The 7 Things Your DESK Needs: An Accountant’s Guide скачать в хорошем качестве

The 7 Things Your DESK Needs: An Accountant’s Guide

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I share my thoughts on building a better desk setup for accountants and why small changes to your workspace can have a big impact on productivity. Then I break down a $2.1M accounting firm where the owner clears about $600K a year and walk through what they’re doing well, where they’re stuck, and how they could improve their operations. Finally we get into the mailbag, covering topics like buying accounting firms, building trust with referral partners, security boundaries with AI tools like Claude, whether AI threatens accounting careers, handling client resistance to new tech, and how to think about pricing and value in your firm. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZ... A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors Cloud Accountant Staffing: https://portal.cloudaccountantstaffin... Soraban: https://www.soraban.com/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users Verito: https://verito.com/ MakersHub: https://makershub.ai/ TeamUp: https://www.hireteamup.com/jason // Chapters: 00:00 Desk setup ideas for accountants 01:00 Seven things every desk should have 11:00 Optimizing the under-desk workspace 20:15 Firm Roast introduction 21:00 $2.1M firm breakdown and client mix 24:00 Team structure and financials 25:30 Pricing strategy and service mix 26:00 Marketing approach and LinkedIn discussion 28:00 Technology stack and workflow tools 29:30 Accounting team challenges and hiring issues 32:00 Owner background and firm growth 33:30 Transitioning away from client work 35:00 How to submit your firm for a roast 38:30 Mailbag: buying accounting firms 45:00 Cash flow and deal structure for acquisitions 46:40 Building referral relationships with other firms 48:00 AI security and using Claude with financials 50:20 Future of accounting careers and AI 55:20 Pricing ethics and charging more for services 58:50 OpenAI, government work, and AI ethics 01:00:20 Getting clients to adopt new tech tools 01:04:00 TurboTax pricing debate and perception of value 01:07:00 Expanding your professional network and mindset 🗣️ Continue the discussion on social! X   / jasononfirms   LinkedIn   / jstaats   YouTube    / @jasoncpa