Jason Staats

Jason On Firms Podcast

Business EN ↓ 624 episodes

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

Author

Jason Staats

Episodes

049 What We’ll Do After AI Automates Accounting 02.06.2023 36:10

GPT-4 tax prep video https://youtu.be/hjw45TDROUs OpenAI governance post https://openai.com/blog/governance-of-superintelligence 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse https://darkhorse.cpa/ Findaily findaily.io Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.yo...

048 Delivering Financials & Tax Returns Over Video 01.06.2023 39:42

💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse https://darkhorse.cpa/ Findaily findaily.io Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

047 How To Build An Accounting Firm To Sell 31.05.2023 42:59

Patrick Dichter Firm Acquisition Guy https://twitter.com/patrickdichter 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse https://darkhorse.cpa/ Findaily findaily.io Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

046 Loyalty in Accounting Firms 30.05.2023 32:29

Sunday’s video about leaving firm https://youtu.be/6TbzxYZMZFw 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Darkhorse https://darkhorse.cpa/ Findaily findaily.io Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

045 People Unfit To Run Accounting Firms 29.05.2023 38:42

Abir’s Video https://twitter.com/Cranky_CPA/status/1661729723725103104?s=20 The Emyth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1LGWN2NJ80YJM&keywords=the+emyth&qid=1685229311&sprefix=the+emyt%2Caps%2C171&sr=8-1 Entrepreneur v Manager v Technician https://nozeyparkers.co.uk/wp-content/uploads/2016/09/Emyth-Personaliti...

044 PTO In Accounting Firms 26.05.2023 39:27

Alicyn’s PTO Tweet https://twitter.com/AtlantaTax/status/1661449734064689154?s=20 Jason’s newsletter https://www.newsletter.jason.cpa/ Chain-of-thought prompt to swipe: https://jstaats.notion.site/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Client Hub https://clienthub.app/ Firm360 https://www.myfirm360.com/ J...

043 AI Aced Every Accounting Certification 25.05.2023 35:20

AccountingToday GPT-4 CPA Exam article https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes New CPA exam study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4452175 Chain-of-thought prompting study https://arxiv.org/pdf/2201.11903.pdf A fantastic talk about the risks of AI (s/o to Hector Garcia for this one, not Jacob) https://www.youtube.com/watch?v=LWiM-LuRe6w Digit...

042 How Much Money Should A First Year Accounting Firm Make? 24.05.2023 41:01

John Rea’s thread about dangers of niching https://twitter.com/johnrea88/status/1660670837219893248?s=20 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Client Hub https://clienthub.app/ 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...

041 Getting Your Accounting Firm Off Timesheets 23.05.2023 41:24

Legacy accountant user manual https://twitter.com/JStaatsCPA/status/1276555508980293638?s=20 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Client Hub https://clienthub.app/ 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

040 Do Accounting Firms Need Reporting Apps? 22.05.2023 38:49

Syft https://www.syftanalytics.com/ Fathom https://www.fathomhq.com/ Reach Reporting https://reachreporting.com/ LiveFlow https://liveflow.io/ G-Accon https://www.accon.services/ Genius Sheets https://www.geniussheets.com/ 💰Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/ Client Hub https://clienthub.app/ Firm360 https://www.myfirm360.com/ Jason's Twitter https:...

039 ChatGPT Plugins For Accountants 19.05.2023 40:16

ChatGPT Plugins https://openai.com/blog/chatgpt-plugins ChatGPT Zapier Plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/ Langdock for building your own Plugin https://www.langdock.com/ AI regulation hearings supercut https://twitter.com/mreflow/status/1658699524137971714?s=20 iOS voice cloning https://www.pcmag.com/news/voice-cloning-tech-iphone-ipad-help-those-with-disabilities-spe...

038 Let’s Talk About Accounting Firm Websites 18.05.2023 34:54

More info about ChatGPT plugins https://openai.com/blog/chatgpt-plugins ChatGPT’s Zapier plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/ 💰Today's Sponsors Meester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7d Liveflow https://www.liveflow.io/solutions/accountants Client Hub https://clienthub.app/ Jason'...

037 The Impact of AI on Remote Accounting Work 17.05.2023 40:53

Blog posts for SEO discussion (Nathan’s Q) https://youtu.be/xy9eYqSt2F8 The original context discussion (Alison’s Q) https://youtu.be/KQSbLnTqbBQ AI agent episode (Herman’s Q) https://youtu.be/rDhYrgm-tJ0 Canopy’s Partner Connect announcement https://www.getcanopy.com/blog/canopy-partner-connect 💰Today's Sponsors Meester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Servi...

036 This Is Why Your Email Sucks 16.05.2023 34:49

Parsio https://parsio.io/ 💰Today's Sponsors Meester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7d Liveflow https://www.liveflow.io/solutions/accountants Client Hub https://clienthub.app/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtu...

035 How Will People Find My Firm When SEO Is Dead? 15.05.2023 41:03

Google’s new search experience https://blog.google/products/search/generative-ai-search/ Anthropic’s Claude model update https://www.anthropic.com/index/100k-context-windows 💰Today's Sponsors Meester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7d Liveflow https://www.liveflow.io/solutions/accountants Client Hub https://c...

034 Can AI Pass the CPA Exam? 12.05.2023 25:08

Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

033 Another Week - Another Great AI Announcement for Accountants 11.05.2023 27:35

AutoGPT Explained https://en.wikipedia.org/wiki/Auto-GPT Microsoft Jarvis https://github.com/microsoft/JARVIS Pixie Announcement https://www.linkedin.com/posts/celsopinto_ai-pixie-copilot-activity-7059806361345216512-KafW?utm_source=share&utm_medium=member_desktop Past OCR Episode https://youtu.be/7VKRxhZOfo0 Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin....

032 What Does Post-AI Accounting Look Like? 10.05.2023 42:05

Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

031 Optimizing An Accounting Firm For Fun 09.05.2023 26:50

The E-Myth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1MHFBO2ET9OQB&keywords=e-myth&qid=1683569503&sprefix=e-my%2Caps%2C216&sr=8-1 Traction https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1683569521&sr=8-1 Visionary vs integrator assessment https://bl...

030 Design The Robot Assistant OF YOUR DREAMS 08.05.2023 35:28

Nayo’s original tweet https://twitter.com/NayoCarterGray/status/1650306263626989568?s=20 Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

029 The Deepfake Accountant 05.05.2023 31:31

Interview with deepfake Tom Cruise guy https://www.youtube.com/watch?v=jnNQEiPs5r0 Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

028 Discussing Karbon's New AI Launch 04.05.2023 30:27

Karbon’s AI feature page https://karbonhq.com/feature/ai/ Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

027 Life AFTER Running A Firm 03.05.2023 39:46

Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa

026 New Revenue Streams for Accounting Firms 02.05.2023 30:48

Niche Firm Roast https://youtu.be/TBjkrAmafyk Miss Excel on TikTok https://www.tiktok.com/@miss.excel Thinkific https://www.thinkific.com/ Justin Welsh’s courses https://www.justinwelsh.me/the-content-os Ali Abdaal part-time Youtube academy https://academy.aliabdaal.com/ Sam Parr’s Hampton community https://joinhampton.com/ Jay Clouse’s The Lab https://join.creatorscience.com/ Jason's Twitter http...

025 The Secret Tech Behind The AI Movement 01.05.2023 31:29

Jason's Twitter https://twitter.com/JStaatsCPA Jason's LinkedIn https://www.linkedin.com/in/jstaats/ Jason's YouTube https://www.youtube.com/@jasoncpa