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Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951
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Here’s 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
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Saknas det avsnitt?
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Here’s 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-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
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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
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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 🙂
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👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
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Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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TeamUp http://hireteamup.com/jason
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Canopy https://www.getcanopy.com
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👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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Twitter https://twitter.com/JStaatsCPA
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👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
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👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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Here’s 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.👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G💰 Today's Sponsors
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Canopy https://www.getcanopy.com/
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Twitter https://twitter.com/JStaatsCPA
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My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
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Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/ -
Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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ClientHub https://www.clienthub.app/
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Canopy https://www.getcanopy.com/🗣️ Continue the discussion on social!
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LinkedIn https://www.linkedin.com/in/jstaats/ -
Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkM
Check out this app database https://www.jasononfirms.com/apps
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✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community
https://www.rlz.io/💰 Today's Sponsors
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Twitter https://twitter.com/JStaatsCPA
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Content Snare https://contentsnare.com/
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🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community
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YouTube https://www.youtube.com/@jasoncpa -
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community
https://www.rlz.io/💰 Today's Sponsors
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Twitter https://twitter.com/JStaatsCPA
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YouTube https://www.youtube.com/@jasoncpa - Visa fler
