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

374 Should Accounting Firms Avoid Black Friday Deals? 29.11.2024 29:06

💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Ramp http://ramp.com/jason Corvee https://corvee.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://jason.careers/ 🗣️ Continue the discussion on social! Twitter http...

373 A New AUTOMATION Community for Accounting Firms 27.11.2024 43:57

Check out Chad’s automation community here! https://automationtown.io/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Ramp http://ramp.com/jason Client Hub https://www.clienthub.app/ 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 p...

372 The Community To Help You Build an ‘Autopilot’ Accounting Firm 26.11.2024 36:25

Check out Ryan’s community, Future Firm Accelerate https://futurefirmaccelerate.com/ And be sure to join his weekly newsletter here! https://futurefirm.co/newsletter/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Ramp http://ramp.com/jason Client Hub https://www.clienthub.app/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast 🫠 Are you stuck in a legacy...

371 Behind The Scenes of a New Accountant Community 25.11.2024 42:54

Learn more about Mike & Rebecca’s community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationroom.circle.so/ 💰 Today's Sponsors Client Hub https://www.clienthub.app/ Karbon https://karbonhq.com/ Ramp http://ramp.com/jason LiveFlow https://bit.ly/3tK7Llr 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants l...

370 How To Make the Clients You Already Have Better! 22.11.2024 31:09

💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com Client Hub https://www.clienthub.app/ 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! Twitter https://twitter.com/JStaatsCPA LinkedIn http...

369 The Business Math Your Accounting Firm Needs to See 20.11.2024 46:35

💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Karbon https://karbonhq.com/ TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🫠 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 htt...

368 6 Ideas to build Urgency & Scarcity into Renewals 18.11.2024 25:09

Check out $100M offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/B09BK52JFJ 💰 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...

367 The Future of Workpaper Management for Accountants 15.11.2024 24:24

NotebookLM https://notebooklm.google 💰 Today's Sponsors LiveFlow https://www.liveflow.io/ Client Hub https://www.clienthub.app/ 🫠 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/...

366 6 Ways Firms Can Stop Trading Time for Money 13.11.2024 30:37

💰 Today's Sponsors LiveFlow https://www.liveflow.io/ Karbon https://karbonhq.com/ Client Hub https://www.clienthub.app/ 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 on social! Twitter https://twitter.com/JStaatsCPA LinkedI...

365 Advice Before You Buy A Practice Management System 11.11.2024 30:53

💰 Today's Sponsors LiveFlow https://www.liveflow.io/ Client Hub https://www.clienthub.app/ Ignition https://www.ignitionapp.com/ 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! Twitter https://twitter.com/JStaatsCPA LinkedI...

364 The Right And Wrong Place to be CHEAP In Your Firm 08.11.2024 37:43

💰 Today's Sponsors LiveFlow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 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 on social! Twitter https://twitter.com/JStaatsCPA L...

363 Building a BETTER Checklist in your Accounting Firm 07.11.2024 31:28

The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW 💰 Today's Sponsors LiveFlow https://www.liveflow.io/ TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 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 platfor...

362 The WRONG Way To Grow Your Accounting Firm 06.11.2024 22:42

💰 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...

361 Overcoming Fear When Changing Tech in your Firm 05.11.2024 34:50

Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf 💰 Today's Sponsors LiveFlow https://www.liveflow.io/ Client Hub https://www.clienthub.app/ TeamUp https://www.hireteamup.com/ 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 p...

360 The Power of SCRIPTS For Accounting Firms 04.11.2024 22:24

6 things your script should have 1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they need something or not 2. Identify the stages of the conversation, the general arc you want 3. List good open ended questions for each stage of the convo 4. Include handing for common scenarios in each stage 5. Include stages that repeat back to the cl...

359 A Peek Into The Future of AI Accounting Tech 01.11.2024 41:54

Check out JasonBot https://www.delphi.ai/jasonstaats The software email list https://www.jasononfirms.com/software-newsletter Perplexity https://www.perplexity.ai 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ FinDaily https://findaily.io/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=2...

358 How To Launch An Accounting Firm WITHOUT Tax Expertise 31.10.2024 31:25

My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr FinDaily https://findaily.io/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy firm? Over 100 pro...

357 Overcoming The Fear Of Firing A Tricky Client 30.10.2024 32:11

Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ FinDaily https://findaily.io/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🫠 Are you stuck in a legac...

356 Redefine Your Business & Career in 12 Months 29.10.2024 22:52

💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ 🫠 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.co...

355 Storytelling That Attracts BETTER Clients 28.10.2024 29:45

💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants FinDaily https://findaily.io/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: htt...

354 Should Accounting Firms Have Portals Or PMs? 25.10.2024 27:49

💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Client Hub https://www.clienthub.app/ Mercury https://mercury.com FinDaily https://findaily.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://w...

353 Making The Hard Decision to LEAVE A Firm 24.10.2024 39:03

Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Safesend https://bit.ly/learn-more-about-ss FinDaily https://findaily.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 t...

352 How I Built A Great Lead Magnet (And You Can Too!) 22.10.2024 36:28

Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1 How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Karbon https://karbonhq.com/ FinDaily https://findaily.io/ 🫠 Are you stuck in a legacy firm? Over 100 pro...

351 The EASY Way to Fire Accounting Clients 21.10.2024 13:18

🫠 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/@jasoncpa

350 How I Grew My Accounting Firm Past $5M 18.10.2024 1:00:16

Dark Horse CPA https://darkhorse.cpa/ Breakaway Bookkeeping & Advising https://breakawayba.com/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Safesend https://bit.ly/learn-more-about-ss FinDaily https://findaily.io/ Karbon https://karbonhq.com/ Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are look...