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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 44:53 - Transitioning A Firm To Remote Work 51:31 - We Love Them
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