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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

36:09

442 How To Know When Work is “Good Enough”

Jason On Firms Podcast ·

2025/04/11

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 communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClient Hub https://www.clienthub.app/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

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37:12

441 AI Use Cases with LinkedIn’s Top Finance Influencer

Jason On Firms Podcast ·

2025/04/09

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 communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue

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21:42

440 The Only 8 Ways To Deliver Financials to a Client

Jason On Firms Podcast ·

2025/04/08

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 communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClientHub https://www.clienthub.app/🗣️ Continue the discussion on

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33:06

439 Why Accounting Firm Leaders Need an Assistant

Jason On Firms Podcast ·

2025/04/04

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

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33:36

438 The Race to AGI And It's Impact on Accounting Firms

Jason On Firms Podcast ·

2025/04/03

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 communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/🗣️ Continue the

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31:19

437 6 Ways Accounting Firms Can Use ChatGPT Image...

Jason On Firms Podcast ·

2025/03/31

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter

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19:36

436 A LinkedIn Posting Strategy for Professional Firms

Jason On Firms Podcast ·

2025/03/28

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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32:59

435 The Best AI Assistant for Professional Firms

Jason On Firms Podcast ·

2025/03/26

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter

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26:07

434 My Firm Stopped Using Intuit Products - Here's...

Jason On Firms Podcast ·

2025/03/24

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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35:00

433 The Story of a Developer Who Bought an Accounting...

Jason On Firms Podcast ·

2025/03/21

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter

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22:40

432 The State of Accounting AI Agents

Jason On Firms Podcast ·

2025/03/20

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 communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

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34:22

431 The Great Advisory Grift

Jason On Firms Podcast ·

2025/03/19

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp https://www.hireteamup.com/Canopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter

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31:30

430 The Three Ways To Manage Client Status Updates

Jason On Firms Podcast ·

2025/03/17

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp https://www.hireteamup.com/Canopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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40:52

429 Deep Research May Be The Best AI for Accountants

Jason On Firms Podcast ·

2025/03/14

Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT 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-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdf💰 Today's SponsorsCloud Accountant Staffing

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36:53

428 Accounting Vendors are Using My Data with AI!

Jason On Firms Podcast ·

2025/03/12

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonMakershub https://makershub.ai/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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24:13

427 How to Grow Your Firm When You’re Swamped

Jason On Firms Podcast ·

2025/03/10

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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31:22

426 Invest Money In Software or People? 🤔

Jason On Firms Podcast ·

2025/03/07

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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32:36

425 Why You Should Use 3 Tier Proposals

Jason On Firms Podcast ·

2025/03/05

Check these out!Ignition https://www.ignitionapp.com/Anchor https://www.sayanchor.com/💰 Today's SponsorsTeamUp https://www.hireteamup.com/Ramp http://ramp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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21:55

424 5 Ways To Use Your Meeting Transcripts

Jason On Firms Podcast ·

2025/03/04

More about meeting recorders https://www.youtube.com/watch?v=eyee2vVz2mk💰 Today's SponsorsTeamUp https://www.hireteamup.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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29:59

423 Should ANY Accountants Be Doing Payroll in 2025?

Jason On Firms Podcast ·

2025/02/28

Watch the Matthew Patrick Episode https://www.youtube.com/watch?v=NdsJYaDB3MkCheck out the new channel! https://www.youtube.com/@tryjasononlineAnd my new Excel + ChatGPT video 👀 https://youtu.be/JNvlIIgox68?si=lMJ-_l5gGzuEU_i7💰 Today's SponsorsTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

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542 results

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