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Run a Big Accounting Firm? You Need THIS

6:38

Awarding the best accounting memes of 2024 so far

7:21

Another 8 Apps For Your Accounting Firm (2024)

24:49

This App Makes Selling Tax Advisory Work Easy

8:15

Swipe This AI Usage Policy for Accounting Firms 👆

8:39

The Most Flexible App to Gather Info From Clients

15:01

9 Live Events in 2024 for ACCOUNTANTS 😲🤓

📃 Keep up-to-date on the latest tech & events for accountants on my weekly newsletter www.newsletter.jason.cpa/
💰 (Sponsor) Get on top of that IT with the help of Tech Guru! www.techguruit.com/
🗓️ Events from this vid:
Intuit Connect - Las Vegas, NV - www.intuit.com/intuitconnect/
Digital CPA - Denver, CO - www.cpa.com/digital-cpa
Digital Accountancy Show - London, UK - www.digitalaccountancy.com/
Accounting Cornerstone Foundation accountingcornerstone.org/
AI Unchained - Santa Rosa, CA - www.botkeeper.com/2024-ai-unchained
Reframe - Hollywood, FL - www.reframe2024.com/
WorkflowCon - Online - workflowcon.com/
PASBA Fall Conference - Oklahoma City, OK - myemail-api.constantcontact.com/2024-PASBA-Fall-Conference---Registration-Now-Open-.html?soid=1011197830234&aid=PBt3HnI60ZQ
Pronto Tax School Knowledge Share Extravaganza - Long Beach, CA - go.prontotaxschool.com/third-knowledge-share-extravaganza
Rocky Mountain Area Conference - Denver, CO - accountingconference.org/
Collective Fall Get Together - The Woodlands, TX - collective.cpa/
👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/
🫠 Stuck in a legacy firm? Over 100 progressive small firms are looking for accountants like you on my hiring platform: jason.careers/
💗 My accountant community: rlz.io/

มุมมอง: 461

วีดีโอ

Run a Big Accounting Firm? You Need THIS

6:38

Run a Big Accounting Firm? You Need THIS

มุมมอง 1.4K12 ชั่วโมงที่ผ่านมา

📃 Get the best accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💰 (Sponsor) Modernize your big firm tech stack with Karbon karbonhq.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/

Awarding the best accounting memes of 2024 so far

7:21

Awarding the best accounting memes of 2024 so far

มุมมอง 64819 ชั่วโมงที่ผ่านมา

The full meme review playlist: th-cam.com/play/PLQ0JzjyBH4po-UwlKvD4E7ydCPSGj38U7.html&si=wJPUH9QIx0GhPvtJ 👂 Get fresh ideas beamed into your brain every morning (actual helpful things) on my podcast jasondaily.transistor.fm/ 📃 Get the best new accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 🫠 Stuck in a legacy firm? Over 100 progressive small firms are looki...

Another 8 Apps For Your Accounting Firm (2024)

24:49

Another 8 Apps For Your Accounting Firm (2024)

มุมมอง 3.7K14 วันที่ผ่านมา

👀 Check out the full playlist of pitch videos here th-cam.com/play/PLQ0JzjyBH4ppP7Dbtg0WGi7SB-4qWR8MW.html&si=m9IPtWtRkem5tHFF 💰 (Sponsor) Use AI to run a hyper-profitable accountants payable service with MakersHub makershub.ai/ 🛠️ Tools from this vid: Mercury mercury.com/ QuickFee quickfee.com/ Renew Group www.renewgroup.com/ Spark ai.rightworks.com/ Kitchen Table Automations kta.ai/ Big 4 Tra...

This App Makes Selling Tax Advisory Work Easy

8:15

This App Makes Selling Tax Advisory Work Easy

มุมมอง 2.6K14 วันที่ผ่านมา

📃 Get the best accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💰 (Sponsor) Kick that year-end tax planning into gear with Corvee corvee.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/

Swipe This AI Usage Policy for Accounting Firms 👆

8:39

Swipe This AI Usage Policy for Accounting Firms 👆

มุมมอง 95021 วันที่ผ่านมา

Grab the usage policy template here ai.rightworks.com/policy And the AI assistant comparison here ai.rightworks.com/resources/product-comparison 📃 Sub to weekly updates on all sorts of AI accounting tech in my weekly newsletter www.newsletter.jason.cpa/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 🫠 Stuck in a legacy firm? Over 100 progressive s...

