47 minutes | Oct 6th 2020

Scaling a Service-Based Business Using No-Code Tools and Solutions with Jason Staats

Software has come a LONG way in the last decade or so. 

When I started my first business as a professional organizer in 2006, it was still pretty manual.  My business systems consisted of a website, Quicken, a label maker, some file folders, and printed out checklists. I needed physical signatures on my contracts and took checks as payments—and I had a fax number.

It might seem like it was a simpler time before—there was less to keep up with—but our systems were also cumbersome, inefficient, expensive and the idea of building a customized software tool was only available to big companies with big budgets.

Fast forward to today and we have apps and tools that can solve just about any problem in your small business with the click of a button pretty inexpensively. We can automate and streamline our workflows and take advantage of technology to operate a very lean, very profitable service business using tools that you don't need a degree in coding to figure out.

I'm talking about no-code or low-code tools, which means that the tools have been built specifically to enable YOU, someone with no background or experience in building software, to build your own custom tools.

And those tools are very, very powerful when it comes to operating a service business. They can be the key to you taking some time off and knowing that your systems are still flowing, clients are still being taken care of, your team knows exactly what to do. When harnessed, no-code tools can be THE thing that lets you scale to $2M+ with 2 team members. I've seen it happen.

And this month, we're talking about the different ways you can harness these no-code tools to increase your operational capacity, attract new clients, add new evergreen revenue streams—and ultimately grow your business.

To kick us off, I’m talking with one of my accounting friends, Jason Staats, who also happens to be a huge fan of no-code tools. Jason is a CPA in Salem, Oregon. He's a principal at Brenner LLP by day and accounting tech enthusiast by night. Jason spent his first 10 years in the tax profession and has now spent the last five years running a remote CAS team, working with staff and clients across the country.

Jason is especially interested in the intersection of the accounting industry and emergent technology—and, specifically, how we can turn the automation doom and gloom narrative on its head and show accountants how to proactively leverage new technology.

Listen to the full episode to hear:
  • How to use no-code tools to scale operations (because the more efficient the workflow, the more clients you can serve with the same staff, and the more profitable you can be)
  • Using no-code tools to automate workflow—both internal AND with clients
  • How to leverage automated technology so client communication feels really personal 
Learn more about Jason: Learn more about Susan:
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