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
099 Creating Dashboards for your Accounting Clients? 30.08.2023 35:36
💰 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
098 4 Billing Traps for Accounting Firms 29.08.2023 33:15
2023 NATP Tax Fee Study https://blog.natptax.com/article?articleId=4sW0HyeQueoKNG4DvO93gJ 💰 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.c...
097 How To Steal The Best Ideas For Your Accounting Firm 25.08.2023 26:34
Steal Like An Artist https://www.amazon.com/Steal-Like-Artist-Things-Creative/dp/0761169253 💰 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...
096 AI Is About To Improve Email For Accountants 22.08.2023 24:23
💰 Today's Sponsors Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ Financial Cents https://financial-cents.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
095 The 6 Core Attributes of Successful Accounting Firms 21.08.2023 30:52
Here's the main channel vid about core tools for your firm https://youtu.be/7-mJSzamg9k 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.com/ Copilot https://www.copilot.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats...
094 Should Accountants Help Clients With Operations Software? 18.08.2023 30:07
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.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
093 Prioritization In Your Accounting Firm 16.08.2023 34:18
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.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
092 Top Trends In Small Accounting Firms (2023) 15.08.2023 30:19
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.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
091 Your Accounting Firm Meetings On AI 11.08.2023 32:48
The Zoom AI training controversy https://www.theverge.com/2023/8/7/23822907/zoom-train-ai-models-user-data-customer-consent 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA Lin...
090 Should Your Accounting Firm Start A Podcast? 09.08.2023 28:20
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.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
089 What I Needed To Hear As A 25 Year Old Accountant 08.08.2023 27:50
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.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
088 Exploring The Role Of Ego In Accounting Firm Running 07.08.2023 27:03
The Elephant In The Brain https://www.amazon.com/The-Elephant-in-Brain-audiobook/dp/B07H8K4G9G?crid=30EXPLSNZDX4R&keywords=the+elephant+in+the+brain&qid=1690993958&sprefix=the+elephant+in+the+brain,aps,159&sr=8-1 Previous episode on exploring our motivations https://youtu.be/B7mCVZTkL0w 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy ht...
087 How To Get People To Promote Your Accounting Firm 04.08.2023 23:36
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.com/ Firm360 https://www.myfirm360.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
086 Handing Your Accounting Firm Over to your Staff 03.08.2023 23:14
💰 Today's Sponsors Canopy https://www.getcanopy.com/ Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.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
085 Should Accountants Ask Clients For Referrals? 02.08.2023 27:03
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://www.getcanopy.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
084 How To Get Paid for Discovery Work in Accounting Firms 01.08.2023 31:09
Main channel video on $100M Offers https://youtu.be/TuDopCzky_g 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/ Canopy https://www.getcanopy.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.y...
083 Why Your Accounting Firm Should Publish A Book 31.07.2023 27:05
ChatGPT Plus https://openai.com/blog/chatgpt-plus Claude https://claude.ai/ ElevenLabs https://elevenlabs.io/speech-synthesis 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/ Canopy https://www.getcanopy.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA Linke...
082 How Many Years Experience Do You Need To Launch An Accounting Firm? 28.07.2023 32:09
💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Copilot https://www.copilot.com/ Canopy https://www.getcanopy.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
081 Finding BETTER Clients For Your Accounting Firm 26.07.2023 27:02
🛠️ Tools used in this pod: ChatGPT Plus https://openai.com/blog/chatgpt-plus ElevenLabs https://elevenlabs.io/speech-synthesis 💰 Today's Sponsors Cloud Accountant Staffing https://cloudaccountantstaffing.com/ Xero Roadshow https://www.xero.com/us/events/roadshow/ Canopy https://getcanopy.com/ Client Hub https://clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaa...
080 How To Get Your Accounting Clients To Pay More 25.07.2023 30:34
🛠️ Tools used in this pod: ChatGPT Plus https://openai.com/blog/chatgpt-plus ElevenLabs https://elevenlabs.io/speech-synthesis 💰 Today's Sponsors Cloud Accountant Staffing https://cloudaccountantstaffing.com/ Xero Roadshow https://www.xero.com/us/events/roadshow/ Canopy https://getcanopy.com/ Client Hub https://clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaa...
079 Tips To Build An Accounting Firm Around A Niche 21.07.2023 28:03
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy http://getcanopy.com/ ClientHub https://clienthub.app/ Xero Roadshow https://www.xero.com/us/events/roadshow/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
078 How To Build Your Accounting Firm Tech Stack 19.07.2023 29:18
XPM https://www.xero.com/us/xero-practice-manager/ Aero https://www.aeroworkflow.com/ Pixie https://www.usepixie.com/ Liscio https://www.liscio.me/ Senta https://www.senta.co/us/ Qount https://www.qount.io/ Mango https://mangopractice.com/ Karbon https://karbonhq.com/ Keeper https://keeper.app/ Copilot https://www.copilot.com/ Jetpack https://jetpackworkflow.com/ Canopy https://www.getcanopy.com/...
077 How AI Personal Assistants Impact The Accounting Profession 17.07.2023 33:00
Take Pi for a spin https://inflection.ai/ Note the browser chat experience kind of stinks, if you're chatting in a browser you may as well just use ChatGPT. The novel thing here specifically is the new iOS app. 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy http://getcanopy.com/ ClientHub https://clienthub.app/ Xero Roadshow https://www.xero.com/us/eve...
076 2023 New Tech For Accountants Roundup - Part 2 14.07.2023 35:25
Inkle https://www.inkle.io/ Ply https://ply.io/ Recall Chrome Extension https://www.recall.wiki/extension Raycast https://www.raycast.com/pro Gmail Generative Email https://www.androidpolice.com/google-ai-write-gmail/ Truewind https://www.truewind.ai/ ChatThing https://chatthing.ai/ Translucent https://www.translucent.io/ Microsoft Loop https://www.microsoft.com/en-us/microsoft-loop Windows Copilo...
075 2023 New Tech For Accountants Roundup - Part 1 13.07.2023 32:01
Jason’s Newsletter newsletter.jason.cpa Macro https://www.macro.com/ Guidde https://www.guidde.com/ Receiptor AI https://receiptor.ai/ ChatGPT Plugins https://openai.com/blog/chatgpt-plugins theGist https://www.thegist.ai/ AI Generated QR Codes https://barcode.so/ Dropbox Universal Search https://blog.dropbox.com/topics/product/introducing-AI-powered-tools Rows AI https://rows.com/ai Interdimensio...
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