Jason Staats

Jason On Firms Podcast

Business EN ↓ 624 episodes

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

Author

Jason Staats

Episodes

399 Reacting To 2025 Accounting Trend Hot Takes 13.01.2025 30:14

💰 Today's Sponsors Liveflow https://www.liveflow.io/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats MakersHub https://makershub.ai/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

398 Should Accounting Firms Offer Done-With-You Services? 10.01.2025 48:05

Here’s that old value ladder episode https://youtu.be/6BWc2mBqsEM?si=PRV7jl6AAkkGXl1p 💰 Today's Sponsors Liveflow https://www.liveflow.io/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Corvee https://corvee.com/ StanfordTax https://stanfordtax.com/ Financial Cents https://hubs.li/Q02P4Fz40 MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter h...

397 Debating The Future of Accounting Firm Tech 09.01.2025 31:23

A16z video about accounting tech https://youtu.be/OPRJI8Djfq8?si=0NEIDWo2EDbjSRpk NotebookLM https://notebooklm.google 💰 Today's Sponsors Liveflow https://www.liveflow.io/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Corvee https://corvee.com/ StanfordTax https://stanfordtax.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn ht...

396 10 Recent AI Announcements ACCOUNTANTS Should Be Excited For 08.01.2025 54:16

A rundown of links from today’s discussion! 1️⃣ The shift to AI REASONING Background on how OpenAI’s o1 model works https://openai.com/index/introducing-openai-o1-preview/ AccountingToday’s first ChatGPT CPA exam test https://www.accountingtoday.com/news/we-ran-the-cpa-exam-through-chatgpt-and-it-failed-miserably Their second test, where it passed https://www.accountingtoday.com/news/chatgpt-retak...

395 The Fall of Bench + The State of Productized Accounting 07.01.2025 37:43

💰 Today's Sponsors Liveflow https://www.liveflow.io/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Corvee https://corvee.com/ StanfordTax https://stanfordtax.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social!...

394 10 Ingredients Of An Accounting Firm Pod Structure 06.01.2025 23:16

💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Liveflow https://www.liveflow.io/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.link...

393 Is $150/user/mo Too Much For Accounting Software!? 03.01.2025 35:33

💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Karbon https://karbonhq.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social!...

392 Bookkeeping Tech Predictions for 2025! 02.01.2025 1:14:47

Check these out: Keeper https://keeper.app RightTool https://righttool.app The Twitter Thread https://x.com/jstaatscpa/status/1600254070929121281?s=46&t=XT6m6_jtIaGZNqvqfk5eRw 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast MakersHub https://makershub.ai/ Karbon https...

391 Tax Tech Predictions for 2025! 01.01.2025 1:07:15

Check these out! Soraban https://www.soraban.com Stanford Tax https://stanfordtax.com/ SafeSend https://safesend.com/ 💰 Today's Sponsors Liveflow https://www.liveflow.io/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Karbon https://karbonhq.com/ MakersHub https://makershub.ai/ 🫠 Are...

390 A New Book with a Fresh Approach To Selling 24.12.2024 32:09

Check the book out https://a.co/d/0PJicU3 💰 Today's Sponsors Liveflow https://www.liveflow.io/ MakersHub https://makershub.ai/ Ignition https://www.ignitionapp.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jaso...

389 Are You Hiring GHOST Accountants? 23.12.2024 53:04

📖 Radical Candor https://a.co/d/bNfPEzG 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Ignition https://www.ignitionapp.com/ Karbon https://karbonhq.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accoun...

388 The Trouble With BIG Clients 20.12.2024 53:54

💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Ignition https://www.ignitionapp.com/ Karbon https://karbonhq.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement p...

387 The Argument To Deliver Client Work With a VIDEO 19.12.2024 35:44

Check out the Taxpros Discord http://www.taxprosdiscord.com/ And connect with Derek on LinkedIn https://www.linkedin.com/in/derek-foote-cpa/ X/Twitter https://x.com/WTFoote 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ TruePrep.ai https://www.trueprep.ai/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast 🫠 Are you stu...

