Jason.CPA

Latest — Oct 20, 2021

My Favorite Accounting Firm Marketing Story

How is this for a marketing success story: * Grew his email list from 3 to 215 * $1.5M+ in new revenue * 50-60 new ongoing tax clients * In 12 months * In a specific niche My favorite part? It was run by an accountant, from a spreadsheet. > I sort of stumbled into

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Better Email Management for Accounting Firms

I like sexy content around task automation. How to build bots to automate your bank rules [https://youtu.be/q28owps_Ikc], use email marketing tools to automate annual paper chasing [https://twitter.com/JStaatsCPA/status/1297964361848442881?s=20], even a field manual for communicating with legacy accountants [https://twitter.com/

Why Intuit's MailChimp Acquisition is a Gift to Accountants

If you're like me when you saw this one come across your feed you thought, what business does Intuit have acquiring an email marketing tool? I'm an accountant so I'm prone to speculation, particularly if it's something that could disrupt a tool I'm heavily reliant upon. So how does email

Xero Changed It's Bank Reconciliation - What's Next?

You may have heard the news - Xero made changes to the bank reconciliation screen and, well, accountants reacted: > It’s awful. Xero are tone-deaf. Beeny says “the redesign with take some getting used” – rubbish. > The JUMBO size is ridiculous!!! > XERO is becoming impossible for clients with the ever changing

6 Lessons I Learned Building Launch! For Accountants

After 58 weeks(!) I decided to close the book on weekly Launch! For Accountants [www.launchfa.com] content. I love new challenges, but my secret sauce to doing many things is to aggressively seek out things to not do [https://twitter.com/JStaatsCPA/status/1410725501358919682?s=20]. It comes when

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