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

Category

Business

Podcast website

www.jasononfirms.com

Latest episode

Jul 10, 2026

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Episodes

474 Should The Next Generation of Accountants be Concerned? 25.06.2025

📌 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 TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter...

473 Should Accounting Firms Grow Via Acquisition or Organically? 23.06.2025

📌 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 http://hireteamup.com/jason Verito https://verito.com/ MakersHub http...

472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A 20.06.2025

Learn more about the folks behind this event, PASBA, here! https://pasba.org/ 📌 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 Mercury https://mercury.com/jasonon...

471 Should Accounting Firms Partner with Financial Planners? 18.06.2025

Holistiplan https://www.holistiplan.com/ Corvee https://corvee.com/ TaxPlanIQ https://www.taxplaniq.com/ TallyFor https://www.tallyfor.com/ 📌 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.li...

470 The Most Impactful AI For Professional Services 16.06.2025

The AI assistant for this podcast https://www.delphi.ai/jasonstaats Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing 📌 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 comm...

469 Ok But What If AI DOES Disrupt Accounting Firms? 13.06.2025

Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 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 Karbon htt...

468 How To Know if your Accounting Firm is SYSTEMATIZED 11.06.2025

Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 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 Cloud Acco...

467 Coaching 3 Accounting Firms on Tech Selection 09.06.2025

Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr 📌 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 & bookkeep...

466 A Q&A about The Future of Accounting AI! (Q2 2025) 06.06.2025

Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/ 📌 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 Cloud Accountant Staffing h...

465 Intuit Stealing Accounting Clients - Good or Bad? 04.06.2025

Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951 📌 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 Cloud Accountant Staffin...

464 Roasting The Tech Stacks of 3 Accounting Firms 02.06.2025

Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr 📌 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 & bookkeep...

463 Follow These Steps to turn around ANY Accounting Firm! 30.05.2025

Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIM And the service library template I mentioned while talking systemization 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 &a...

462 Breaking Down a 2 Person $600k/yr Accounting Firm 28.05.2025

Complete this form, and we'll share valuable insights on what else you can do: 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/x...

461 The Only Payroll Software Accounting Firms Should Use 26.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 TeamUp http://hire...

460 This Is THE PERFECT Accounting Firm Client 23.05.2025

Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take y...

459 Simple Video Advice for Accounting Firms 21.05.2025

30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing Let me know what else I should build some prompt templates for 🙂 💾 Software Loom https://loom.com/ Descript https://descript.com/ 🎥 Hardware Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2 Neewer Light Stand https://www.amazon.com/Stainless-C...

458 This Is How You Find A More Profitable Client 19.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 TeamUp http://hire...

457 Why Better Clients Aren’t Finding Your Firm 16.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 TeamUp http://hire...

456 The Most Important Software Tax Firms Will Buy! 14.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 TeamUp http://hire...

455 The Ultimate Hack to Build Your Client Network 12.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 TeamUp http://hire...

454 Do I Regret Selling My Accounting Firm? 09.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 Cloud Accountant S...

453 Revamping A 4 Partner Accounting Firm 07.05.2025

👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 TeamUp http://hire...

452 A New Way to Deliver Financials To Your Clients With AI 06.05.2025

Learn more about NotebookLM here https://notebooklm.google/ Here’s the first prompt I used: You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complement...

451 The Best Ledger Software for Accounting Firms 02.05.2025

My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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 & bookk...

450 The WILDEST Tech Stack I’ve Ever Seen in an Accounting Firm 30.04.2025

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 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+...

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