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
424 5 Ways To Use Your Meeting Transcripts 04.03.2025 21:55
More about meeting recorders https://www.youtube.com/watch?v=eyee2vVz2mk 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
423 Should ANY Accountants Be Doing Payroll in 2025? 28.02.2025 29:59
Watch the Matthew Patrick Episode https://www.youtube.com/watch?v=NdsJYaDB3Mk Check out the new channel! https://www.youtube.com/@tryjasononline And my new Excel + ChatGPT video 👀 https://youtu.be/JNvlIIgox68?si=lMJ-_l5gGzuEU_i7 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Ramp htt...
422 8 Ways To Enable Accountability in your Firm 26.02.2025 21:34
💰 Today's Sponsors TeamUp http://hireteamup.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
421 7 Mistakes I Made Growing My Accounting Firm 24.02.2025 19:46
💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
420 How To Develop A Stronger Team 21.02.2025 32:39
Join My Accountant Community! https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
419 The State of Accounting AI Adoption 20.02.2025 39:22
Check out Karbon’s Report https://karbonhq.com/resources/state-of-ai-accounting-report-2025/ Read my Newsletter! https://www.jasononfirms.com/newsletter 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn ht...
418 My Employees Can’t Know How Much Money I Make! 19.02.2025 22:56
💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
417 How To Upgrade Your Peer Network (And Why) 17.02.2025 21:37
💰 Today's Sponsors TeamUp http://hireteamup.com/jason Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
416 The Secret To Higher Paying Clients 13.02.2025 22:49
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Canopy https://www.getcanopy.com 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
415 Attracting More Clients Than You Could Possible Serve 😵💫 12.02.2025 23:09
💰 Today's Sponsors Ignition https://www.ignitionapp.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
414 The 4 Ingredients To Scalable Output 11.02.2025 27:35
💰 Today's Sponsors Ignition https://www.ignitionapp.com/ TeamUp https://www.hireteamup.com Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Canopy https://www.getcanopy.com 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
413 Should You Target Cheap Clients who are Easy To Serve? 07.02.2025 32:13
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Liveflow https://www.liveflow.io/ Ignition https://www.ignitionapp.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
412 The Patience Required To Find Better Clients 😓 05.02.2025 27:04
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Liveflow https://www.liveflow.io/ Ignition https://www.ignitionapp.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
411 6 Ways China’s Deepseek-R1 Impacts Accounting AI 03.02.2025 34:57
💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Liveflow https://www.liveflow.io/ Ignition https://www.ignitionapp.com/ TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
410 Accounting AI Security Q&A! 31.01.2025 23:58
Here’s the AI usage policy Jason developed with Rightworks https://ai.rightworks.com/policy And their comparison of the security of leading AI assistants https://ai.rightworks.com/resources/product-comparison 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Canopy https://www.getcanopy.com 🗣️ Continue the discussion on social! Twitter https://twitter.c...
409 He Made $152k In 2024 Running A 2-Person Accounting Firm 29.01.2025 43:35
Logan’s Video https://youtu.be/r8mbbDhHqJI?si=XiscCcZeAp8FmXv0 Connect with Logan https://countercommunity.co https://x.com/LoganGrafTax https://www.linkedin.com/in/logangraf/ https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQ 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Can...
408 This Guy’s Solo Accounting Firm Made $182k Last Year 27.01.2025 38:38
Yuri’s LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktop And check out Yuri’s podcast here! https://thecapitalcontribution.buzzsprout.com/1986541 💰 Today's Sponsors Liveflow https://www.liveflow.io/ Karbon https://karbonhq.com/ Cloud Accountant Staffing http://www.clo...
407 How I’D Run My Accounting Firm on Production Pay 24.01.2025 31:23
Check out PASBA https://pasba.org 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
406 Practical Production Pay Advice 23.01.2025 38:26
Connect with Craig https://x.com/CPATaxTeam 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com Ignition https://www.ignitionapp.com/ Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
405 Implementing VARIABLE Pay in an Accounting Firm 22.01.2025 37:50
Connect with Jaime https://tieroneservices.net https://www.linkedin.com/in/jcampbellcpa/ https://www.facebook.com/jcampbellcpa 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com Ignition https://www.ignitionapp.com/ Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jst...
404 Production Pay for an Accounting Team Of 5 21.01.2025 44:41
Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/ 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com Ignition https://www.ignitionapp.com/ Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
403 This Guy’s Been On Production Pay for 12 Years! 20.01.2025 36:48
Connect with Matthew on LinkedIn! https://www.linkedin.com/in/dmatthewpatrick/ Learn more about PASBA https://pasba.org/ Matthew’s payroll firm also partners with other firms, if you want to outsource that payroll & HR work https://www.whirks.com/partner 💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com MakersHub https://makershub.ai/ Ignition https://www....
402 The Trouble With Practice Management Systems 17.01.2025 25:30
💰 Today's Sponsors Liveflow https://www.liveflow.io/ Financial Cents https://hubs.li/Q02P4Fz40 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
401 How To Run Your Firm’s First Webinar 🖥️ 16.01.2025 35:35
💰 Today's Sponsors Liveflow https://www.liveflow.io/ Financial Cents https://hubs.li/Q02P4Fz40 MakersHub https://makershub.ai/ Ignition https://www.ignitionapp.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
400 How To Find Your First Mentor 14.01.2025 19:47
💰 Today's Sponsors Liveflow https://www.liveflow.io/ TeamUp https://www.hireteamup.com 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
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