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
149 Accountants: Here’s How To Find Your Perfect Client 27.11.2023 30:58
💰 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
148 The State of Accounting AI 22.11.2023 26:34
Other content referenced in this episode: How to use AI for research https://youtu.be/VfGiIj5YUog?si=Z4gVW2RPvSFkryfQ Building a preaccounting process https://youtu.be/tBOn5XDiwdQ?si=fqXLb9q_NjKeCGKS Develop an AI usage policy https://youtu.be/gxTH7_iUcpk?si=Z4-qPdarBVDIGpx6 The path to fully automated bookkeeping https://youtu.be/gqc5I5NLm8Q?si=KAxuImukjoFmgR5p 🗣️ Continue the discussion on socia...
147 Why Accountants Should Educate Accountants 21.11.2023 34:22
Check out Ashley's AI course https://kta.ai/ Ashley's LinkedIn https://www.linkedin.com/in/ashley-francis-seattle/ Ashley's X https://twitter.com/seattle_tax 💰 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 discu...
146 Making Hard Choices in an Accounting Firm 20.11.2023 36:23
Tim Ferriss' Ted Talk https://youtu.be/5J6jAC6XxAI?si=YtZXaAuOb76QcMEF A doc for going through the framework https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf 💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Copilot https://www.copilot.com/solutions/accounting-client-portal Forwardly https://www.forwardly.com/ Cloud Accountant Staffing https://www.cloudaccou...
145 The Wrong Way To Run An Accounting Practice in 2023 17.11.2023 30:49
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Forwardly https://www.forwardly.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
144 The Story of an Improv Accountant 16.11.2023 30:38
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Forwardly https://www.forwardly.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
143 The 6 Risks Of Niching Your Accounting Firm 14.11.2023 25:02
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Forwardly https://www.forwardly.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
142 Why Your Accounting Firm Needs A Preaccounting Process 13.11.2023 29:18
💰 Today's Sponsors LiveFlow https://bit.ly/3tK7Llr Forwardly https://www.forwardly.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
141 How To Get Clients To Stop Calling Your Accounting Firm 10.11.2023 32:15
💰 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
140 Does A Big Twitter Following Help Your Accounting Firm? 09.11.2023 38:09
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Pronto Tax School https://www.prontotaxschool.com/ 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/@jasoncp...
139 What OpenAI's Latest Announcements mean for Accountants 08.11.2023 34:51
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Pronto Tax School https://www.prontotaxschool.com/ 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/@jasoncp...
138 The First Step to Systematize Your Accounting Firm 07.11.2023 30:32
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Pronto Tax School https://www.prontotaxschool.com/ 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/@jasoncp...
137 The Best Change You Can Make to your Accounting Firm Website 06.11.2023 30:46
Here's yesterday's video https://www.youtube.com/watch?v=Qh1CFWtv1TI And a link to use the ChatGPT conversation discussed in this episode https://chat.openai.com/share/eb445360-654c-4178-9a1d-423b8b9206f3 💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Pronto Tax School https://www.prontotaxschool.com/ LiveFlow https://bit.ly/3tK7Llr Cloud Accountant Staffing...
136 Using Internal AI Chatbots in Accounting Firms 03.11.2023 33:31
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Pronto Tax School https://www.prontotaxschool.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/@jasoncp...
135 Working ON THE BUSINESS in an Accounting Firm 02.11.2023 27:56
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
134 The Legacy of an Accounting Firm 01.11.2023 26:24
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
133 Develop An AI Usage Policy in your Accounting Firm 30.10.2023 30:20
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal Cloud Accountant Staffing https://www.cloudaccountantstaffing.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://ww...
132 Follow Your Dreams or Run An Accounting Firm? 27.10.2023 33:53
The AICPA's new AI toolkit https://www.cpa.com/gen-ai 💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal Firm360 https://www.myfirm360.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaa...
131 Should Accounting Firms Invest in YouTube? 26.10.2023 36:49
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal Firm360 https://www.myfirm360.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
130 A Better Way To Select Your Accounting Firm Software 25.10.2023 28:20
Grab a copy of the report here! 👉 https://go.rlz.io/pm 💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal Firm360 https://www.myfirm360.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jst...
129 Challenge Assumptions to Build A Better Accounting Firm 23.10.2023 27:12
https://youtu.be/EfMYTK9IwPU?si=X3jsVcRqEV62yUiY 💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal Firm360 https://www.myfirm360.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/ Y...
128 What Do Accounting Firms Need from a CRM? 20.10.2023 33:14
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal Cloud Accountant Staffing https://www.cloudaccountantstaffing.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://ww...
127 10 Tips for Accounting Firms Selling Bill Pay 19.10.2023 32:41
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal LiveFlow https://www.liveflow.io/solutions/accountants 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.co...
126 Documenting Client Communications in Accounting Firms 18.10.2023 25:14
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Client Hub https://www.clienthub.app/ LiveFlow https://www.liveflow.io/solutions/accountants 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.co...
125 Create A Podcast in your Accounting Firm From Scratch 16.10.2023 25:37
💰 Today's Sponsors Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal LiveFlow https://www.liveflow.io/solutions/accountants 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.co...
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