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
299 The Big Decision Your Firm Needs To Make 08.08.2024 26:25
Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/Fear-Setting-with-Tim-Ferriss.pdf 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are y...
298 Ask Clients These Questions To Increase Profit $$$ 07.08.2024 33:22
Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 💰 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://...
297 Let’s Attract Niche Clients to this Accounting Firm 06.08.2024 25:04
💰 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...
296 How To Grow Your Accounting Firm Beyond Upwork 05.08.2024 29:52
💰 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...
295 How To Close More Sales in your Accounting Firm 02.08.2024 38:38
💰 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...
294 Who Would Be Your First 20 Hires? ft. Chad Davis 01.08.2024 56:52
Check out Chad’s new automation community! https://automationtown.io/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr 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/ 🗣️ Continu...
293 Here’s Why You Shouldn’t Standardize Your Accounting Firm 31.07.2024 28:49
💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK7Llr 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/JStaats...
292 Running A Half-Time Tax Advisory Practice ft. Josie Parr 30.07.2024 41:36
Check out Josie’s upcoming event here! https://profitablelifestylefirm.com/ Shoot her an email with questions at josie@solotaxcoach.com Here’s her coaching site https://solotaxcoach.com/ And her firm site https://jparrcpa.com/ 💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🫠...
291 9 Things Accounting Firms DON’T Have To Do Anymore 29.07.2024 33:42
💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK7Llr 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/JStaats...
290 Is Value Pricing Amoral? 26.07.2024 33:42
Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 And check out Jonathan Stark’s work https://jonathanstark.com/ 💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK...
289 How Subscription Pricing Changes Accounting Firms 25.07.2024 33:10
Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 And check out Jonathan Stark’s work https://jonathanstark.com/ 💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK...
288 How to ACTUALLY Implement Value Pricing in your Firm 24.07.2024 39:26
Here’s that risk & sensitivity guide I mentioned at the top of the show https://docs.google.com/spreadsheets/d/1Ofw37gWY6evmE8mvfpVCBz2k_5l6FJ_aMqdFh8j43Yo/edit?usp=sharing Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Profe...
287 Overcoming Client Resistance to Pay You More 23.07.2024 24:28
Here's a worksheet I built out with a bunch of ideas for how to overcome the customer risks & pricing sensitivities discussed today 👉 https://docs.google.com/spreadsheets/d/1Ofw37gWY6evmE8mvfpVCBz2k_5l6FJ_aMqdFh8j43Yo/edit?usp=sharing Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s...
286 The Good & Bad of Value Pricing in 2024 22.07.2024 28:42
Grab the two books discussed today: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 And check out Jonathan Stark’s work https://jonathanstark.com/ 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp...
285 How To Make Your Accounting Firm Attractive to Buyers 19.07.2024 31:21
💰 Today's Sponsors Ignition https://www.ignitionapp.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
284 Attracting Better Talent to your Firm in 2024 18.07.2024 26:56
💰 Today's Sponsors Ignition https://www.ignitionapp.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
283 Debating an AI of Myself To See Who’s The Better Advisor 17.07.2024 37:51
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
282 The First 20 Hires I’d Make in My Accounting Firm 16.07.2024 39:32
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
281 What Work Should be FREE and What Work Should be PAID 15.07.2024 30:04
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
280 How To Find People Who Run Firms Like Yours! 12.07.2024 33:55
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
279 How To Charge For Catchup Work & Back Tax Work 11.07.2024 31:25
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
278 4 Ways To Repurpose A Client Meeting Into Content 10.07.2024 28:06
💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
277 This Accounting Student Just Took Over Their Mom’s Firm 09.07.2024 30:20
💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
276 The Leading Bottleneck for Firms (and how to beat it) 08.07.2024 26:30
💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr 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
275 AI Can Automate Client Delivery, But Should We Let It? 05.07.2024 33:06
💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr 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
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