Accounting Firm Coach: Office Hours

← Accounting Firm Coach: Office Hours16 okt · 54 min

652 These Industries Are BEGGING For Better Accounting Firms [The greatest opportunities in the accounting profession today]

652 These Industries Are BEGGING For Better Accounting Firms [The greatest opportunities in the accounting profession today]16 okt54 min

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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 explore how to build a niche accounting firm by tapping into industry-specific communities and partnerships. In 🤓 Nerd Corner, I cover eight major tech updates from Canopy, Financial Cents, Digits, Karbon, Gusto, Double, Kik, and RightTool. Then, in the 📬 Mailbag, I tackle delegating more work to admins, construction accounting software, Microsoft Copilot, tax workflow tools, lead tracking, and building a remote accounting firm.

// Chapters:

00:00 - These Industries Need YOU

15:14 - 8 Tech Updates

29:19 - Push This Work to Admins

33:44 - Construction Accounting Software?

36:09 - Microsoft AI Use-Cases

37:59 - Don’t Buy This Tax Workflow Software

42:54 - Lead Tracking App