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
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Jason Staats
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Latest episode
Jul 10, 2026
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Episodes
324 How To Run A Profitable PAYROLL Practice! 12.09.2024 42:59
Find Matthew on social https://www.linkedin.com/in/dmatthewpatrick/ Check out his poorly named service for firms https://www.whirks.com/partner-with-whirks And check out PASBA here https://pasba.org/ 💰 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 progr...
323 Build A Quick AI Coach To Train Yourself & Your Team 11.09.2024 29:37
💰 Today's Sponsors MakersHub https://makershub.ai/ 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:...
322 The Secret to Retaining Talent in Accounting Firms 10.09.2024 24:45
💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax 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! Twitter https://twitter.com/JStaatsCPA LinkedIn...
321 Turning Technical Expertise into Sellable FRAMEWORKS 09.09.2024 32:26
Catch this year-old talk from Russell Brunson about FRAMEWORKS here 👉 https://podcasts.apple.com/us/podcast/finding-your-voice-creating-selling-your-frameworks/id1315130618?i=1000666625431 Check out the client battler podcast episode 👉 https://youtu.be/NvQnNKAfW-M 💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax...
320 AI-Developed Software - A Productivity Unlock for Accountants? 06.09.2024 31:54
Riley Brown, a guy on Twitter building software without writing code https://twitter.com/rileybrown_ai Karbon Practice Marketplace https://karbonhq.com/practicemarketplace Spam Noah’s LinkedIn post here https://www.linkedin.com/posts/noahskiles_today-on-jason-daily-jason-staats-cpa-talked-activity-7235268474950840320-Kw1F 💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.l...
319 Should Firms Use Mainstream Tech or Accounting Software? 05.09.2024 26:57
💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax 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! Twitter https://twitter.com/JStaatsCPA LinkedIn...
318 9 Things You Know but Need To Be Reminded Of Today 04.09.2024 26:25
Accounting Cornerstone https://accountingcornerstone.org/ WorkflowCon https://workflowcon.com/ 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Stanford Tax 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.car...
317 Accounting Firms: Here’s How to Manage Client Logins 03.09.2024 37:17
Relay https://relayfi.com/ Mercury https://mercury.com/ 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep 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!...
316 Training Tools to Navigate Tricky Client Conversations 02.09.2024 35:44
Take a spin with the client battler here 👉 https://chatgpt.com/g/g-JifUt9kTz-client-battler 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep 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/...
315 It might be time to turn this podcast off 30.08.2024 33:29
💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep 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://w...
314 How Commenting On A Video Led to Launching An Accountant Community 29.08.2024 38:50
If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/ And the side hustler podcast here https://www.youtube.com/playlist?list=PLiSD0u4Cl2fjGhr-puxVzD0yuqlSCpZx3 Brian Tracy Book 👉 https://a.co/d/gBOUhXR 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffin...
313 The Accounting Firm Workflow Hack: Postponement 28.08.2024 31:35
💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.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:...
312 MEETING TECH for Professional Services in 2024 27.08.2024 31:16
💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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:/...
311 Should Accounting Firms do MORE or LESS? 26.08.2024 38:03
Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are look...
310 A Better Client Experience to Drive PROFIT 23.08.2024 39:50
💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.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:/...
309 How To Approach The Sales Process Ft. Brandon Hall 22.08.2024 49:33
Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/ 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.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 platform: https://jason.careers/...
308 How Accounting Firm Partnerships Work 21.08.2024 27:12
💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.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 platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn...
307 Tax Pros: What To Know About Working With Bookkeepers 20.08.2024 28:56
The TallyFor trial balance app I mentioned https://www.tallyfor.com/ Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking fo...
306 Bookkeepers: What To Know About Working With Tax Pros 19.08.2024 31:46
Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.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 platform: https://jas...
305 How To Price The Tiers of your Accounting Proposals 16.08.2024 24:43
Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 The AI app discussed, Wordware https://www.wordware.ai/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for account...
304 The State of AI Adoption In Accounting in 2024, and What’s To Come 15.08.2024 1:00:26
Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looki...
303 The 15 Reasons To NOT Specialize Your Accounting Firm 14.08.2024 43:04
💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.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:...
302 The Best Tax Software for US Accounting Firms (And What’s New In 2024) 13.08.2024 35:28
⚒️ Apps mentioned today (let me know if I missed any) Drake for tax prep https://www.drakesoftware.com/ Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-cs CCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/tax Lacerte https://accountants.intuit.com/tax-software/lacerte/ Intuit ProConnect for tax prep https://accountants.intuit.com/ Pitbull for tax res...
301 The 22 Types of Software Your Accounting Firm Needs 12.08.2024 35:32
⚒️ Apps mentioned today (let me know if I missed any) Copilot for client portal stuff https://www.copilot.com/ Karbon for client-centric PM things https://karbonhq.com/ SafeSend for tax workflows https://safesend.com/ Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-software Discord for team chat https://discord.gg/ Slack for team chat https://slack.com/ Zoo...
300 Pros & Cons of Relationship Managers in Firms 09.08.2024 28:54
The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like yo...
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