Steal THIS To Build A Better Accounting Firm

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Jason On Firms

Күн бұрын

Пікірлер: 26

@SeaSprayBookkeeping 5 ай бұрын

Loved this podcast series! Thank you so much for providing this!

@jasoncpa 5 ай бұрын

You bet!

@raymondm.432 6 күн бұрын

How the hello kitty do you have 10.3k views and only 280 likes? This stuff is gold.

@calebaw 12 күн бұрын

Thank you for naming my problem and the solution.

@miketravis4242 5 ай бұрын

This hits home. Need to figure this out for audit & assurance too.

@phillips1968 5 ай бұрын

This is on the top of my list to get done while I'm still side hustling by myself and before my first hire. Thanks for the immensely valuable info as usual.

@kristinwinstanley1808 3 ай бұрын

Great information and love the simplicity of the spreadsheet setup.

@Irene-q2t 4 ай бұрын

This was quite insightful. Thanks Jason. I am binge watching all your content.

@NesmeeDomercant 5 ай бұрын

Now what do you do when in the middle of an engagement you realize clients have exceptional circumstances you could not foresee beyond their selected package. Just go back and level up?

@jasoncpa 5 ай бұрын

Yeah hit pause, talk scope with them and probably do a one-off But also challenge the notion that most of these things are un-seeable. Get creative in how you could change the scoping process to identify this sort of outlier next time Two different accountants will vary WILDLY in how good they are at scoping before a project, which makes me believe scoping is a process that can be standardized and improved

@jamesbiggs5379 5 ай бұрын

Hi Jason, currently going through hell to get a practice management software, 20 staff looking for CRM, client portal, mobile and workflow. Any ideas? Thanks. Feel like I've look at them all but can't decide.

@jasoncpa 5 ай бұрын

Swipe this if you haven't yet go.rlz.io/pm Narrow it down to your 2-3 favorites Find a couple folks who use the PMs you're considering to get some real feedback (not thru the filter of the PM co) If you're picking something from that PM report you're avoiding a disaster scenario, they'll all get you somewhere from 80-100% there. The stinkers you need to avoid aren't on that list

@jamesbiggs5379 5 ай бұрын

That's amazing, thank you, that's the report I was looking for (noted it from a prior video). The two we are looking at are on the list, which is great cause its a big step and you want to be sure. Now time to face the migration 🫣 thanks again.

@jasoncpa 5 ай бұрын

@@jamesbiggs5379 You got this!

@FirelandsAccounting Ай бұрын

@@jasoncpa I started using Financial Cents after I took the survey. Is there somewhere else I can get information. I've joined the FC Facebook community. I've looked at your stuff. Anything else?