Jason Staats
Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Author
Jason Staats
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Latest episode
Jul 10, 2026
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Episodes
349 Scaling An Accounting Firm from $1M to $3M 17.10.2024 57:46
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ 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 LinkedIn htt...
348 Scaling An Accounting Firm to $1M in 2025 16.10.2024 1:01:18
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Financial Cents https://hubs.li/Q02P4Fz40 Safesend https://bit.ly/learn-more-about-ss 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/ 🗣️...
347 Running a Solo Accounting Firm that Prints Money in 2025! 15.10.2024 50:18
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/ Safesend https://safesend.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...
346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide 14.10.2024 1:10:29
Practice Management Systems I recommend for side hustle firms: https://www.myfirm360.com/ https://taxdome.com https://financial-cents.com/ https://keeper.app/ https://clienthub.app https://www.getcanopy.com/ Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.igniti...
345 Is Accounting Firm Tech Getting Too Expensive? 11.10.2024 33:29
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Ignition https://www.ignitionapp.com/ Financial Cents https://hubs.li/Q02P4Fz40 🫠 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/JStaatsCP...
344 The EASY Way To Market Your Accounting Firm 10.10.2024 41:34
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 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...
343 My Secret To Strategic Delegation 09.10.2024 32:48
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Corvee https://corvee.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! Twit...
342 13 Tips to Select Better Accounting Firm Tech 08.10.2024 32:22
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Corvee https://corvee.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! Twit...
341 Intuit Stealing Your Clients - A 2024 Guide (Updated!) 07.10.2024 37:26
The spreadsheet comparing your offering to other productized offerings https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharing Check out the pod episode about it https://youtu.be/kMRn73VOEnk?si=sVMezGxgWDUtdLSp 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantst...
340 Don’t Post On Your Firm’s Social Media Accounts 04.10.2024 33:50
More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktop Australian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.clou...
339 The 3 Things Accounting Firms Need To NAIL Before Year End 03.10.2024 30:31
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Financial Cents https://hubs.li/Q02P4Fz40 🫠 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...
338 Accounting Firm Websites Are Dead ☠️ Build This Instead 02.10.2024 34:19
If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financ...
337 3 Ways To Make Junior Accounting Staff Higher Output 01.10.2024 35:56
Watch the first part of the Service Library series 👉 https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAv Swipe the AI usage policy here 👉 https://youtu.be/HoRbBtt_rh8?si=bPjQ4xOPzmnubAUW 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4...
336 Should Bookkeeping Firms Get Into Tax Work? 30.09.2024 31:14
Check out Liveplan here 👉 https://www.liveplan.com 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platf...
335 Your Firm Picked The Wrong NICHE - Now What? 27.09.2024 35:40
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 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...
334 Can AI Fix My Client’s Accounting Ledger? 26.09.2024 29:59
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast Financial Cents https://hubs.li/Q02P4Fz40 🫠 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...
333 What’s The Best AI Model for Accounting In 2024? 25.09.2024 35:49
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Bookkeep https://www.bookkeep.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
332 Attract Better Clients by issuing a REPORT 24.09.2024 26:02
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.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://...
331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow 23.09.2024 33:01
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.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://...
330 Questions To Ask EVERY Lead Before Making Them a Client 20.09.2024 39:09
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.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://...
329 Is The New OpenAI Model Any Good at Accounting? 19.09.2024 39:04
Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policy Also made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corvee https://corvee.com/ Bookkeep https://www.bookkeep.com/ 🫠 Are you stuck in a legacy firm? Over 100 progressiv...
328 Make THIS Change To How You Manage Your Calendar 18.09.2024 31:51
Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.html We explored client relationship managers further in D300 https://youtu.be/_BN5E2XAlEU?si=PmxO3nWlZ5oR9Mlf And I drafted my first 20 team members in D282 https://youtu.be/LbCyatwWj1k?si=Bw3l3lO-twaVQi6e 💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Corv...
327 This Accounting Firm Just Decided to Niche Down 17.09.2024 30:33
🤖 Association Discovery Prompt: ”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are associations, governing bodies, or organizations that certify for things that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the...
326 DOUBLE Your Profitability With A Better Renewal Strategy 16.09.2024 39:40
💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.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://...
325 Why Big Accounting Firms Can Charge Big Prices 13.09.2024 29:06
Check out Spark 👉 https://ai.rightworks.com/ 💰 Today's Sponsors FinDaily https://findaily.io/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly http://forwardly.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...
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