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
074 Where Should Accountants Start With Content Creation? 12.07.2023 31:14
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://getcanopy.com/ Client Hub 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
073 Using AI To Build Your Accounting Firm Niche 11.07.2023 32:23
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://getcanopy.com/ Client Hub 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
072 How Accounting Firms Sell App Advisory 10.07.2023 33:42
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://getcanopy.com/ Client Hub 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
071 How To Take A Break From Your Accounting Firm 07.07.2023 34:08
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Canopy https://getcanopy.com/ Client Hub 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
070 Should Accounting Firms Send Generic Engagement Letters? 06.07.2023 28:52
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ Client Hub 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
069 How Accounting Firms Collaborate With Other Firms 05.07.2023 29:07
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ https://clienthub.app/ Xero Roadshow 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
068 What’s A Modern Accounting Firm In 2023? 03.07.2023 26:47
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ https://clienthub.app/ Xero Roadshow 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
067 Should Accountants Put Themselves Or Their Clients First? 30.06.2023 37:12
💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ https://clienthub.app/ Xero Roadshow 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
066 Someone Just Bolted ChatGPT To An Accounting Ledger 27.06.2023 33:35
Overview of Digits release https://twitter.com/JStaatsCPA/status/1671926140708040704?s=20 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Firm360 https://www.myfirm360.com/ https://clienthub.app/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
065 A Better Way To Fire Clients In Your Accounting Firm 26.06.2023 34:57
💰Today's Sponsors Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse CPAs https://darkhorse.cpa/careers/ Firm360 https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
064 Email Inbox Management for Accounting Firms 23.06.2023 36:56
💰Today's Sponsors Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse CPAs https://darkhorse.cpa/careers/ Firm360 https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
063 Build An Accounting Firm Around What You Love 22.06.2023 32:25
CPA Advisory Show podcast https://podcasts.apple.com/us/podcast/the-cpa-advisory-show/id1627272813 💰Today's Sponsors Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse CPAs https://darkhorse.cpa/careers/ Firm360 https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/...
062 Should We Wait For AI To Buy New Software? 21.06.2023 25:55
💰Today's Sponsors Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse CPAs https://darkhorse.cpa/careers/ Firm360 https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
061 When To Start Your Own Accounting Firm 20.06.2023 35:52
💰Today's Sponsors Copilot https://www.copilot.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse CPAs https://abetterway.cpa/ Firm360 https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
060 How To Become The Luckiest Accountant 19.06.2023 28:12
Interview with the author of The Luck Factor https://www.youtube.com/watch?v=w6gY8EouXzE 💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
059 What If AI Does Automate Bookkeeping? 16.06.2023 36:22
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
058 The Case For Recording Your Meetings 15.06.2023 31:50
Fathom https://fathom.video/ Fireflies https://fireflies.ai/ 💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
057 How To Pick Your Accounting Firm Practice Management System 14.06.2023 42:24
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
056 Is It Too Early For Accounting Firms To Jump On ChatGPT? 13.06.2023 35:28
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
055 Accountants Selling Software To Accountants 12.06.2023 35:07
Kitchen Table Automations https://kitchentableautomations.thinkific.com/ Audit Miner https://auditminer.com/ TaxPlanIQ https://taxplaniq.com/ FinDaily https://findaily.io/ ScanStraight https://scanstraight.com/ Minecraft Voyager paper https://arxiv.org/pdf/2305.16291.pdf Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www...
054 The Path To Fully Automated Bookkeeping 09.06.2023 34:16
AI accounting ledger writeup https://www.linkedin.com/pulse/your-accounting-ledger-ai-jason-staats-cpa AI practice management system writeup https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/ 💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://...
053 Should Accounting Firms Run New Hire Trial Days? 08.06.2023 32:09
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
052 What Will Accounting Grads Do Post AI? 07.06.2023 34:59
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
051 Change Management in Accounting Firms 06.06.2023 34:37
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
050 Should You Speak At An Accounting Conference? 05.06.2023 29:56
💰Today's Sponsors https://clienthub.app/ Darkhorse https://darkhorse.cpa/ https://www.myfirm360.com/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa
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