🍸 Toasting To A Better 2024

A collection of resources to take your firm in a positive direction in 2024, or convince a colleague you aren’t the only one who thinks this way:

Strategy:

• Build a more profitable, more mission-oriented firm by developing a new policy for low bono work

• Get paid for discovery work, and start clients at 2x your normal rate

• Watch this if you’re still stuck on a price increase

• And if you’re considering whether this firm running stuff is still for you, here’s my story

Bookkeeping Firms:

• Develop a preaccounting process to alleviate the headache of fetching client docs & receipts

• Deliver financials over video to remind clients you’re human and save a pile of time. Use ChatGPT to analyze the financials and build a script with this prompt

• And transition to automated info requests - you’ll never go back

Tax Firms:

• Optimize your busy season - most firms have simple steps they can take to drastically reduce busy season workload

• Transition to scheduled intake, and scheduled delivery. Plan your entire year’s worth of client deliverables. Sounds hard, I know! But the folks doing it have taken back control of their businesses

• (US) And use software to build pro-forma questionnaires for your clients - the leading tools to do so today are TaxCaddy, Soraban, and StanfordTax which I did a demo of here

🤔 What Would You do?

💎This Week's Sponsor

See why accountants are ditching their tax organizers for StanfordTax questionnaires!

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📅 This Week

• Mate is an AI agent that lives right on your desktop, performing actions based on what’s on your screen. Desktop agents are happening 👏👏 huge for accountants

• Fintable - the app for syncing bank transactions to Airtable, now has a $49 lifetime deal on AppSumo

• A new meeting scheduler to automatically qualify & route leads to the proper team member

• I made a book

  

• If you ever explored Max Haining’s 100 days of no-code, he just launched 100 days of AI - 30 mins a day of AI lessons to your inbox

• Creator marketing app Passionfroot launched a tool to find creators to partner with to promote what you do

• For $25/mo Monica gets you unlimited access to GPT-4, a browser assistant, image generator and email reply assistant

😍From The Community

My private peer networking community Realize for firm leaders, now capped at 500 members.

• 01/02 🧠 Mastermind Season 7 Kickoff

• 01/05 🏫 Hall Pass - Live Coaching with Brandon Hall

• 01/16 💘 Swiping Right - Building a Firm Profile with Kellie Parks

• 01/16 🧠 AMA with Ben Coons - Offshoring for CAS & Bookkeeping with Jason Staats

• 01/25 🌴 Take A Step Back with Geraldine Carter

• 01/29 🕸️ Into The Chadiverse with Chad Davis

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