Jason Daily

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The job project I mentioned if you’re an accountant looking for a better gig https://jason.careers/ Here’s the original wealth ladder blog post https://nathanbarry.com/wealth-creation/ And a link to the illustration I was marking up https://drive.google.com/file/d/1wM0PWSOQLQPjIJHvmPaJQm2m3o60bN-f/view?usp=sharing 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

Prompt to draft a cold DM to cold on a podcast: You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs: • Call out related pod episode they did that you liked and why in 1 sentence • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same type of people who are in this person’s podcast audience) • Give three potential topics for a high converting, super valuable pod episode where we discuss something relevant to my expertise • Give them next steps in 1 sentence (book a time on my calendar to discuss, or let me know if they’d like me to outline one of the episode ideas further Draft a cold DM using this framework, it's a pod about taxidermy companies, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points. Prompt to draft a cold DM to a potential client: You're going to help me draft a cold DM to a potential clients for my acounting and tax firm I use the following framework for writing cold DMs in three sentences: • Call out how you know them and something you respect • Explain what you do in 1 sentence (i run a tax & accounting firm that’s in the process of becoming the go-to firm for people like them) • Then simply offer to provide value to something they’re doing - promoting a webinar, a fundraising event they run, come up with something like that Draft a cold DM using this framework, they're a beekeeper, which is the niche of my firm. Use a VERY concise and to-the-point business tone. Use your imagination to get very specific on each of these bullet points. 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners TechGuru https://www.techguruit.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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Geraldine's links 👇 Podcast https://www.businessstrategyforcpas.com/ Website https://geraldinecarter.com/ LinkedIn https://www.linkedin.com/in/geraldine-carter/ Grab the new book here! https://geraldinecarter.com/book 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners TechGuru https://www.techguruit.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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1. Scribe https://scribehow.com/ 1.5 Whale https://usewhale.io/ 2. TextExpander https://textexpander.com/ 3. My task LMS https://mytasklms.com/ 4. Motion https://www.usemotion.com/ 5. GoHighLevel https://www.gohighlevel.com/ 6. RightTool https://righttool.app/ 7. Pitbull tax resolution software https://www.pitbulltax.com/ 8. Ignition https://ignitionapp.com/ 9. Snipd https://www.snipd.com/ 10. Readwise https://readwise.io/ 11. Keeper https://keeper.app/ 12. Brain.fm https://www.brain.fm/ 13. Judy’s TenKey https://www.judysapps.com/TenKey.htm 14. DecisionVault https://decisionvault.com/ 15. Practice Protect https://practiceprotect.com/ 16. Calendly https://calendly.com/ 17. Grammarly https://www.grammarly.com/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ Firm360 https://www.myfirm360.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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