Thank you for all your videos. In 2024 we scaled our firm with a 90% sales growth. Most of our clients speak Spanish. God bless you always and much success.
Jason, I can't thank you enough for putting yourself out there and providing this content for us. I'm always looking forward to your next video and can't believe how you are hammering each and every issue we deal with right on the head - been there, done that, I suppose - thanks for trying to show us a path (or many paths) to a better way of working.
You run Realize? I’ve been a member for a year and haven’t even logged on more than a couple times. Recommended to me by someone while at AICPA Engage…. Looks like I need to dust off my logins and take advantage of this resource!
Hi Jason! I’m offering bookkeeping, taxes, and financial services. I just started but I was wondering, when is it the right to use a practice management system to keep these services organized. I’m planning to use QBO for bookkeeping and Drake for taxes and Mango seems to integrate with both programs. Is it ideal to wait for a certain amount of clients before moving forward with a practice mgmt? Please advise! Thank you for your wisdom. Love the videos
As soon as possible! PMs enable things like automated requests that you really want to build your systems around, so IMO it's worth doing straight out of the gate.
Thank you for all your videos. In 2024 we scaled our firm with a 90% sales growth. Most of our clients speak Spanish. God bless you always and much success.
Jason, I can't thank you enough for putting yourself out there and providing this content for us. I'm always looking forward to your next video and can't believe how you are hammering each and every issue we deal with right on the head - been there, done that, I suppose - thanks for trying to show us a path (or many paths) to a better way of working.
Great to hear thanks for being here Scott!
Love the Naruto sadness and sorrow use there. I knew that song in an instant
these videos are pure gold
I stopped taking new clients last year. It's been great!! No extensions for me.
You're tellin me grow or die isn't the only way!?
You run Realize? I’ve been a member for a year and haven’t even logged on more than a couple times. Recommended to me by someone while at AICPA Engage…. Looks like I need to dust off my logins and take advantage of this resource!
Hi Jason!
I’m offering bookkeeping, taxes, and financial services. I just started but I was wondering, when is it the right to use a practice management system to keep these services organized. I’m planning to use QBO for bookkeeping and Drake for taxes and Mango seems to integrate with both programs.
Is it ideal to wait for a certain amount of clients before moving forward with a practice mgmt? Please advise!
Thank you for your wisdom. Love the videos
As soon as possible! PMs enable things like automated requests that you really want to build your systems around, so IMO it's worth doing straight out of the gate.
🫡