the future is social.
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the disruptors
with liz farr
for 卡塔尔世界杯常规比赛时间
jason staats started doing videos at the beginning of the pandemic to quickly share information about the ppp and other relief programs with as many clients as possible.
more disruptors: how to face hiring challenges head-on with penny breslin | thinking smart about new tech: byron patrick | doing nothing is not an option with rob brown | blake oliver: why tax work yearns to be free | private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | private equity vs. the cpa firm partnership the fintech flood: accounting will never be the same | think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson | turning client service into new revenue
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now, he has an entertaining and informative youtube channel where he shows how to use his favorite tech tools and a new mission to drive accountants into the future with collaborations and vision.
he sees a bright future for accounting, where accountants build communities of clients to share our expertise with many at the same time and where our clients can learn from each other.
the no-code movement will also allow us to build software for our clients and for ourselves. getting there requires us to keep our natural curiosity alive, to be willing to ask dumb questions, and to keep learning.
learning is easier when we surround ourselves with people like us who are also learning and trying new things. that’s why he’s launched rlz.io, designed as a social media app for accountants.
more take-aways:
- accounting hasn’t always been a super sexy thing to do. how do we make it attractive to people my age (33) and younger?
- an interesting trend is productized firms: tech platforms like bench, pilot, and quickbooks live that are positioned as accounting firms. when they have job postings, they get more applicants than do the traditional firms because they are building something that people want to be a part of and are more appealing to younger people whose lives are fully online.
- would you send your own kids through the experience you’re having? does it offer a good work-life balance?
- professional services have traditionally been bespoke, delivered one-to-one. leverage the internet to offer one-to-many advisory services by developing communities of people within a niche, where participants can learn from each other in addition to learning from the cpa firm members.
- growth for growth’s sake is easy now because there’s a hunger for what you do. but the downside of growth is burnout when you let suboptimal work in. be more selective, or price aggressively. optimize for the bottom line to build a sustainable firm. make existing engagements more profitable, drop the ones that aren’t as profitable. leave capacity for deeper work which is usually more profitable.
- the task of the firm owner is to curate the client list for the best projects and the clients we most enjoy working with. give your best to a small group of clients who value your work and are willing to pay for it.
- it’s not just young people who are good with tech, there are many accountants who are late in their careers who are becoming experts.
- keep natural curiosity alive, be willing to ask dumb questions, keep learning. you will never arrive.
- accountants need space to be able change. for those who came of age in firms that prized realization and optimizing every minute of the day, it can be hard to shake that model, even after we go out on our own. until you recover from that model, you can’t make the space to think and develop to become the person who can run a firm that you really want to run.
- working 70 hours in a week does not mean you’re doing your best.
- the no-code movement offers accountants a fantastic opportunity to build bespoke software for their clients and for themselves. accountants are positioned to become the ultimate operators who can connect all the pieces of a business and automate everything. in the future, if you need software to fix a problem, you’ll build it.