354 Should Accounting Firms Have Portals Or PMs?

[@katherinemyers2024]

25:49 Love this! 💜

[@raesellers6242]

Servant's heart!💗

[@musicianstaxadvisor_uk]

We have just had a client leave the firm because they were so frustrated with the Karbon client requests only being accessible on the device that they first opened it on. It made my heart sink.

[@JasonOnFirmsPodcast]

Ah man that's rough

[@williamstunkel902]

So, are any of the software providers reaching out to engage on things you are saying are missing??

[@JasonOnFirmsPodcast]

Some more so than others, but yeah I talked with most of the folks in the space pretty regularly! I have a newsletter for software folks as well that they're all on

[@RomeoHatesShrimp]

17:28 😭😭

[@edwinmorales8669]

Is running a Spanish bilingual firm considered a niche ? Anybody else work with this community ?

[@JasonOnFirmsPodcast]

💯 it could probably be more specific but it's definitely taking you down a more valuable path

[@JesusPizarro]

I think so; the Hispanic population is 18%, and 5% of CPAs are Hispanic. So, there is a big gap.

[@FirelandsAccounting]

We recently started offering services in Spanish as well because there's a huge need for it. I'm looking for any resources I can find. Please share anything you know. I'm in Ohio, near Cedar Point.

[@FirelandsAccounting]

@edwinmorales8669 I just started taking Spanish speaking clients. Please share anything you know. I commented on another video too. I'm using My Tax prep Office software for returns. Do you know of a good tax or bookkeeping option?