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
174 Slow Vs Fast Marketing in Accounting Firms 24.01.2024 23:36
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
173 4 Questions Accounting Leaders Should Ask Themselves 21.01.2024 27:57
Here's the companion video from the main channel https://youtu.be/VJ-IIGj6BMI 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
172 Should Accounting Firms Sell Courses? 19.01.2024 32:13
Here's that niche ChatGPT convo: https://chat.openai.com/share/443e0653-06bc-4c4c-a2bd-ea7d3d845086 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.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.you...
171 Ongoing Services Are Costing Your Firm Profit 18.01.2024 24:00
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
170 Shut Up And Make Something! 16.01.2024 30:19
Here's that ridiculous thing I made 🫠 I hope you like it https://youtu.be/9ocqDrWYivs?si=OpwIFshIopyIbuV5 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.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://...
169 Managing Knowledge In An Accounting Firm 12.01.2024 32:55
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
168 My 2024 AI Predictions for the Accounting Profession 10.01.2024 51:56
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
167 Designing An Accounting Firm Around Client Needs 08.01.2024 34:47
Jay Clouse's Problems Database https://x.com/jayclouse/status/1737493951341359582?s=20 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
166 Launch A New Accounting Firm Or Stay Put 05.01.2024 31:10
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
165 A Guide To Renewals in Accounting Firms 03.01.2024 34:12
The renewal tools I mention: Knuula https://knuula.com/ Ignition https://ignitionapp.com/ GoProposal https://goproposal.com/ Anchor https://www.sayanchor.com/ Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing. That swipeable bit abo...
164 Santa's Top Tips for Accounting Firms 01.01.2024 36:05
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
163 Should Accounting Firms Offer Discounts? 15.12.2023 27:46
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
162 Don't Watch This One It's About Timesheets 14.12.2023 38:28
Chad's bear camp highlight reel: https://vimeo.com/403815235/b5d43c4cb9 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Forwardly https://www.forwardly.com/ TeamUp https://www.hireteamup.com/ LiveFlow https://bit.ly/3tK7Llr 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https:...
161 Leaning into Entrepreneurship as an Accountant 13.12.2023 27:13
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly https://www.forwardly.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
160 The 9 Ways to Prep Your Accounting Firm for 2024 12.12.2023 30:04
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Forwardly https://www.forwardly.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
159 The 61 Best New Things for Accounting Firms in 2023 11.12.2023 23:45
💰 Today's Sponsors TeamUp https://www.hireteamup.com/ Forwardly https://www.forwardly.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://bit.ly/3tK7Llr 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa 🔨 Tools mentioned in this episode: Rize ht...
158 How to Network When You're A Shy Accountant 08.12.2023 23:33
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Forwardly https://www.forwardly.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
157 Why Every Accounting Firm Needs a COO 07.12.2023 31:00
The Second in Command book https://www.amazon.com/Second-Command-Unleash-Power-Your/dp/B0BR62BXBZ?crid=10BH636ZXI3BI&keywords=second+in+command&qid=1701796354&sprefix=second+in+comman,aps,514&sr=8-1 The HBR Article https://hbr.org/2006/05/second-in-command-the-misunderstood-role-of-the-chief-operating-officer The pod where I ran through my email delegation process https://youtu.be/...
156 How to Brand An Accounting Firm in 2024 06.12.2023 31:05
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal FinDaily https://www.findaily.io/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
155 Put Your Accounting Firm Marketing on Autopilot 05.12.2023 27:07
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal FinDaily https://www.findaily.io/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
154 The Self-Destructing Accountant 04.12.2023 31:42
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal FinDaily https://www.findaily.io/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
153 What If You Never Fired Another Accounting Client? 01.12.2023 34:25
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal FinDaily https://www.findaily.io/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
152 BETTER Change Management in Accounting Firms 30.11.2023 34:34
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
151 5 Lessons from Ryan Reynolds for Accounting Firms 29.11.2023 25:51
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
150 Using Admins for Technical Reviews in Accounting Firms 28.11.2023 30:44
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.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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