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

499 Accounting Firm Service Breakdown: Bookkeeping 13.08.2025 34:24

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 Stanford Tax https://sta...

498 First Impressions: GPT-5 For Accounting Firms 11.08.2025 45:19

📌 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 Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason C...

497 How To Get Accounting Clients to be More Responsive! 08.08.2025 23:56

📌 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 Canopy https://www.getcanopy.com/ Stanford Tax https://stanfordtax.com/ Catch Canopy and Jason on the road! Aug...

496 The MOST IMPORTANT Areas of your Accounting Firm To Work On 07.08.2025 17:19

📌 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 Stanford Tax https://stanfordtax.com/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! Aug...

495 Stop Marketing Your Accounting Firm. Do This Instead 06.08.2025 21:43

Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1 My app recommendation database https://jasononfirms.com/apps My 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-prompts My service library template https://www.jasononfirms.com/service-library 📌 Join my newsletter to get...

494 Do Accounting Firms Need to Disclose AI Use to Clients? 05.08.2025 19:57

📌 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 Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Cat...

493 The 5 Ways Accounting Firms Around The World Differ 04.08.2025 21:43

📌 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 Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Cat...

492 What’s My Price to Coach An Accounting Firm? 01.08.2025 29:29

📌 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 ClientHub https://www.clienthub.app/ Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.clou...

491 My Accounting Firm’s Biggest Hiring Mistake 31.07.2025 17:36

Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?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 Sponsors ClientHu...

490 I Wish Someone Had Shown Me These 6 Shortcuts 30.07.2025 19:12

My practice management system recommender https://www.jasononfirms.com/pmrec Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?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 & bookke...

489 How Long Does It Take To Niche An Accounting Firm? 29.07.2025 20:44

Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?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 💰 T...

488 There Are Only 3 Types of Accounting Firms 28.07.2025 24:00

📌 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://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st...

487 How To Get ChatGPT To Send You Accounting Clients 25.07.2025 29:48

📌 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://makershub.ai/ ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudac...

486 First Impressions: ChatGPT AGENT For Accounting Firms 23.07.2025 32:54

📌 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://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Client...

485 The 6 Small Business Traps that Accounting Firms Fall Into 21.07.2025 26:59

Some of the resources I mentioned: My app recommendation database https://jasononfirms.com/apps My service library templates https://jasononfirms.com/service-library My 1040 workflow breakdown https://jasononfirms.com/1040 My AI prompts for your meetings https://jasononfirms.com/meeting-prompts Here’s that automated time tracker Rize https://rize.io/ To learn more about building offers check out H...

484 Tax Prep For Accounting Firms - The Workflow Masterclass 18.07.2025 59:09

📌 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://makershub.ai/ Verito https://verito.com/ TeamUp https://www.hireteamup.com/jason Missive http:/...

483 Can AI Clone My Accounting Expertise? 16.07.2025 29:19

Take my avatar for a spin here https://www.delphi.ai/jasonstaats And give Delphi a try at https://www.delphi.ai/ 📌 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...

482 How Accounting Firms Can Capitalize On Changing Legislation 14.07.2025 29:23

The powerful request tool Content Snare https://contentsnare.com/ Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 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 fir...

481 Answering 14 Questions About Running Accounting Firms 11.07.2025 46:01

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9 📌 Join my newsletter to get m...

480 13 Brutal Truths to be a Better Accounting Firm Owner 09.07.2025 38:09

📌 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 ClientHub https://www.clienthub.app/ TeamUp https://www.hireteamup.com/jason Verito https://verito.com/ Missive h...

479 9 Ingredients to Effective Change Management in Accounting Firms 07.07.2025 29:47

📌 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 ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents h...

478 An AI Security Primer for Accounting Firms 04.07.2025 40:06

📌 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 ClientHub https://www.clienthub.app/ Verito https://verito.com/ MakersHub https://makershub.ai/ Financial Cents h...

477 The State of Accounting Practice Management Systems 02.07.2025 43:34

📌 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 ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents h...

476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year 01.07.2025 34:05

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag Check out my app recommenations for accounting firms here https://jasononfirms.com/apps And here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl 📌 Join my newsletter to get must-rea...

475 Can One-Person Accounting Firms Existing in an Age of AI? 27.06.2025 38:05

Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1 The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto 📌 Join my newsletter to get must-read weekly AI updates for acc...