Jasen Stine's guest appearances

Jasen Stine

The Successful Bookkeeper Podcast

Future-Proof

Dorie Clark

Michael E. Gerber

Laura Vanderkam

Mike McDerment

Stacey Brown Randall

Matthew Pollard

Jeremy Allen

Nick Loper

Mike Michalowicz

John Warrillow

John Jantsch

Hector Garcia

Julie Daniluk

Juliet Funt

Laura McClellan

OwlTail

We're talking about advisory today, something on everyone's mind; how do we incorporate more value added advisory services? What types of advisory services should we offer? What technology do we need? How do we price these services? How do we staff them? The profession has been laser focused on CAS for awhile and still, there are so many questions to answer. When it comes to CAS, top-performing firms showed a median growth rate of 16% just last year and are optimistic about continued growth. These top firms implicate key strategies for success:Dedicated CAS staffUsing technologies to drive efficiencies Standardize processes Raise fees to reflect the value providedExplore creative staffing and capacity building measuresEducate clients and staff on CASMy guest this week, Jasen Stine, Tax &amp; Accounting Education Leader at Intuit, speaks with me about what tax advisory really looks like;  what types of services that are most in demand, what type of clients we should look for, what pricing looks like and possible first steps for those who are looking to explore this area. ResourcesJasen Stine LinkedIn ProfileCPA.com CAS Benchmark surveyIntuit Podcast: Account Trends 

We're talking about advisory today, something on everyone's mind; how do we incorporate more value added advisory services? What types of advisory services should we offer? What technology do we need? How do we price these services? How do we staff them? The profession has been laser focused on CAS for awhile and still, there are so many questions to answer. When it comes to CAS, top-performing firms showed a median growth rate of 16% just last year and are optimistic about continued growth. These top firms implicate key strategies for success:<ul><li>Dedicated CAS staff</li><li>Using technologies to drive efficiencies </li><li>Standardize processes </li><li>Raise fees to reflect the value provided</li><li>Explore creative staffing and capacity building measures</li><li>Educate clients and staff on CAS</li></ul>My guest this week, Jasen Stine, Tax &amp; Accounting Education Leader at Intuit, speaks with me about what tax advisory really looks like; what types of services that are most in demand, what type of clients we should look for, what pricing looks like and possible first steps for those who are looking to explore this area. Resources<a href="https://www.linkedin.com/in/jasenstine/" rel="noopener noreferrer nofollow" target="_blank">Jasen Stine LinkedIn Profile</a><a href="https://www.cpa.com/cas-benchmark-survey" rel="noopener noreferrer nofollow" target="_blank">CPA.com CAS Benchmark survey</a><a href="https://proconnect.intuit.com/podcast/" rel="noopener noreferrer nofollow" target="_blank">Intuit Podcast: Account Trends </a>

195. Tax and CAS: It works, with Jasen Stine

Jim Buffington

“You're not going to attract talent that way, they aren't interested in mindless data entry work, they want to have a meaningful impact on the world around them and if we don't create those opportunities someone else will.”  -Jasen Stine It is easy to get set in our ways. To let fear of the future, change and innovation, keep us locked into the same patterns. That at one time may have served us, but now only serves to limit our growth. Understanding the value of your own expertise will make it easier to move away from compliance bookkeeping. Utilize your skills as an advisor to offer far better value to your clients. When you connect with other bookkeepers and thought leaders, you will be better positioned and informed on the cutting edge of industry innovations. Learning from others, to offer more impactful services. Jasen Stine, a Tax and Account Education Leader at Intuit and AccounTrends podcast host, and Jim Buffington, an Advisory Services Leader at Intuit Accountants, are the featured guests of a special Spotlight episode! During this interview, you'll learn...  The value of recognizing the potential of your own expertise How to switch from a compliance to an advisory mindset The importance of building relationships with like-minded people &amp; thought leaders  Learn more about Intuit here. Check out the Intuit Accountants’ Tax Pro Center at this link.  Listen to the AccounTrends Podcast here.  Connect with Jasen on LinkedIn. Connect with Jim on Twitter &amp; LinkedIn. Time Stamps   1:40 - Jasen &amp; Jim discuss their career journeys  4:40 - Overcoming the big challenges  9:40 - The needs of accountants  17:10 - Getting your focus right  22:00 - Building connections to cultivate expertise  29:49 - Helpful resources for listeners 34:10 - Connecting thought leaders

“You're not going to attract talent that way, they aren't interested in mindless data entry work, they want to have a meaningful impact on the world around them and if we don't create those opportunities someone else will.”  -Jasen Stine It is easy to get set in our ways. To let fear of the future, change and innovation, keep us locked into the same patterns. That at one time may have served us, but now only serves to limit our growth. Understanding the value of your own expertise will make it easier to move away from compliance bookkeeping. Utilize your skills as an advisor to offer far better value to your clients. When you connect with other bookkeepers and thought leaders, you will be better positioned and informed on the cutting edge of industry innovations. Learning from others, to offer more impactful services. Jasen Stine, a Tax and Account Education Leader at Intuit and AccounTrends podcast host, and Jim Buffington, an Advisory Services Leader at Intuit Accountants, are the featured guests of a special Spotlight episode! During this interview, you'll learn... <ul> <li>The value of recognizing the potential of your own expertise</li> <li>How to switch from a compliance to an advisory mindset</li> <li>The importance of building relationships with like-minded people &amp; thought leaders</li> </ul> Learn more about Intuit <a href="https://www.intuit.com/" rel="noopener nofollow" target="_blank">here</a>. Check out the Intuit Accountants’ Tax Pro Center at <a href="https://taxprocenter.proconnect.intuit.com/" rel="noopener nofollow" target="_blank">this link</a>.  Listen to the AccounTrends Podcast <a href="https://podcasts.apple.com/us/podcast/accountrends/id1592959886" rel="noopener nofollow" target="_blank">here</a>.  Connect with Jasen on <a href="https://www.linkedin.com/in/jasenstine" rel="noopener nofollow" target="_blank">LinkedIn</a>. Connect with Jim on <a href="https://mobile.twitter.com/jimatintuit" rel="noopener nofollow" target="_blank">Twitter</a> &amp; <a href="https://www.linkedin.com/in/jimbuffington88/" rel="noopener nofollow" target="_blank">LinkedIn</a>. Time Stamps   1:40 - Jasen &amp; Jim discuss their career journeys  4:40 - Overcoming the big challenges  9:40 - The needs of accountants  17:10 - Getting your focus right  22:00 - Building connections to cultivate expertise  29:49 - Helpful resources for listeners 34:10 - Connecting thought leaders

EP303: Spotlight - Jasen Stine & Jim Buffington - Building A Bookkeeping Business With Impact!