637 9 Apps Every Accounting Firm Needs (that aren’t accounting apps) [These are required apps for accounting firms]

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! [email protected] this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - 9 Essential Non-Accounting Apps01:55 - Collaborative Email04:44 - Soft Phones + SMS06:25 - Loom for Client Communication08:55 - Social Media Scheduling10:19 - Password Management12:24 - Claude or ChatGPT14:04 - Slack or Microsoft Teams17:54 - Meeting Recorders19:04 - Scheduling Tools23:28 - 🔥 Roast a Firm24:54 - Why Specific Niches Work25:43 - Building a Side Website26:09 - Website Messaging28:38 - Capturing Visitor Emails30:23 - Adding Social Proof30:48 - Rethinking Website Pricing36:28 - Selling the Opportunity38:43 - 📞 Accountant Support38:58 - Cutting Lower-Paying Clients40:08 - How Many Clients to Cut44:02 - QuickBooks + Claude Outside the US48:12 - PC vs. Mac for AI50:32 - Trial Balance Software51:02 - Accounting Software Mount Rushmore53:02 - 10-Key ATB vs. Tallyfor54:47 - Is Software Too Expensive?57:02 - Should AI Replace CCH?01:00:22 - Starting an Accounting Firm01:05:26 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa