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
524 It’s Time We Stop Trying To Educate Our Clients 10.10.2025 39:47
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj 💰 Today's Sponsors ClientHub: https://www.clienth...
523 Text Messaging Best Practices in Accounting Firms 08.10.2025 26:01
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter...
522 How To Launch Your Accounting Firm’s Online Community 06.10.2025 23:00
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Today's Sponsors TeamUp: http://hiretea...
521 What To Do With LEGACY Accounting Firm Clients 03.10.2025 23:47
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Tod...
520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This 01.10.2025 34:39
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G Hungry for that transformational in-person...
519 Is AI Making Junior Accountants Turn Off Their Brains? 29.09.2025 41:22
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/ ClientHub: https://www.client...
518 Why You May Want to SELL Your Accounting Firm! 26.09.2025 39:21
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🚀 Have a play with my AI assistant here h...
517 Accounting Firm Acquisition ARBITRAGE Opportunities 24.09.2025 31:15
🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join...
516 What Accounting Firms Should Prioritize Before 12/31 22.09.2025 46:15
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 👉 Download my free app database + tech stack planner: https://jasononline.link/D525 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for acco...
515 Marketing Pro Explains: How Accounting Firms Can Get Ahead 19.09.2025 47:51
Check out Karen’s workshop series here! https://wearepf.com/accelerator/ Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my...
514 What I Learned Going Through 42 Accounting Firm Websites 17.09.2025 25:21
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 👉 Download my free app database + tech stack planner: https://jasononline.link/D521 🧰 Grab my FULL service library template here ht...
513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms 15.09.2025 31:31
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Today's Sponsors MakersHub: https://mak...
512 How Overselling is Costing Accounting Firms Millions 12.09.2025 20:30
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spo...
511 Accounting Firm Service Breakdown: Tax Advisory 10.09.2025 26:59
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library Tax strategy resources: 🧠 Coaching Groups Certified Tax Coach https://certifiedtaxcoach.org/ Solo Tax Coach https://solotaxcoach.com/ 🤓 Tech Solutions TaxPlanIQ https://www.taxplaniq.com/ Instead https://www.instead.com/ Corvee https://corvee.com/ Holistiplan https://www.holistiplan.com/ 📌 Join my newslet...
510 What Accounting Firm Roles Will AI Replace? 08.09.2025 36:39
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://make...
509 Why AI Is Making Spreadsheets Cool Again! 05.09.2025 36:21
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://make...
508 Accounting Firm Service Breakdown: Individual Tax Prep 03.09.2025 35:29
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub: https://mak...
507 6 Ways To Increase the Value Of Your Accounting Firm 01.09.2025 25:38
🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 📹 Here’s the ChatGPT Agent video in question: https:/...
506 Today’s Fastest Growing Accounting AI: Is It Secure? 29.08.2025 37:01
Here’s the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb Grab my FULL service library template here https://jasononline.link/TSLPod Video Description 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bo...
505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping 27.08.2025 22:53
Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ign...
504 Have All The Good Accountants Launched Their Own Firm? 25.08.2025 14:24
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https...
503 How This $1.7M Tax Firm Built Their Network 22.08.2025 26:22
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Spons...
502 Accounting Firm Service Breakdown: Business Tax Preparation 20.08.2025 23:48
Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ign...
501 How To 10X Your Accounting Firm! 18.08.2025 27:55
Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponso...
500 This $100k Solo Bookkeeper Is Facing 5 Problems 15.08.2025 26:19
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Spons...
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