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
124 Could Accountants Unionize Against AI? 13.10.2023 28:17
The Writer's Strike is Over https://techcrunch.com/2023/09/26/writers-strike-over-ai/ The Humane AI pin https://www.theverge.com/2023/9/30/23897065/humane-ai-pin-coperni-paris-fashion-week Rewind Pendant AI wearable https://www.rewind.ai/pendant Facebook's new AR glasses https://about.fb.com/news/2023/09/new-ray-ban-meta-smart-glasses/ https://brandons-newsletter-bcbda5.beehiiv.com/subscribe?ref=Q...
123 Managing Org Charts in Accounting Firms 12.10.2023 1:19:14
💰 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...
122 Delegation Opportunities in Accounting Firms 11.10.2023 26:42
💰 Today's Sponsors Client Hub https://www.clienthub.app/ TeamUp https://www.hireteamup.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
121 Defining The Online Identity of your Accounting Firm 10.10.2023 25:16
💰 Today's Sponsors Canopy https://www.canopytax.com/ TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ Copilot https://www.copilot.com/solutions/accounting-client-portal 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
120 This Week in Public Accounting News 10/09/23 09.10.2023 38:37
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Tech Guru https://www.techguruit.com/ Canopy https://www.canopytax.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
119 How Success Becomes A Blocker to Personal Growth 06.10.2023 31:21
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ TeamUp https://www.hireteamup.com/ Tech Guru https://www.techguruit.com/ Canopy https://www.canopytax.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
118 The Future of Accounting Firm Conferences 05.10.2023 30:34
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ TeamUp https://www.hireteamup.com/ Tech Guru https://www.techguruit.com/ Canopy https://www.canopytax.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
117 When To Switch Software in your Accounting Firm 04.10.2023 32:46
Microsoft 365 Copilot https://blogs.microsoft.com/blog/2023/03/16/introducing-microsoft-365-copilot-your-copilot-for-work/ Rewind Pendant https://www.rewind.ai/pendant Humane AI Pin https://x.com/ianzelbo/status/1708234414059122767?s=20 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal Tech Guru...
116 The Impact of AI On Offshore & Entry Level Accountants 03.10.2023 30:00
Harvard study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4573321 MetaGPT https://github.com/geekan/MetaGPT Microsoft AutoGen https://www.microsoft.com/en-us/research/blog/autogen-enabling-next-generation-large-language-model-applications/ 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Accountests https://www.accountests.com/ Tech Guru https://www.te...
115 How To Double The Prices in your Accounting Firm 02.10.2023 31:01
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Accountests https://www.accountests.com/ Tech Guru https://www.techguruit.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
114 A Big ChatGPT Update for Accountants 29.09.2023 37:14
The PI voice assistant https://youtu.be/99mERjGebvg?si=kMplMzAZVyJ2Mlfu GPT-4 preparing tax returns https://youtu.be/hjw45TDROUs?si=Bg_7v3HNDa6_Seb3 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Accountests https://www.accountests.com/ Tech Guru https://www.techguruit.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 🗣️ Continue the di...
113 Windows Copilot is Here 🎉 What It Means For Accountants 27.09.2023 41:43
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Accountests https://www.accountests.com/ Tech Guru https://www.techguruit.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
112 11 Fall Marketing Ideas for your Accounting Firm 25.09.2023 29:41
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://www.liveflow.io/solutions/accountants Tech Guru https://www.techguruit.com/ Accountests https://accountests.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
111 When To Increase Prices in an Accounting Firm 22.09.2023 33:40
💰 Today's Sponsors Copilot https://www.copilot.com/solutions/accounting-client-portal Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ LiveFlow https://www.liveflow.io/solutions/accountants Tech Guru https://www.techguruit.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.co...
110 Building A Micro Niche Accounting Firm 20.09.2023 32:16
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal Client Hub https://www.clienthub.app/ LiveFlow https://www.liveflow.io/solutions/accountants 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.co...
109 8 Things Accounting Firms Should Stop Doing 18.09.2023 31:00
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal Client Hub https://www.clienthub.app/ LiveFlow https://www.liveflow.io/solutions/accountants 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.co...
108 How To Sell A Digital Product in your Accounting Firm 15.09.2023 31:42
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal Client Hub https://www.clienthub.app/ LiveFlow https://www.liveflow.io/solutions/accountants 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.co...
107 How Accountants Can Live In Harmony With Intuit in 2023 13.09.2023 25:40
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal 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
106 The Wrong Way To Set Goals in Accounting Firms 11.09.2023 29:36
The Huberman Podcast episode discussed today https://youtu.be/CrtR12PBKb0?si=afHDwJyHhLNwVb7O 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/solutions/accounting-client-portal Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/...
105 Intuit's New QuickBooks AI Assistant 🤯 08.09.2023 26:23
Intuit Assist landing page https://quickbooks.intuit.com/ai-accounting/ Firm of the Future article https://www.firmofthefuture.com/artificial-intelligence/intuit-assist-in-quickbooks/ Fortune interview https://fortune.com/2023/09/06/intuit-ai-virtual-assistant-major-investment-ceo-sasan-goodarzi/ My guide to Intuit stealing your clients https://youtu.be/DqNxCouxOgQ 💰 Today's Sponsors Copilot http...
104 How Accountants Should Lean Into Client Feedback 07.09.2023 25:40
💰 Today's Sponsors Copilot https://www.copilot.com/ Client Hub https://www.clienthub.app/ 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
103 AI Chat As A Competitive Advantage for Accountants 06.09.2023 27:21
💰 Today's Sponsors Copilot https://www.copilot.com/ Client Hub https://www.clienthub.app/ 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
102 Why Accountants Shouldn't Paywall Their Content 04.09.2023 27:00
💰 Today's Sponsors Copilot https://www.copilot.com/ Client Hub https://www.clienthub.app/ 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
101 Why Trust Will Drive Pricing In Your Accounting Firm 01.09.2023 27:35
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.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
100 Will This AI Tech Disrupt Accounting? 31.08.2023 31:05
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ Financial Cents https://financial-cents.com/ Copilot https://www.copilot.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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