What's Next for Accounting? - Issue #58

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What's Next for Accounting?
My YouTube channel is closing on 3k subscribers, and we’re doing a Q&A video! Reply to this email with Qs and I’ll get you some As.

🤖 Automate My Thing
Screen New Leads Automatically
I use Airtable to screen lots of stuff, from new leads to job applicants to sponsors. In this thread I run through how to easily set up an intake form for auto-accepting or rejecting new leads on your website:
It’s a version of the client grading system I built out in this video, and a great entry point to what Airtable can enable.
💎This Week's Sponsor
👷‍♀️ This Week I Made
Why Tax Season Is Now Impossible
Why Tax Season Is Now Impossible
😍From The Community
What’s happening in my private community for accounting firm owners:
Events:
My community Realize is a private space for people to swap ideas & collaborate. At $180/mo it’s also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place 💗 The community is currently about 235 members strong.
🕵️‍♂️Where to Find Me
Are you a software co looking to advertise? Subscribe to weekly ad updates here.
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Jason Staats
Jason Staats @jstaatscpa

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