Jason Staats⚡
@tryjasononline
Former $5M firm-runner, I've now helped over 3k accountants run better firms. Speaker & adviser to AI co's. Newsletter 👉 http://jasononline.link/4fD
I'm on tour the next 30 days, 8 cities, talking accounting firm stuff and I want to see you! LA Denver Chicago Atlanta Austin Dallas Minneapolis Boston The coolest thing that happens at these events? You meet some local folks who run firms and leave the event with a few new…
If you had a week alone in a cabin to work on something for your accounting firm, what would it be?
In Chicago for another Accounting AI event The sun is shining beautiful view of the ocean from my hotel room Look forward to seeing a bunch of smart accountants today in Chicago + Friday in Atlanta
This is a big deal if it can do the same with documentation you give it 1040 source docs > excel workbook template Rolls out to Team users tomorrow
Let’s show you what ChatGPT agent can do 🧵 Need Monday metrics? ChatGPT agent can fetch the data, generate the spreadsheet, and schedule it to run again—automatically.
Three phases of accounting firm running: 1. You are what walks in the door Zero-agency, you're along for the ride in the name of paying the bills. You're a price-taker. This phase is all about referrals + building a network. 2. You are what you say "no" to Still sitting back…
Practice management system feature request: Secure video delivery A native player that doesn't suck, associated with a file or work item or approval
Man the tax workflow space is getting simultaneously stronger but more fragmented Juno will now ingest your draft tax return and check it against the source docs TaxGPT recently began doing something similar StanfordTax is handling workpaper prep now, doing all your doc…
Life gets infinitely easier when you move faster on the things you know you need to do Putting off hard decisions feels easy today but you’re giving into chronic angst Before you know it you feel trapped, a victim of your circumstances and forget just how much control you have
We put together a (new) 50-minute masterclass on how to optimize your 1040 tax prep process 5 members of my team spent 2 weeks on this one. It may be the most complete 1040 workflow resource on the web. It's broken down into 11 steps: 1. Engage 2. Schedule 3. Intake 4.…
Software co's serving accounting firms are increasingly requiring a minimum $ commitment.. or moving to annual pricing for firms under a certain headcount It sucks for small firms, since that's a big cash outlay The unfortunate reality for the software co's is without some…