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
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Latest episode
Jul 10, 2026
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Episodes
449 Watch This if you’re Trying To Hire an Accounting Unicorn 28.04.2025 23:23
Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkM Check out this app database https://www.jasononfirms.com/apps ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub http...
448 How Much Should Firms Increase Prices Each Year? 25.04.2025 32:09
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter...
447 The #1 Tech Unlock for Accounting Firms 23.04.2025 24:11
Content Snare https://contentsnare.com/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA Link...
446 How This $500k/yr Tax Firm Can 2x Profit in 3 Steps 21.04.2025 36:01
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter...
445 Follow THIS Process To Nail Your Tech Stack in 2025 18.04.2025 33:07
Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_link And join the email list to get my tool recs for each category jasononline.link/kQ7 ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors T...
444 10 Ways to get 10x The Return for your Time 16.04.2025 33:24
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter...
443 How This Micro Niche Accounting Firm Grows At 100k+ Per Year! 15.04.2025 26:38
Share some details about your firm with me here and I may roast your firm next! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www...
442 How To Know When Work is “Good Enough” 11.04.2025 36:09
Check out Zapier https://zapier.com/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Client Hub https://www.clienthub.app/ TeamUp http://hireteamup.com/jason 🗣️ Conti...
441 AI Use Cases with LinkedIn’s Top Finance Influencer 09.04.2025 37:12
Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/ And check out his community AI Finance Club https://ai-finance.club/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccounta...
440 The Only 8 Ways To Deliver Financials to a Client 08.04.2025 21:42
Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/ And check out his community AI Finance Club https://ai-finance.club/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccounta...
439 Why Accounting Firm Leaders Need an Assistant 04.04.2025 33:06
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats MakersHub https://makershub.ai/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! Twitter https...
438 The Race to AGI And It's Impact on Accounting Firms 03.04.2025 33:36
Grab the other talks from this conference free, here https://www.aider.ai/best-practices/the-best-of-ai-in-accounting-summit-2025-webinar?hss_channel=lcp-13706757 ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors Cloud Accountant Staffing http...
437 6 Ways Accounting Firms Can Use ChatGPT Image Generation 31.03.2025 31:19
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Karbon https://karbonhq.com/resources/state-of-ai-a...
436 A LinkedIn Posting Strategy for Professional Firms 28.03.2025 19:36
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedI...
435 The Best AI Assistant for Professional Firms 26.03.2025 32:59
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Karbon https://karbonhq.com/resources/state-of-ai-a...
434 My Firm Stopped Using Intuit Products - Here's What Happened Next 24.03.2025 26:07
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedI...
433 The Story of a Developer Who Bought an Accounting Firm 21.03.2025 35:00
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Canopy https://www.getcanopy.com Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Karbon https://karbonhq.com/resources/state-of-ai-...
432 The State of Accounting AI Agents 20.03.2025 22:40
Using AI to automate email processing https://www.youtube.com/watch?v=a8Dhj3Zh9vQ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Canopy https://www.getcanopy.com 🗣️ Continue the discussion on social! Twitt...
431 The Great Advisory Grift 19.03.2025 34:22
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Canopy https://www.getcanopy.com Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Karbon https://karbonhq.com/resources/state-of-ai-...
430 The Three Ways To Manage Client Status Updates 17.03.2025 31:30
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Canopy https://www.getcanopy.com 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ Yo...
429 Deep Research May Be The Best AI for Accountants 14.03.2025 40:52
Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QX ChatGPT Deep Research https://openai.com/index/introducing-deep-research/ Digits https://digits.com/ Accounting Software Co’s Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226 RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPM...
428 Accounting Vendors are Using My Data with AI! 12.03.2025 36:53
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Ramp http://ramp.com/jason Makershub https://makershub.ai/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
427 How to Grow Your Firm When You’re Swamped 10.03.2025 24:13
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Ramp http://ramp.com/jason 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
426 Invest Money In Software or People? 🤔 07.03.2025 31:22
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Makershub https://makershub.ai/ TeamUp http://hireteamup.com/jason Ramp http://ramp.com/jason 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
425 Why You Should Use 3 Tier Proposals 05.03.2025 32:36
Check these out! Ignition https://www.ignitionapp.com/ Anchor https://www.sayanchor.com/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Ramp http://ramp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Makershub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/...
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