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<p>Episode 248</p><p>FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady</p><p>CLASS: #Shoperations</p><p>In this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses.</p><p>📣 Shout Outs: Bernie Ackerman, BNA CPAs &amp; Advisors, Gusto, Ron Baker, Fidelity, Guideline, Human Interest, ADP, Finch, Intuit, Paychex, OnPay</p><p>⬇️Videos Referenced⬇️</p><p>$6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! | Jason Ackerman, CPA</p><p>(<a href="https://youtu.be/PkI8FW7lozU"><u>https://youtu.be/PkI8FW7lozU</u></a>)</p><p>Chapters:</p><p>00:00 Introduction</p><p>00:35 Jason Ackerman&#39;s Career Update</p><p>02:01 Firm Updates and New Hires</p><p>04:05 Combining Wealth and Tax Services</p><p>06:17 Retirement Planning Advisory</p><p>18:37 Understanding Simple IRA Compliance</p><p>19:14 Revenue Sharing for Accountants</p><p>20:50 Setting Up Retirement Plans with WealthRabbit</p><p>21:37 Employee Engagement and Education</p><p>24:17 Managing Investments and Portfolios</p><p>27:52 WealthRabbit&#39;s Dashboard and Integrations</p><p>34:40 Customer Support and Service</p><p>37:27 Jason Graduates from Accounting High</p><p>🔗 Connect With Us On LinkedIn! 🔗</p><p>Jason Ackerman, CPA</p><p>📎<a href="https://www.linkedin.com/in/jasonlackerman/"><u> https://www.linkedin.com/in/jasonlackerman/</u></a></p><p>Scotty OKR Scarano</p><p>📎<a href="https://www.linkedin.com/in/scottscarano/"><u> https://www.linkedin.com/in/scottscarano/</u></a></p><p>Accounting High</p><p>📎<a href="https://www.linkedin.com/company/accounting-high/"><u> https://www.linkedin.com/company/accounting-high/</u></a></p><p>📎<a href="https://www.accountinghigh.com/"><u> https://www.accountinghigh.com/</u></a></p><p>Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, investing, wealth management, IRA, SEP, retirement planning</p>

Accounting High

Accounting High

248 Simple Retirement Plan Advising (feat. Jason Ackerman, CPA)

FEB 19, 202539 MIN
Accounting High

248 Simple Retirement Plan Advising (feat. Jason Ackerman, CPA)

FEB 19, 202539 MIN

Description

<p>Episode 248</p><p>FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady</p><p>CLASS: #Shoperations</p><p>In this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses.</p><p>📣 Shout Outs: Bernie Ackerman, BNA CPAs &amp; Advisors, Gusto, Ron Baker, Fidelity, Guideline, Human Interest, ADP, Finch, Intuit, Paychex, OnPay</p><p>⬇️Videos Referenced⬇️</p><p>$6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! | Jason Ackerman, CPA</p><p>(<a href="https://youtu.be/PkI8FW7lozU"><u>https://youtu.be/PkI8FW7lozU</u></a>)</p><p>Chapters:</p><p>00:00 Introduction</p><p>00:35 Jason Ackerman&#39;s Career Update</p><p>02:01 Firm Updates and New Hires</p><p>04:05 Combining Wealth and Tax Services</p><p>06:17 Retirement Planning Advisory</p><p>18:37 Understanding Simple IRA Compliance</p><p>19:14 Revenue Sharing for Accountants</p><p>20:50 Setting Up Retirement Plans with WealthRabbit</p><p>21:37 Employee Engagement and Education</p><p>24:17 Managing Investments and Portfolios</p><p>27:52 WealthRabbit&#39;s Dashboard and Integrations</p><p>34:40 Customer Support and Service</p><p>37:27 Jason Graduates from Accounting High</p><p>🔗 Connect With Us On LinkedIn! 🔗</p><p>Jason Ackerman, CPA</p><p>📎<a href="https://www.linkedin.com/in/jasonlackerman/"><u> https://www.linkedin.com/in/jasonlackerman/</u></a></p><p>Scotty OKR Scarano</p><p>📎<a href="https://www.linkedin.com/in/scottscarano/"><u> https://www.linkedin.com/in/scottscarano/</u></a></p><p>Accounting High</p><p>📎<a href="https://www.linkedin.com/company/accounting-high/"><u> https://www.linkedin.com/company/accounting-high/</u></a></p><p>📎<a href="https://www.accountinghigh.com/"><u> https://www.accountinghigh.com/</u></a></p><p>Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, investing, wealth management, IRA, SEP, retirement planning</p>