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
249 7 secret tools social media wizards use (for accounting firms) 27.05.2024 36:34
🛠️ Tools from today’s pod Hemingway App https://hemingwayapp.com/ Otter AI https://otter.ai/ Claude https://claude.ai/ Hypefury https://hypefury.com/ Typeshare https://typeshare.co/ Taplio https://taplio.com/carousel 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienth...
248 Does The Name Of Your Accounting Firm Matter? 24.05.2024 33:12
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
247 Pros & Cons of Buying A Firm in 2024 23.05.2024 40:02
Check out Patrick’s new pod Inspired or Acquired https://inspiredoracquired.transistor.fm/ And following his Twitter here https://twitter.com/patrickdichter 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https:...
246 Networking With Consultants To Find Better Clients 22.05.2024 30:29
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
245 Imagine You Just Bought This 7,000 CLIENT FIRM - What Now? 21.05.2024 33:22
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com Client Hub https://www.clienthub.app 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats YouTube https://www.youtube.com/@jasoncpa
244 Will A “Digital Employee” Be Your Next Hire? 20.05.2024 40:09
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
243 Would I Ever Start Another Accounting Firm? 17.05.2024 41:09
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
242 The Wealth Ladders of Accounting Firms 16.05.2024 31:44
The job project I mentioned if you’re an accountant looking for a better gig https://jason.careers/ Here’s the original wealth ladder blog post https://nathanbarry.com/wealth-creation/ And a link to the illustration I was marking up https://drive.google.com/file/d/1wM0PWSOQLQPjIJHvmPaJQm2m3o60bN-f/view?usp=sharing 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.co...
241 What OpenAI’s New GPT-4o Means for Accountants 15.05.2024 29:50
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
240 They Pivoted to vCFO - Here’s How It’s Going 14.05.2024 26:15
Get your own firm roasted 👉https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Melio https://melio.zoom.us/webinar/register/WN_ckaZEx5vTteOYo8G356yTQ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn http...
239 How Your Online Network Leads to More Profitable Work 13.05.2024 43:05
Prompt to draft a cold DM to cold on a podcast: You're going to help me draft a cold DM to a podcast host, because I want to be interviewed on the pod I use the following framework for writing cold DMs: • Call out related pod episode they did that you liked and why in 1 sentence • Explain what you do in 1 sentence (i run a tax & accounting firm that specializes in the same type of people who a...
238 The RIGHT Way To Build An SOP In An Accounting Firm 10.05.2024 37:20
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners TechGuru https://www.techguruit.com/ 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
237 How To Get Down to 40 Hours Per Week! 09.05.2024 37:13
Geraldine's links 👇 Podcast https://www.businessstrategyforcpas.com/ Website https://geraldinecarter.com/ LinkedIn https://www.linkedin.com/in/geraldine-carter/ Grab the new book here! https://geraldinecarter.com/book 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners TechGuru https://www.techguruit.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discuss...
236 BASIC Email Marketing for Accounting Firms 08.05.2024 33:05
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners TechGuru https://www.techguruit.com/ 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
235 17 Apps Your Firm Might Just Fall In Love With 07.05.2024 25:54
1. Scribe https://scribehow.com/ 1.5 Whale https://usewhale.io/ 2. TextExpander https://textexpander.com/ 3. My task LMS https://mytasklms.com/ 4. Motion https://www.usemotion.com/ 5. GoHighLevel https://www.gohighlevel.com/ 6. RightTool https://righttool.app/ 7. Pitbull tax resolution software https://www.pitbulltax.com/ 8. Ignition https://ignitionapp.com/ 9. Snipd https://www.snipd.com/ 10. Rea...
234 Shortcuts That Will Transform Your Firm 06.05.2024 35:26
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Uku https://getuku.com/1y-winners Copilot https://www.copilot.com/solutions/accounting-client-portal 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
233 Answering Your Questions About Fully Scheduled Work! 03.05.2024 32:49
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ LiveFlow https://bit.ly/3tK7Llr RightWorks https://www.rightworks.com/rightnow Code: STAATS15 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
232 Transitioning Your Firm to Scheduled Work 02.05.2024 32:13
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ LiveFlow https://bit.ly/3tK7Llr RightWorks https://www.rightworks.com/rightnow Code: STAATS15 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
231 Building A Fully Scheduled Accounting Firm 01.05.2024 36:24
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ LiveFlow https://bit.ly/3tK7Llr RightWorks https://www.rightworks.com/rightnow Code: STAATS15 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
230 How Firms Are Moving To Fully-Scheduled Work - Part 2 30.04.2024 50:54
💰 Today's Sponsors Firm360 https://www.myfirm360.com/ TeamUp https://www.hireteamup.com/ LiveFlow https://bit.ly/3tK7Llr RightWorks https://www.rightworks.com/rightnow Code: STAATS15 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
229 How Firms Are Moving To Fully-Scheduled Work - Part 1 29.04.2024 37:49
💰 Today's Sponsors Firm360 https://www.myfirm360.com/ TeamUp https://www.hireteamup.com/ LiveFlow https://bit.ly/3tK7Llr RightWorks https://www.rightworks.com/rightnow Code STAATS15 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
228 Should Accounting Firms Let Clients TEXT Them!? 26.04.2024 48:50
Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ Firm360 https://www.myfirm360.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
227 How AI Is About To Make Accounting Quality Assurance Easier 25.04.2024 41:01
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ Firm360 https://www.myfirm360.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
226 Standardized Response Times in Accounting Firms 24.04.2024 36:00
Here's the episode where we built my AI clone https://youtu.be/LfUvQhIJpkQ?si=-M-DqSB47m5HQy-K 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal Firm360 https://www.myfirm360.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/js...
225 Rethinking Delegation in Accounting Firms 23.04.2024 34:58
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal Firm360 https://www.myfirm360.com/ 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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