386 Consolidating Client Work To A Single Portal? 17.12.2024 18:35

💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com...

385 The Best Way To DOUBLE Profits In Your Firm 16.12.2024 30:55

💰 Today's Sponsors TeamUp https://www.hireteamup.com/ TruePrep.ai https://www.trueprep.ai/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Liveflow https://www.liveflow.io/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on...

384 The Right Number of Apps To Have in an Accounting Firm 13.12.2024 40:04

💰 Today's Sponsors Liveflow https://www.liveflow.io/ TruePrep.ai https://www.trueprep.ai/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Ignition https://www.ignitionapp.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion...

383 How To Get In The Habit of WRITING (and why you should) 12.12.2024 21:11

💰 Today's Sponsors Liveflow https://www.liveflow.io/ Ramp http://ramp.com/jason 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasonc...

382 PAID ADS To Find Accounting Clients… Let’s Debate! 11.12.2024 20:55

381 7 Ways to MAKE Time (cuz you won’t find it) 10.12.2024 33:41

💰 Today's Sponsors Liveflow https://www.liveflow.io/ MakersHub https://makershub.ai/ Ramp http://ramp.com/jason TruePrep.ai https://www.trueprep.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https:/...

380 Helping Your Firm Find Its Voice (+Why You Should) 09.12.2024 22:45

Highly recommend the book DotCom Secrets https://www.amazon.com/DotCom-Secrets-Underground-Playbook-Growing/dp/1630474770 And here’s the podcast episode with Lulu Cheng Meservey https://www.youtube.com/watch?v=QDHWyuNhs-E 💰 Today's Sponsors Liveflow https://www.liveflow.io/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants li...

379 How To Handle The Client That’s Too Much Work! 06.12.2024 39:22

Check out the David Parell Podcast https://podcasts.apple.com/us/podcast/lulu-cheng-meservey-the-pr-class-you-didnt-know-you-needed/id1700171470?i=1000626935566 Here’s the Service Library video https://www.youtube.com/watch?v=T8rQzr3ogkM& 💰 Today's Sponsors Liveflow https://www.liveflow.io/ MakersHub https://makershub.ai/ Ramp http://ramp.com/jason TruePrep.ai https://www.trueprep.ai/ 🫠 Are...

378 The Story Behind The ORIGINAL Accountant Community 05.12.2024 41:18

Check out Jason’s podcast https://thriveal.com/thrivecast/ His YouTube channel https://www.youtube.com/@ThrivealCPANetwork And his community, Thriveal https://thriveal.com/community/ 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com MakersHub https://makershub.ai/ Corvee https://corvee.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are look...

377 A New Community For $1M+ Accounting Firms 04.12.2024 36:08

Check out Brandon’s weekly newsletter https://brandons-newsletter-bcbda5.beehiiv.com/ And apply to join Brandon’s new community 415 here https://docs.google.com/forms/d/e/1FAIpQLScFVNzR9lRytgGbLAcTpatof03GVxtGgwwMWkYlJ2fGOCr4aQ/viewform 💰 Today's Sponsors TeamUp https://www.hireteamup.com Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Corvee https://corvee...

376 The Online Community for New Accounting Firm Owners 03.12.2024 46:11

Check out Logan’s YouTube channel here https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQ His Twitter https://x.com/LoganGrafTax And LinkedIn https://www.linkedin.com/in/logangraf/ And his new community, Counter https://countercommunity.co/ 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Ramp http://ramp.com/jason Corvee https://corv...

375 Inside My Accounting Firm Peer Group Community! 02.12.2024 40:46

Learn more about my community Realize here https://www.rlz.io/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Ramp http://ramp.com/jason Corvee https://corvee.com/ TeamUp https://www.hireteamup.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Tw...