
Let me know what else I should build some prompt templates for ๐
๐พ Software
Loom https://loom.com/
Descript https://descript.com/๐ฅ Hardware
Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2
Neewer Light Stand https://www.amazon.com/Stainless-Cushioned-Photography-Universal-Monolight/dp/B0B5G9F23T?sr=8-4
Amaran entry-level light https://amarancreators.com/products/amaran-cob-60d-s
Amaran entry-level modifier https://amarancreators.com/products/amaran-octa-dome-60๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
ClientHub https://www.clienthub.app/
๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
MakersHub https://makershub.ai/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Learn more about NotebookLM here https://notebooklm.google/
Hereโs the first prompt I used:
You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.And the second prompt I used:
You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
My full list of accounting firm app recommendations ๐พ https://jasononline.link/5d0fbe
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/ -
Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
๐ My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk๐ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
๐ค Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G๐ฐ Today's Sponsors
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/๐ฃ๏ธ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/ - Laat meer zien
