16 More Tools for Accounting Firms

[@Irene-q2t]

Thanks Jason for sharing this list. Learnt some new tools today!

[@BillHollowsky]

Thanks for pointing out a few of these potential gems that I haven't heard about before!

[@rhondafrederick4049]

I’m so old and outdated. Ive worked from home doing primarily bookkeeping and QB cleanup work for 30 years. I let my CPA status go inactive because I wasn’t really doing CPA type work. I probably haven’t learned a damn thing since 🤣. It’s hard to make yourself do CPE when you don’t have to. When you aren’t working in an office environment every day with other people you fall behind technologically (I’m talking windows 95 behind lol). This video depresses the crap out of me because I have absolutely no idea with you’re talking about but it sounds important. Where should I start? I primarily work with small QB clients but I don’t like the direction intuit is going. Problem is that’s my specialty…fixing QB after small business owners give up on it. QBO is not my specialty and I don’t like it of course. I’ve either got to get in the game or retire . I need a simple itty bitty AI thing to get me excited. What ‘cha got?

[@vincentduong7383]

You think about selling or partnering with another firm that's hungry, so you can free up your time to add higher value services, CFO/Tax planning ect. Interested?

[@jasoncpa]

You're here! You've started! The best thing I ever did was make some friends who were doing the same thing. Get outside the bubble, go to an accounting conference, build some relationships so that learning process won't feel like work!

[@rhondafrederick4049]

@@jasoncpa you mean like leave the house and talk to people? I chose numbers a long time ago 🤣

[@Youngcotax]

Dude you're awesome thank you

[@jasoncpa]

no u

[@haileyploense3368]

As an auditor using legacy software, I drooled a bit over Agentive. Now if only PFX could communicate with literally anything. *sigh*

[@jasoncpa]

Ain't that the truth!