EP 303 Jun 16, 2022 9:00:00 AM

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

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30-second brief
Remember when California mandated e-file and tax pros were literally crying on the phone, swearing they'd never do it? Six months later, every single one said the same thing: "I wish I'd done this sooner." That's the pattern Jasen Stine and Jim Buffington from Intuit unpack on episode 303 — why the bookkeepers who finally install advisory systems work fewer hours and earn more, and the exact mindset shift that separates firms stuck in compliance from firms leading with strategy. If you've been sitting on a change you know you need to make, this conversation will move you. Listen now.

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Show notes

“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 Service 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 & 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 and LinkedIn.

Time Stamps

1:40 - Jasen & 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

Full transcript

EP303: Spotlight - Jasen Stine & Jim Buffington - Building A Bookkeeping Business With Impact!
EP 303