Jason Daily

May 15 2024 24
Jason Daily Podcast artwork

Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.

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241 What OpenAI’s New GPT-4o Means for Accountants

May 15 2024 29 mins  
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jaso

240 They Pivoted to vCFO - Here’s How It’s Going

May 13 2024 26 mins  
Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaat

239 How Your Online Network Leads to More Profitable Work

May 13 2024 43 mins  
Prompt to draft a cold DM to cold on a podcast: You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs: • Call out related pod episode they did that you liked and why in 1 sentence • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same

238 The RIGHT Way To Build An SOP In An Accounting Firm

May 09 2024 37 mins  
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

237 How To Get Down to 40 Hours Per Week!

May 08 2024 37 mins  
Geraldine's links 👇Podcast https://www.businessstrategyforcpas.com/Website https://geraldinecarter.com/LinkedIn https://www.linkedin.com/in/geraldine-carter/Grab the new book here! https://geraldinecarter.com/book💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Conti

236 BASIC Email Marketing for Accounting Firms

May 08 2024 33 mins  
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

235 17 Apps Your Firm Might Just Fall In Love With

May 07 2024 25 mins  
1. Scribe https://scribehow.com/1.5 Whale https://usewhale.io/2. TextExpander https://textexpander.com/3. My task LMS https://mytasklms.com/4. Motion https://www.usemotion.com/5. GoHighLevel https://www.gohighlevel.com/6. RightTool https://righttool.app/7. Pitbull tax resolution software https://www.pitbulltax.com/8. Ignition https://ignitionapp.com/9. Snipd https://www.snipd.com/1

234 Shortcuts That Will Transform Your Firm

May 06 2024 35 mins  
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

233 Answering Your Questions About Fully Scheduled Work!

May 03 2024 32 mins  
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

232 Transitioning Your Firm to Scheduled Work

May 02 2024 32 mins  
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa