079 Tips To Build An Accounting Firm Around A Niche

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  • Опубликовано: 29 янв 2025

Комментарии • 16

  • @ryanc4199
    @ryanc4199 Год назад +1

    Thanks for taking time to answer my question about social media accounts. Your explanation helps me clarify my thinking on this (and confirms what I assumed about the algorithms).

  • @hermanduplessis9887
    @hermanduplessis9887 Год назад +1

    Thanks, Jason! Food for the Soul. Finalized my future Admin person's Job listing today, and I am just waiting for my proofreader to correct all my "are's" that should be "is" Then I press the big Green Go button✅.

  • @nathansosa1121
    @nathansosa1121 Год назад +1

    Thanks Jason! Always got the most insightful advice. Your thoughts on an admin day one… really really like that idea too.

  • @Mad_Man_Dan
    @Mad_Man_Dan Год назад +3

    Been using Stream Deck for the quick to hit items like lighting controls for my office space as well the little quality of life items like music playing, shortcut to the every day apps like airtable outlook xero canopy etc. But it definitely shines in the area for not easy to access controls that require pulling out your phone, lifx/govee lighting specifically. Definitely don't regret the purchase.

  • @RomeoHatesShrimp
    @RomeoHatesShrimp Год назад +1

    The joy of living in a climate where opening a window doesn't cause mosquitos or a black racer snake to come into your house.
    The 2nd or 3rd bookkeeping client I ever got (1st was from a reptile society)
    1. I went to a Reptile fair/conference
    2. Go to a Big Regional one like NARC, etc
    3. When you ask for something that requires a waiting list for.
    4. Hand them your business card and ask them to put you down on the waiting list
    5. >they see you're an accountant
    6. >watch the calls/emails roll in
    This won't help you with really large clients that skip fairs/conventions and just post everything online through their own marketplace.

  • @KyleJohnsonCPA-kd2jj
    @KyleJohnsonCPA-kd2jj Месяц назад +1

    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.

    • @JasonOnFirmsPodcast
      @JasonOnFirmsPodcast  Месяц назад +1

      Hmm, yeah personal handles always do better, but if you want to keep posting gameplay it does create some inconsistency in what people follow you for
      Even with that in the mix I think I'd use the personal handle because to your point it's going to feel more authentic to that audience

    • @KyleJohnsonCPA-kd2jj
      @KyleJohnsonCPA-kd2jj Месяц назад +1

      @@JasonOnFirmsPodcast thanks Jason! One more on the same topic. What if for RUclips I post them under the business channel and for X I post it directly under the personal gaming one? I know it creates inconsistency, but it covers the authenticity of I know the game for X, but RUclips would stay clean and pure?

    • @JasonOnFirmsPodcast
      @JasonOnFirmsPodcast  Месяц назад

      @@KyleJohnsonCPA-kd2jj Yeah each platform is different in this regard. On YT I'd definitely recommend running it thru a different channel

  • @jpmarchena703
    @jpmarchena703 Год назад +3

    I think the discussion on specializing may be underplaying how often the same rules come up over and over in a specific area. I appreciate that an 1120 is an 1120; but I think there is tremendous value in knowing the rules, regs, and special exceptions applicable to your niche like the back of your hand, even if they're not exclusive. E.g., RE folks are cozy with all the super detailed depreciation and vacation home rules, tech folks should know 174 vs 197 vs 167 intangibles quite well, and so on. Those things can certainly come up outside of those areas, but tax folks specializing in those areas should be able to analyze them more accurately and efficiently than non-specialists. Hope that made sense. As always I super appreciate you and your content - cheers!

  • @Freedom_folio
    @Freedom_folio Год назад +2

    I can definitely relate to your point that we wasted years going after the wrong niche. I stepped into international taxation by accident because that was the first big client referral I had starting out, after doing this for 6 years, I realize how horrible the roi is trying to service this segment and I don't have an exit strategy for these clients at all, except passing them on to investment advisors and other law firms, for free.

  • @MoetheCPA
    @MoetheCPA Год назад +3

    Did you ever explore ClickUp for your niche practice? Would love to hear your thoughts on this software as it’s super cheap and yet so powerful and all these other platforms are harder to customize to your niche firm

    • @hermanduplessis9887
      @hermanduplessis9887 Год назад +2

      I have been using ClickUp for some time as well, but I still use dedicated practice management software for certain things as well. For some time I wanted to make ClickUp our "All in One", but certain things for me (Everyone's experience and "can't work without feature" are different), very difficult to manage to set up in ClickUp. Hope to have my hands on 3.0 to see if they hype is real 🙂

    • @JasonOnFirmsPodcast
      @JasonOnFirmsPodcast  Год назад +2

      Yeah I ran my CAS practice on clickup, will share some more thoughts in the Q&A

    • @MoetheCPA
      @MoetheCPA Год назад +1

      @@JasonOnFirmsPodcast looking forward to it