The Most Flexible App to Gather Info From Clients

15:01

The Most Flexible App to Gather Info From Clients

มุมมอง 2.4K21 วันที่ผ่านมา

📃 Get the best accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💰 (Sponsor) Check out Content Snare for a more professional approach to requesting: contentsnare.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/

8 More Apps For Your Accounting Firm (Fall 2024)

20:19

8 More Apps For Your Accounting Firm (Fall 2024)

มุมมอง 2K28 วันที่ผ่านมา

👀 Check out the full playlist of pitch videos here th-cam.com/play/PLQ0JzjyBH4ppP7Dbtg0WGi7SB-4qWR8MW.html&si=m9IPtWtRkem5tHFF 💰 (Sponsor) Make your tax planning work 2x as profitable this year with CORVEE corvee.com/ 🛠️ Tools from this vid: Aider www.aider.ai/ SafeSend safesend.com/ RoyalWise royalwise.com/ Laurel laurel.ai/ DocuClipper www.docuclipper.com/ AutomationTown automationtown.io/ Sp...

How To Build Your Accounting Firm Procedures

11:22

How To Build Your Accounting Firm Procedures

มุมมอง 3.7Kหลายเดือนก่อน

📄 Here's that meeting agenda: docs.google.com/document/d/1usWiWmcJQVCsqVEuk_AmHdjdM5XUx7O5G8MlfICCssI/edit?usp=sharing 💰 (Sponsor) Generate massive workbooks of QBO data with the click of a button bit.ly/41cHhpc 🛠️ Tools from this vid: Loom www.loom.com/ Scribe scribehow.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 📃 Get the best new accoun...

I Tried the Ramp Card with my Accounting Clients

8:00

I Tried the Ramp Card with my Accounting Clients

มุมมอง 3.2Kหลายเดือนก่อน

📃 Get the best new accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💰 (Sponsor) For a limited time get a free pair of Airpod Pros when you sign up your firm via this link 🎉 ramp.com/jason 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/

Steal THIS To Build A Better Accounting Firm

14:50

Steal THIS To Build A Better Accounting Firm

มุมมอง 6Kหลายเดือนก่อน

Swipe the full service library template here docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing And if you're seriously considering adopting this, I HIGHLY recommend the related podcast series for tips & traps to avoid th-cam.com/play/PLfiRDnXtHmsOMnR7FDT7qxXKJ0XHDkdjD.html&si=skLs2Wp-yi3UJKg8 💰 (Sponsor) Check out MakersHub to automate the heck out of ...

12 More Apps for your Accounting Firm (2024)

11:00

12 More Apps for your Accounting Firm (2024)

มุมมอง 5Kหลายเดือนก่อน

📃 Get the best new accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💰 (Sponsor) Use Cloud Accountant Staffing to scale your team with talented accountants from the Philippines www.cloudaccountantstaffing.com/ 🛠️ The tools & services featured in this vid: TaxGPT taxgpt.com/ FlowCog flowcog.com/ Incite Tax Community www.incite.tax/ Automata Practice Development ...

Should Firms Put Pricing On Their Website? (pros + cons)

14:16

Should Firms Put Pricing On Their Website? (pros + cons)

มุมมอง 2.5K2 หลายเดือนก่อน

👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💰 (Sponsor) Pick up Client Hub and start showing off a more modern client experience clienthub.app/ 📃 Get the best new accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💗 My accountant community: rlz.io/

What's Stops Firms from Adopting AI (and how to overcome)

11:04

What's Stops Firms from Adopting AI (and how to overcome)

มุมมอง 1.1K2 หลายเดือนก่อน

👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💰 (Sponsor) Automate that accountants payable with AI Makershub makershub.ai/ 📃 Get the best new accounting tech to your inbox every week on my newsletter www.newsletter.jason.cpa/ 💗 My accountant community: rlz.io/

7:38

This App is ChatGPT For Tax Pros!?

มุมมอง 2.3K2 หลายเดือนก่อน

🧠 A few more specifics I gleaned from the team about how TruePrep works behind the scenes: ✅ In its current form, client data is never used in prompts that go to the AI model. Their software determines what it is you’re asking for, then fetches it from their own database. ✅ In cases where they’ll query a large language model, your prompts are never trained into the model. ✅ At any time you can ...