@nobletaxhelp Curious to know how you presented (add-on for flat fee or hourly, monthly, etc?) Appreciate it.
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astill
179 posts
astill
@TaxStill
Tax/Accounting #taxtwitter. Just trying to do/build cool stuff.
Tejas Katılım Şubat 2020
839 Takip Edilen439 Takipçiler
I set up bookkeeping as an optional item on Ignition when I sent out my engagement letters for everyone and it is really surprising how many people are signing up for the first time. I really should be offering more services to people in general apparently.
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@ShaynaCPA Are you using any of microsoft agents or ai offerings? I trained a few readers with success but lost my trial.
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Regarding AI: I’m wondering how will all of the AIs work together? I’m going to pick one central AI, but every software is building its own. Are those like sophisticated “agents” that will play nice with your main AI?
I’m going to need unselfish AI to make an ecosystem work, right?
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@patrickdichter I thought I remembered you had a cold email post! If so, what segment does that fall under? Been fun following your journey. Congrats!
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We brought on 67 small business clients for bookkeeping and tax services this year. We spent $95k on marketing and here's which marketing channels brought the most clients:
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@JeremyNguyenPhD It looks like you are using 4o for GPT - what model are you using for Claude?
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Tip of my tongue: "what's the phrase for..."
GPT struggles. Claude gets it first try.
Claude is so much better at idiom.
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@Sam_Rosati Are you using a specific service for snail mail marketing?
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What’s the most effective for cold outreach at scale (per day)?
100 emails, 50 snail mail letters, 25 phone calls, or 5 in person visits?
Open to suggestions
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@CIMbuilder Seller finance or include language for training or to contract for an hourly fee?
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AMA: Have a rare free window of time on a Sunday… if anyone’s around, ask me anything.
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@aarkkodur @python_tip Total noob here. What service did you use to host your program in the cloud? Was that replit too? Thanks.
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@python_tip I turned the Microsoft conversion tool into a webapp that runs on your device. Check it out getmarkdown.com
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MarkItDown = a tool from Microsoft to convert Word / Excel / PPT / PDF... to Markdown
github.com/microsoft/mark…
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@WesHartmanAPD is this in your wheelhouse?
astill@TaxStill
@ChrisHervochon @JStaatsCPA @chaddavis @ralphbrooks @tayarndt @ShaynaCPA Bots to read tax documents, rename file, and store in table. Microsoft was nice bc dataverse & Karbon and OneDrive link, so when you tag to workorder, then documents save to onedrive, trigger script.
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@ChrisHervochon @JStaatsCPA @chaddavis @ralphbrooks @tayarndt @ShaynaCPA Bots to read tax documents, rename file, and store in table. Microsoft was nice bc dataverse & Karbon and OneDrive link, so when you tag to workorder, then documents save to onedrive, trigger script.
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@TaxStill @JStaatsCPA @chaddavis @ralphbrooks @tayarndt @ShaynaCPA I haven’t messed with Power Automate in a while. What’s your use case?
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@jrklint @CaseyMericle I don’t think so, owner could be taking out distributions, which would drive down basis? Per usual, it prob depends and devil in details (entity type, sale type - asset v equity).
Haha maybe on-brand, but maybe not.
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@TaxStill @CaseyMericle Maybe. But the sales prices would have to be lower than the basis. Right?
The other idea I had was it’s better for the current oldster and no regard for the future transition.
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The olds shouldn’t sell their property
Why?
They’re gonna lose 40%
Uncle Sam gonna take his slice
Instead master lease it to someone else
Why?
Because you’ll skip the tax upon death
The kiddos will get a step-up in basis
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@adammarkowitzEA I’m out the next few weeks but next time you are back in dfw, we should plan a #taxtwitter get-together. Thanks for all you have done for the community!
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@TaxStill Yup. And I had to look that up and yeah, you're right
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High school football in Texas is uh... different.
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@CaseyMericle I always thought so too. But a family members financial planner has them “selling” the business to the heirs. Deeply discounted but still I wonder how it works.
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@SportsTaxMan, do you know if the fine is pre or post tax for wages?
Enaii@Enaii___
@MattVerderame The important part is that Pacheco is taxed on his income regardless of the fine. He still pays federal, state, and SS tax on the $58K. The fine is a net negative for him. $58k income $20.7K federal tax $3K MO State Income Tax Brings home: ~33K Fine: $45K Total: $-12K 🥴
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@TaxStill Yes, I do do training locally and I also do other AI consulting
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@chaddavis AutomationTown - Week 9 - Chad Davis leveraging AI (specifically @elevenlabs) in your biz?
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Best use case for AI = setting up an @elevenlabs voice agent to call the local @handelsicecream to ask when candy cane/peppermint is coming in...twice a day with different voices until they make it.
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