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Does anybody know if the people you can hire through Teamup can do audit work?

Alright, went back and listened to this one since I am working on building a secondary micro niche firm that will use content creation to filter in the target clients (video game related). With that said, in the section you talk about whether to use a personal account or business account on social media to push content and engage, I've got a separate X handle for the game I play and niche I am aiming to be into. I currently engage with the community using this handle. I also got a handle for the new firm that will handle the clients. Should my content be pushed out under the firm or the X handle for the gaming? I keep going back and forth on it. I think the gaming handle gives me the street cred that I know what I'm talking about game wise, but I don't want to clog the algorithm with game play versus tax and accounting content for Pokemon people.

As someone who suffers from analysis paralysis, I really enjoyed hearing you talk about being prone to action versus inaction. Very inspiring, hopefully a good kick in my butt! Thanks for the great content. Also, a big HELLO from Omaha, Nebraska!

This Jason OnFirms guy is now wiping the history books and taking credit for stuff Jason Staats did. His moxie knows no bounds.

Love your content, Jason! Especially about really knowing what it is you enjoy and love to do, as being a gift! A gift to give back! Thank you!

A couple years ago, I learned the hard way that Jason did not offer Black Friday deals on Realize and it went up while I was waiting for a deal! It was still worth joining. I do watch for Black Friday deals on courses I want to take and I snatch those babies up!

Install one of those extensions that give you historical prices throughout the year, and you'll see that some of these amazon black friday deals are the same price cuts that happen regularly throughout the year in July, September etc.

🎉 Shoutout to @synthesis Math Tutor! 27:50 I taught at Synthesis when they were developing their Teams product.❤ Their math tutor is amazing, too!

I am running my accounting firm at side which is growing. I am a CPA I do believe credentials do make a difference. Many business clients I get are willing to pay more because they know a CPA can better handle the books and strategies for Tax planning. Some do require IRS representation, so clients are looking for CPAs.

These two would make a great podcast duo

I think proving it will help a ton for those who would want to hire you to help them build a firm, it's like showing off your work of art

You're doing a fantastic job! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

What a treat today @Jason, watching/listening to your session today with Ryan Lazanis. Been a big fan of both of you in this vertical space for some time now. Lots of food for thought based on the topics discussed. Thanks for sharing your expertise and creative ideas. Keep them coming! - 😃

This is great Jason! Thanks for putting it out there. I have SO many ideas and things I'm working toward. Absolutely love it!!!

Great episode! One of the benefits of community is learning and appreciating the idea of abundance! There is plenty of work for everyone. The adage "You are defined by who you surround yourself with" also applies here. The community groups help us all to elevate us all!!

Mike is great

I started doing taxes at a JH. Now it's my career.

Proud to have been a member of this community since day 1!

Great video Jason!

Hey Jason, could you elaborate more on why you feel time tracking isn’t an issue? I feel a lot of firm owners are against it because they had such bad experiences with it in the past when they were employed. I’ve personally come around to it this week because it felt like my only employee was taking wayyy longer than normal on projects. Decided to implement it and see how that goes, but I’m doing it in a very loose style to start.

I honestly wouldn't have had that conversation after the first rude comment. I would literally tell them okay, we'll take you off of the books and end the call. Seriously. I've done this and they call back to apologize. Or come back a couple of weeks or months later! 😂

I got an ad for Hitman the game before clicking on this video (by accident, mind you). i don't think there's any connections to be made, but I will draw them regardless.

We are very service and community focused. My dream is to start a nonprofit but I have to put food on the table. I would love to be able to help and not have to charge certain clients. For tax returns, we will do low income (no EIC) for a senior for example for a discount. I've tried discounting my services for the first year for new businesses, etc. I absolutely love what I'm doing. Appreciate the thoughts and advice.

Great video!

Awesome! Thanks Jason!

These maths! I watch your old pricing video at least once a year and I'm now going to have to add this one to the repeat list.

