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Inhoud geleverd door Hector Garcia, CPA, Hector Garcia, and CPA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hector Garcia, CPA, Hector Garcia, and CPA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Interview with Jason Staats CPA: Content Creation, AI, and other fun topics

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Manage episode 360620365 series 1521349
Inhoud geleverd door Hector Garcia, CPA, Hector Garcia, and CPA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hector Garcia, CPA, Hector Garcia, and CPA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation...

Jason's Main Channel: https://www.youtube.com/@jasoncpa

Jason Daily Channel: https://www.youtube.com/@JasonCPADaily

00:00 Intro

01:31 Jason Starts asking questions

03:11 Hector's YouTube Channel and why all accountants should be making videos

10:03 Accountant vs. Influencer?

11:38 Personal vs. Corporate Brand

19:19 Leveraging Content in the Firm

27:03 Levering your team

34:23 How to be successful (beyond content)

38:27 The role of AI

51:01 Getting the young ones excited about accounting

54:42 Jason sold his firm

58:23 What must be sacrificed to make big decisions

01:03:14 How to stay in "touch" with the industry as a creator

01:08:41 Managing Information Overload

01:15:22 Learning more about Jason + Conclusion

  continue reading

67 afleveringen

Artwork
iconDelen
 
Manage episode 360620365 series 1521349
Inhoud geleverd door Hector Garcia, CPA, Hector Garcia, and CPA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hector Garcia, CPA, Hector Garcia, and CPA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well... But via this podcast, you get the whole unedited conversation...

Jason's Main Channel: https://www.youtube.com/@jasoncpa

Jason Daily Channel: https://www.youtube.com/@JasonCPADaily

00:00 Intro

01:31 Jason Starts asking questions

03:11 Hector's YouTube Channel and why all accountants should be making videos

10:03 Accountant vs. Influencer?

11:38 Personal vs. Corporate Brand

19:19 Leveraging Content in the Firm

27:03 Levering your team

34:23 How to be successful (beyond content)

38:27 The role of AI

51:01 Getting the young ones excited about accounting

54:42 Jason sold his firm

58:23 What must be sacrificed to make big decisions

01:03:14 How to stay in "touch" with the industry as a creator

01:08:41 Managing Information Overload

01:15:22 Learning more about Jason + Conclusion

  continue reading

67 afleveringen

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In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategies like using “magic words” to guide conversations, setting clear client expectations, and staying curious to strengthen client connections. Perfect for accounting professionals looking to elevate client relationships and communicate with impact. Timeline: Reframe Selling as Serving - (00:00) Articulate Value Beyond Price - (02:27) Transform from Technician to Advisor - (05:15) Curiosity as the Key to Better Relationships - (11:10) Communicate with Precision: The Power of “Magic Words” - (15:18) Set Clear Expectations - (19:51) Leverage Guarantees to Show Commitment - (22:16) Slow Down to Speed Up Results - (31:06) Influence with Integrity: Intentions Matter - (48:29)…
 
Episode 5 of this 8-part webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results…
 
Episode 4 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results…
 
Episode 3 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results…
 
Episode 2 of this 8-part webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results…
 
Episode 1 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 Topics that will be covered in this series: Communications strategy with clients Communicating your value to command price, standards, and expectations Negotiating terms, pricing, scope, with new and existing clients “Magic Words” that get the other person on your side quickly Fundamental communications skills to transmit your message/ideas to others in an effective matter The most important communications skill set: self-talk How to give advice that customers will follow How to influence the people you do work for and work with to become better people and value your vision (leadership) How to apply this skills in the real world to get significant results…
 
Timestamps 00:00 Introduction 02:16 EDUCATION 09:46 CERTIFICATIONS 17:25 PERSONALITY 22:44 HOW TO MAKE A LIVING 37:17 ARTIFICIAL INTELLIGENCE 45:53 My Journey: from Bookkeeper to Software Developer Links: American Institute of Professional Bookkeepers https://AIPB.org Coursera: Intuit Bookkeeping Professional Certificate: https://www.coursera.org/professional-certificates/intuit-bookkeeping Coursera: Accounting Foundations Graduate Certificate: https://www.coursera.org/certificates/accounting-foundations-uiuc Coursera: Finance/Accounting Specialization: https://www.coursera.org/specializations/finance-accounting Certiport QuickBooks Certified User: https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User QuickBooks Online ProAdvisor Program https://PROADVISOR.INTUIT.COM My software: RightTool https://rightool.app…
 
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