Accounting Firm Coach: Office Hours

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Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I show you how to claim your accounting firm's ChatGPT business profile, the big mistake I made during setup so you don't have to, and what to watch for with the advertised $500 in ChatGPT ad credits. Then I get into why ChatGPT is harder to lock down than Claude right now, a new library of practice tax returns that I'm a big old fan of, and the fact that AI can just edit your videos now. Finally, we hit the phones for your questions about setting up entities for clients, the best way to move from one practice management system to another, what most firms get wrong with tax resolution, and whether proposals belong on your website.

// Chapters:
00:00 Claim Your ChatGPT Business Profile
07:07 The Big Mistake That I Made 😤
14:11 Claim $500 In ChatGPT Ad Credits
16:41 ChatGPT vs Claude Right Now?
22:45 A Library Of Practice Tax Returns!
27:03 AI Can Just Edit Your Videos
33:34 Accountants Looking For Firms
35:01 Should You Be Setting Up Entities For Your Clients?
39:25 The Best Way To Convert From One PM To Another
42:50 How To Build Out A Tax Resolution Department
46:32 Present Proposals On Your Website?
51:24 The Industry's Best Software Co's

🤖 Here’s the address to claim your ChatGPT business profile https://chatgpt.com/business-hub/
🤖 And here’s that Claude and ChatGPT settings guide https://accountingfirmcoach.com/ai-settings-guide
📌 Here’s that library of practice tax returns https://www.practicereturns.com/
📌 Browse accounting candidates https://portal.cloudaccountantstaffing.com/
📌 My app recommendations https://accountingfirmcoach.com/apps
📌 My proposal masterclass https://www.youtube.com/watch?v=Ubnt-gWkic0

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
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MakersHub: https://makershub.com/get-started?utm_source=youtube_podcast&utm_medium=partner&utm_campaign=jasonstaats
Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/
Verito: https://verito.com/jason/
Stanford Tax: https://stanfordtax.com?utm_source=jason_staats&utm_medium=podcast
More about our sponsors: https://accountingfirmcoach.com/sponsors/

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