Gonna start calling numbers "nummies" from now on. lol

This is absolutely wonderful! Great perspective.

Does anyone know if the Karbon marketplace is active yet !? I signed up for it a few months ago but wasn’t sure. Awesome video as always Jason !

For the first time in my firms history (since opening in 2006) we are finally adding a minimum price. This will more then DOUBLE prices for some of the bottom unprofitable clients, and we are also requiring they do the entire appointment fully online. We can loose 37.13% people in this cohort and still make the same amount of money, and this total cohort makes up only 20%~ of our revenue giving me the confidence to do this. This pod has subdewed my doubts for the time being. We will see in Jan how i feel xD

thoughts on CMA?

This daily podcast has become therapy for me tbh.

Been doing it now for 12 years. Specialized, kept only good clients and charged premium rates.

Great information! I'm working on something about small/ micro business in my area.

The existence of Jason On Firms implies there is a hypothetical Jason *off* Firms.

Similar product, but would argue it is much better than CCH Engagement, CaseWare. Been a CaseWare fanboi ever since my Delap days (2014-2015). Does a great job with trial balance and workpaper management. I use it for entity and 706 work only, but have seen firms use it for trust work and 1040 work.

Another amazing video. THANK YOU!

Renewals are unnecessary. We price by annualized revenue and if there is a sizeable increase that causes an increase in scope we automatically increase their rates to the next pricing tier and give them a 30-day notice of the change. For firms that are doing the same service and increasing client fees just because the calenar ticks off to Jan 1 makes no logical sense. If a firm is using value pricing they should also be assessing weather they are meeting those saving for the client, since the notion of value pricing is predicated upon a promise of savings.

I struggle with this aspect so much, as do all of us. How does onboarding software (Ignition or Carbon, etc) play into this? I'm trying to make a final decision on a few tech changes we're making this year. We offer services in Spanish too. Are you aware of good resources?

We use Thomson Engagement Manager which is similar to Prosystem Engagement(our prior software of 20 years), except cloud based. We have found it quite good. They have some new AI integrations coming soon as well. In will be at the NE Map conference next week if you would be interested in discussing or seeing how it works.

We currently use Adobe with Tic Tie Calculate and also use Adobe esign. Adobe PDFs stored on share file, soon to be OneDrive. My only other experience with work paper management was Thompson reuter's work papers. I would say Adobe is an upgrade over that both in functionality and price.

You touched on having staff help in updates to the checklist. I also wonder if it would assist with buy-in (and use) if you had staff create their own checklists. You could use this as part of their review/coaching process. Have them create the list they think they need, and you can discuss it together. Modify it as needed, and that's the one they use for their work. When I went out on my own, one of the first things I did was create a checklist of the common issues to watch out for AND the common things I always got review comments on while working in a form. That one UT setting in assets for QBI reporting? Yeah I am never gonna remember that toggle unless a list is telling me to since now there isn't a review doing it.

We use SmartVault that directly links with DocuSign. Once signed, they automatically upload back to the clients vault

In the interim I'm keeping an eye on the progress of the AI desktop agents and thinking about how I could integrate those with my workflow. I'm using Engagement, because as you mentioned it is basically the only option (or Caseware, but never used it). But even getting an AI agent to populate the binder with the workpapers from the ledger and other sources would be really nice. Maybe spin up a VM on that server that you have (because Engagement) and have it building binders in the background while you are working on other things.

Everyone always talks about getting better clients. I really enjoy working with the micro/ mom and pop and new businesses. I know everyone with experience says it's impossible. How do we make these clients better instead? Hopefully the all new tech will help.

One thing that will be super cool to add into like a Tax Dome is a Trial Balance and or ability to have clients add in numbers to almost create the work paper needed to file a schedule C or business tax return and even a 1040 This way you do not need to do it yourself

You ever play with Caseware?

How is this channel not more popular!?

LOL! I just sent out the email to my Schedule C clients offering hourly advisory service. Shame

There are around 430 views on a lot of these videos. So much great information!