Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
527 Does AI Mean ADVISORY Is The Future for Accounting Firms?
🚨 Take a look at the accounting-specific meeting notetakers I mentioned:
Vinyl: https://www.usevinyl.com/
Ping: https://pingassistant.com/
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49
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💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
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526 The Accounting Firm Unlimited Client Hack
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💰 Today's Sponsors
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Canopy: https://www.getcanopy.com/
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525 What’s The Most PROFITABLE Accounting Firm You Can Run?
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💰 Today's Sponsors
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524 It’s Time We Stop Trying To Educate Our Clients
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💰 Today's Sponsors
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MakersHub: https://makershub.ai/
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LinkedIn https...
523 Text Messaging Best Practices in Accounting Firms
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522 How To Launch Your Accounting Firm’s Online Community
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💰 Today's Sponsors
TeamUp: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Mercury is a financial technology company, not a bank. Banking services provided through Choice Finan...
521 What To Do With LEGACY Accounting Firm Clients
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💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
MakersHub: https://jasononline.link/PMHub
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🗣️ Continue the discussion on so...
520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This
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🧰 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 connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE
💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Canopy: https://www.getc...
519 Is AI Making Junior Accountants Turn Off Their Brains?
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🚀 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.clienthub.app/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
MakersHub: https://jasononline.link/PMHub
Mercury is a financial technology c...
518 Why You May Want to SELL Your Accounting Firm!
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🧰 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 https://www.delphi.ai/jasonstaats/talk
💰 Today's Sponsors
Cloud Accounting Staff: cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=spon...
517 Accounting Firm Acquisition ARBITRAGE Opportunities
🎥 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
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🤝 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
Mercury: https://mercury.com/for/accountants?utm...
516 What Accounting Firms Should Prioritize Before 12/31
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🧰 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
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staats
515 Marketing Pro Explains: How Accounting Firms Can Get Ahead
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
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https://jasononline.link/x3G
👉 Download my free app database + tech stack planner: https://jasononline.link/D521
🧰 Grab my FULL service library template here https://www.ja...
514 What I Learned Going Through 42 Accounting Firm Websites
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
💰 Today's Sponsors
TeamUp: http://hireteamup.com/jason
Makershub: https://makershub.ai/
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L...
513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms
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💰 Today's Sponsors
MakersHub: https://makershub.ai/
Karbon https://karbonhq.com/
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512 How Overselling is Costing Accounting Firms Millions
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💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY
💰 Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Contin...
511 Accounting Firm Service Breakdown: Tax Advisory
🧰 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 newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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510 What Accounting Firm Roles Will AI Replace?
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🤝 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/
Stanford Tax https://stanfordtax.com/
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continue the disc...
509 Why AI Is Making Spreadsheets Cool Again!
🧰 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://makershub.ai/
Stanford Tax https://stanfordtax.com/
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continue the disc...
508 Accounting Firm Service Breakdown: Individual Tax Prep
🧰 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://makershub.ai/
Stanford Tax: https://stanfordtax.com/
Ignition: https://www.ignitionapp.com/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continu...
507 6 Ways To Increase the Value Of Your Accounting Firm
🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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📹 Here’s the ChatGPT Agent video in question: https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
ClientHub https://www.clienthub.app/
🗣️ Continue the discussion on social!<...
506 Today’s Fastest Growing Accounting AI: Is It Secure?
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
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Ignition ht...
505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping
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💰 Today's Sponsors
Ignition https://www.ignitionapp.com/
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504 Have All The Good Accountants Launched Their Own Firm?
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503 How This $1.7M Tax Firm Built Their Network
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 Sponsors
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
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502 Accounting Firm Service Breakdown: Business Tax Preparation
Grab my FULL service library template here https://www.jasononfirms.com/service-library
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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💰 Today's Sponsors
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
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X https://twitter.com/jasononfirms
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501 How To 10X Your Accounting Firm!
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
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💰 Today's Sponsors
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
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YouTube http...
500 This $100k Solo Bookkeeper Is Facing 5 Problems
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:
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💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
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Twitter https://x.com/tryjasononline
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499 Accounting Firm Service Breakdown: Bookkeeping
Grab my FULL service library template here https://www.jasononfirms.com/service-library
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🤝 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
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
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498 First Impressions: GPT-5 For Accounting Firms
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💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
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497 How To Get Accounting Clients to be More Responsive!
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💰 Today's Sponsors
Canopy https://www.getcanopy.com/
Stanford Tax https://stanfordtax.com/
Catch Canopy and Jason on the road!
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continue the discussion on social!
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496 The MOST IMPORTANT Areas of your Accounting Firm To Work On
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💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
Canopy https://www.getcanopy.com/
Catch Canopy and Jason on the road!
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continue the discussion on social!
Twi...
495 Stop Marketing Your Accounting Firm. Do This Instead
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 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
💰...
494 Do Accounting Firms Need to Disclose AI Use to Clients?
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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💰 Today's Sponsors
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Catch Canopy and Jason on the road!
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continu...
493 The 5 Ways Accounting Firms Around The World Differ
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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💰 Today's Sponsors
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Catch Canopy and Jason on the road!
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continu...
492 What’s My Price to Coach An Accounting Firm?
📌 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.cloudaccountantstaffing.com/lp/staats
Catch Canopy and Jason on the road!
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin
August 1st - Dallas, TX https://www.getcanop...
491 My Accounting Firm’s Biggest Hiring Mistake
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
ClientHub https://www.clienthub.app/
Canopy https://www.getcanopy.com/
Catch Canopy and Jason on the road!
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin
Au...
490 I Wish Someone Had Shown Me These 6 Shortcuts
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 & 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 - A...
489 How Long Does It Take To Niche An Accounting Firm?
Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1
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488 There Are Only 3 Types of Accounting Firms
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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💰 Today's Sponsors
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com/
Catch Canopy and Jason on the road!
July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin
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