569 The Three Best Desk Upgrades for Accountants
π Get smarter faster by learning with other firm owners: https://jasononline.link/C573T
π A curated list of the apps I actually use and recommend: https://jasononline.link/A573T
π₯ Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
In this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig into how to find higher-value clients inside a niche, when to partner with software companies and licensing bodies, and why better clients solve most capacity problems. I wrap with a deep mailbag covering pricing, tech stacks, Intuit alternatives, content creation, and how I build my software recommendations.
πHereβs that CO2 monitor I mentioned https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W?sr=8-3
ποΈ Tax Stuff I mention in the video:
- IRS Tax Solutions https://irstax.net/
- Pitbull Tax Resolution https://www.pitbulltax.com/
π Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N573T
π° Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
π A curated list of the apps I actually use and recommend: https://jasononline.link/A573T
π₯ Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
In this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig into how to find higher-value clients inside a niche, when to partner with software companies and licensing bodies, and why better clients solve most capacity problems. I wrap with a deep mailbag covering pricing, tech stacks, Intuit alternatives, content creation, and how I build my software recommendations.
πHereβs that CO2 monitor I mentioned https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W?sr=8-3
ποΈ Tax Stuff I mention in the video:
- IRS Tax Solutions https://irstax.net/
- Pitbull Tax Resolution https://www.pitbulltax.com/
π Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N573T
π° Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
