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
Author
Jason Staats
Category
Podcast website
Latest episode
Jul 10, 2026
Where to listen?
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Episodes
549 Meet The Founder Building AI for AUDITORS 05.12.2025 53:15
👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T 🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T ☎️ Leave me a voicemail at (1)516-980-4968! Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/ In...
548 How Accounting Firms Can Escape the Email Inbox 03.12.2025 37:58
👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T 🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T ☎️ Leave me a voicemail at (1)516-980-4968! 📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/ In this episode, I d...
547 Is Offshoring RUINING Small Accounting Firms? 01.12.2025 34:19
👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what offshoring actually means for small firms and why,...
546 Is Your Accounting Firm Selling the Wrong Thing? 28.11.2025 19:34
👋 If you want real conversations with people running real firms, join me at an upcoming event and reserve your spot: https://jason.link/w0f 🚀 Grow alongside a community that actually shares what works. Join more than 600 firm owners inside my private group: https://jason.link/4lq ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why clients buy the lowest tier but still e...
545 The Secret To Accounting Firm Delegation (Keynote) 26.11.2025 55:59
👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T 📌 Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/can...
544 Are Accounting Firms Sleeping On This AI App? 25.11.2025 44:09
Want that in-person spark that only happens when firm owners get in the same room? 👋 Come join me live at an upcoming event: https://jasononline.link/LE552T 📌 Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T 📚 Learn more about NotebookLM here https://notebooklm.google/ 🎙️ This is the audio overview (podcast) prompt I used: "You're two CFOs breaking...
543 Real Talk About the State Of Accounting Firm AI 21.11.2025 52:53
👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T 🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down in Toronto to talk through what A...
542 My New Favorite Referral Strategy for Accounting Firms 19.11.2025 22:35
👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how firm owners can use community, ref...
541 10 Commandments of Accounting Firms 18.11.2025 19:49
👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C 📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what...
540 First Impressions: GPT-5.1 For Accounting Firms 17.11.2025 26:17
👋 Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https:// jason.link/g73 🚀 Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https:// jason.link/c9j ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what GPT 5.1 means for accounting firms and why these sma...
539 The $1,000/hr Accounting Service No One Talks About 14.11.2025 1:00:27
👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s 💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K...
538 Coaching 6 Accounting Firms in 47 Minutes 12.11.2025 47:19
👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/vgm 🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/o00 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I answer rapid-fire questions fro...
537 The Reason Accounting Firms Get STUCK 10.11.2025 26:17
👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/1v6 🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/ccw ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down the five biggest tra...
536 Fireside: Accounting Firm Trends and 2026 Tech Predictions 07.11.2025 1:03:26
👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4 📩Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper boo...
535 Common Mistakes In Accounting Services Proposals 05.11.2025 39:05
👀Looking to connect with other firm leaders in person? I’ll be hosting events in cities across the country. Save your spot here! jason.link/s87 📌 Join my newsletter for weekly insights, tools, and AI updates made for accounting pros: jason.link/jav ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the most common mistakes firms make when proposing and onboarding new cli...
534 The Recent AI Updates Accounting Firms Need To See 03.11.2025 50:19
👋 Let’s keep the conversation going, this time in person. Find an event near you: https:// jason.link/kkh 🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a 👉 Check out Chad Davis and his community, Automati...
533 How To Make Attending An Accounting Conference Worthwhile 31.10.2025 40:18
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc 👋 Join me at one of my upcoming events: jason.link/908 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaff...
532 The Most Common Accounting Firm Money Trap 29.10.2025 35:35
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ TeamUp: http://hireteamup.co...
531 How To Manage TASKS In Your Accounting Firm 27.10.2025 35:22
💼 My practice management system recommend…er: jason.link/00v 📖 My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Client Hub: http://cl...
530 First Impressions: The New ChatGPT BROWSER For Accountants 24.10.2025 26:23
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://tw...
529 The Niche Software Set To Blow Up This Accounting Firm 22.10.2025 34:12
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ TeamUp: http://hireteamup.com/jason Client Hub: http://clienthub.app/ Stanford Tax: https://stanfordtax...
528 Dealing With Pricing Objections in an Accounting Firm 20.10.2025 28:51
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/yi3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jason...
527 Does AI Mean ADVISORY Is The Future for Accounting Firms? 17.10.2025 34:11
🚨 Take a look at the accounting-specific meeting notetakers I mentioned: Vinyl: https://www.usevinyl.com/ Ping: https://pingassistant.com/ Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe 💰 T...
526 The Accounting Firm Unlimited Client Hack 15.10.2025 27:09
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Canopy: https://www.getcanopy.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin...
525 What’s The Most PROFITABLE Accounting Firm You Can Run? 13.10.2025 22:42
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq 💰 Today's Sponsors Cloud Accountant Staffing: htt...
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