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PODCAST

Jason On Firms Podcast

I"m Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

business entrepreneurship

All Episodes

25:49

565 The One Sentence That Lands Better Clients

Jason On Firms Podcast ·

2026/01/14

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T☎️ Leave me a voicemail at (1)516-980-4968!📩 My newsletter! https://jasononline.link/N570TIn this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a

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27:02

564 Great Accounting Firm “Workflow”, Defined

Jason On Firms Podcast ·

2026/01/12

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T☎️ Leave me a voicemail at (1)516-980-4968!📚 Here’s that service library resource: https://jasononline.link/SL569TIn this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right

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24:34

563 Profitable 1099 Work! A Guide for Accounting Firms

Jason On Firms Podcast ·

2026/01/09

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients

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6:08

562 Accounting Firms: Your New Year’s Manifesto

Jason On Firms Podcast ·

2026/01/08

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like to get back into work that actually energizes you, and why most of the “scary” decisions firm

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37:22

561 He Built the AI That Runs Your Accounting Firm

Jason On Firms Podcast ·

2026/01/05

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From

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33:47

560 TIME Management Advice for Accounting Firms

Jason On Firms Podcast ·

2026/01/02

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication,

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33:52

559 2026 Tech Predictions for BOOKKEEPING Firms

Jason On Firms Podcast ·

2025/12/31

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xero, how month-end close automation is changing where work actually happens, and which new ledger tools

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44:58

558 2026 Tech Predictions for TAX Accounting Firms

Jason On Firms Podcast ·

2025/12/29

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around

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42:48

557 2025 BOOKKEEPING Accounting Firm Tech Highlights

Jason On Firms Podcast ·

2025/12/24

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and

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46:31

556 2025 TAX Accounting Firm Tech Highlights

Jason On Firms Podcast ·

2025/12/22

Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still

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39:28

555 Using AI To Manage Accounting Firm Communications

Jason On Firms Podcast ·

2025/12/19

🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where

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21:33

554 Let’s Solve Your Accounting Firm’s Greatest...

Jason On Firms Podcast ·

2025/12/17

🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why workflow bottlenecks keep crushing accounting firms during busy

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32:34

553 Live Coaching 6 Accounting Firms in 32 Minutes

Jason On Firms Podcast ·

2025/12/15

🚀 Talk shop with almost 700 firm owners figuring this out together: https://jasononline.link/C555T📚 See the apps I actually recommend for firms: https://jasononline.link/A555T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smarter renewals and tiers can help you make space for better work without blowing up your firm.💰 Today's

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29:52

552 This Tech Unlocks the Future of Accounting Firms

Jason On Firms Podcast ·

2025/12/12

🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T📚 Swipe my app database: http://jasononline.link/A561T📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter📝 The AI notetakers in my radar for accounting firms:Vinyl https://www.usevinyl.com/Ping https://pingassistant.com/Abacor https://abacor.com/🤖 Here are my 30 favorite AI prompts to use with meeting transcripts:

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28:06

551 Employ THIS Delegation Practice In Your...

Jason On Firms Podcast ·

2025/12/10

👋 Want to get out from behind the screen? Meet other firm leaders and jam on what’s working. Grab a spot at a city near you: https://jasononline.link/LE560T 🚀 Build a better firm faster. Join 600+ owners trading playbooks in the community: https://jasononline.link/C560T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I get honest about how much time you lose by hanging onto work your team could handle. I break down eight practical thresholds you can use across clients, tax

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29:09

550 The Uncomfortable Truth That Makes Accounting...

Jason On Firms Podcast ·

2025/12/08

👋 Come hang out in person. Swap stories with other firm owners and pick up ideas you can actually use. Save your spot: https://jasononline.link/LE559T🚀 Don’t build your firm alone. Join 600+ owners who compare notes and help each other win: https://jasononline.link/C559T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get real about over-delivering on quality and why “perfect” can actually hold your firm back. I dig into how to set the right quality bar for different types

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53:15

549 Meet The Founder Building AI for AUDITORS

Jason On Firms Podcast ·

2025/12/05

👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T☎️ Leave me a voicemail at (1)516-980-4968!Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of

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37:58

548 How Accounting Firms Can Escape the Email Inbox

Jason On Firms Podcast ·

2025/12/03

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T☎️ Leave me a voicemail at (1)516-980-4968!📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free

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34:19

547 Is Offshoring RUINING Small Accounting Firms?

Jason On Firms Podcast ·

2025/12/01

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build

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19:34

546 Is Your Accounting Firm Selling the Wrong Thing?

Jason On Firms Podcast ·

2025/11/28

👋 If you want real conversations with people running real firms, join me at an upcoming event and reserve your spot: https://jason.link/w0f🚀 Grow alongside a community that actually shares what works. Join more than 600 firm owners inside my private group: https://jason.link/4lq☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down why clients buy the lowest tier but still expect the highest level of access, and what firms can do about it. I explain how to scope not just

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565 results

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