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Jason Staats⚡ Profile picture
@JStaatsCPA
Aug 18, 2020 • 12 tweets • 4 min read • Read on X
If you're still considering whether #nocode has relevance to accountants:

Here are 7 tools I've prototyped in the last 3 months while managing a 3,600 client firm through a pandemic

It isn't as hard as you'd think

👇
1/ PPP reporting

We were issuing these reports the week after the PPP began, and have run over 1,000 of them to-date

2/ Client request framework

A platform-agnostic approach to requesting client info at scale

3/ Scorecarding

Report generation tech that we're just starting to scratch the surface with. There are a thousand ways to sell this tech, and it's fully automated.

4/ PPP employee limitation tracking

An employee-by-employee breakdown of the different forgiveness limitations. We sold this report in our highest-tier PPP support offering.

5/ Bespoke Slack apps

The support team needs easy access to frequently requested files, so we pulled secure links into Slack.

6/ PPP FTE method comparison

My clients don't understand how FTE methods are calculated, but I can show them we've done the work. This report requires 4 inputs.

7/ Scalefactor dashboarding

A quick & dirty example showing how you could build your own version of Scalefactor's party-piece, the client dashboard.

Each took 1-4 hrs to build, and have come to life in the last 3 months

These are each flashy tools but the most important developments have happened behind the scenes, improving the efficiency of the team.
I'd be lying if I told you this wasn't the product of many years of learning. The difference today is these tools are now more accessible than ever.

So where to start?
I'm launching an online accelerator for accountants centered around the things we should be doing as a community, rather than in parallel:

-Building tools
-Bespoke integrations
-Learning new skills
-Troubleshooting inefficiencies
-Creating client content
Let's quit wasting time solving for the same problems on our own, and instead build 👉shared👈 solutions together

Sign your name on the 🌵 and let's build the future of the profession as a community 🙌

mailchi.mp/d4956364c8b7/n…

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More from @JStaatsCPA

Jason Staats⚡ Profile picture
Jul 27, 2023
Last week's ChatGPT update made it easier to dial in what you want from the model

How it works, swipeable prompts for tax research, emails + more 👇 Image
In this thread I'll run you through how it works

And how to get access to my most popular prompts for bookkeeping, tax & client mgmt tasks

Newly rewritten for custom instructions 🎉
‘Custom Instructions’ tailor how the model responds... every time

You no longer have to keep pasting in your favorite prompts

Load up custom instructions and they're now persistent

Here's how to enable it, and why it's particularly helpful for your team: Image
Read 13 tweets
Jason Staats⚡ Profile picture
Mar 16, 2023
Check this out

I'm using GPT-4 to help me categorized ambiguous accounting transactions

How it works & a swipeable prompt for you to do the same: Image
You paste a list of transactions into ChatGPT

The ugly bank ones where you have to Google it

And it fetches the most likely merchant, links the website, guesses the categorization, and gives a one sentence explainer of what the merchant does Image
To make it more accurate, the initial prompt will ask you for their location, and what type of business it is

This narrows down the likely list of merchants, and better targets the merchants that sort of business would be likely to purchase from Image
Read 9 tweets
Jason Staats⚡ Profile picture
Mar 15, 2023
For tax pros, what happened yesterday may be the most significant profession-shifting event in decades

OpenAI created a wave that is bigger than any of us, whether we agree with it or not

Some thoughts on how best to navigate the coming months 👇
GPT-4 was quite possibly the most anticipated product launch of all-time

It was an expansion of GPT3.5, the technology behind ChatGPT the fastest growing app of all time and by some accounts a civilization-altering tool

So the excitement behind GPT-4 was understandable
OpenAI ran a 20 minute live stream showing new capabilities

And how did they end it? What was the "one more thing" to cap it off?

Using GPT-4 to prepare your taxes ☠️
Read 24 tweets
Jason Staats⚡ Profile picture
Jan 28, 2023
This one goes out to the real ChatGPT nerds

A reusable framework to turn json menu objects into a text-based menu system

How it works + a swipe file:
I have an array of json menu objects with

ID
label
Array of options objects

Each option has a label
And a destination, the id of the menu to nav to if selected Image
I explain the json data structure to CGPT, and to only provide the menu label + a list of nav options

In my experience it works flawlessly
Read 5 tweets
Jason Staats⚡ Profile picture
Jan 5, 2023
Ready for your mind to be blown? 🤯

Here's an easy way to set up reusable data transformations

🌈With AI🌈 Image
We'll create a reusable workflow for the age-old problem:

- App A exports a CSV in one format
- App B imports a CSV in a different format

Start by loading the App A export CSV into ChatGPT Image
List out all the transformations you need to make. Here's what I need to do with this data set:

1️⃣ Change the date format from DD/M/YYYY to MM/DD/YY
2️⃣ Remove the Useless ID column
3️⃣ Combine the debit & credit columns into an "Amount" column Image
Read 35 tweets
Jason Staats⚡ Profile picture
Jan 3, 2023
Last week I generated over a thousand images with AI

I'd never messed with AI art previously

Here's a quick thread about what I learned, and some non-obvious use-cases to consider:
Understanding AI art seemed like a great hack so I set myself the goal of generating supporting images for an existing story

Like, something that could be a coffee-table book
Using an existing story is a helpful constraint

Chucking things like "queen elizabeth as a monster truck" into an AI art generator is fun

But for it to actually be useful, you need to learn how to craft a prompt to give you something very specific in return
Read 16 tweets

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