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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

55:59

545 The Secret To Accounting Firm Delegation (Keynote)

Jason On Firms Podcast ·

2025/11/26

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T 📌 Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a keynote

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44:09

544 Are Accounting Firms Sleeping On This AI App?

Jason On Firms Podcast ·

2025/11/25

Want that in-person spark that only happens when firm owners get in the same room?👋 Come join me live at an upcoming event: https://jasononline.link/LE552T📌 Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T📚 Learn more about NotebookLM here https://notebooklm.google/🎙️ This is the audio overview (podcast) prompt I used:"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in

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52:53

543 Real Talk About the State Of Accounting Firm AI

Jason On Firms Podcast ·

2025/11/21

👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from

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22:35

542 My New Favorite Referral Strategy for Accounting...

Jason On Firms Podcast ·

2025/11/19

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why

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19:49

541 10 Commandments of Accounting Firms

Jason On Firms Podcast ·

2025/11/18

👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C 📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go

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26:17

540 First Impressions: GPT-5.1 For Accounting Firms

Jason On Firms Podcast ·

2025/11/17

👋 Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https://jason.link/g73 🚀 Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https://jason.link/c9j ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools,

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60:27

539 The $1,000/hr Accounting Service No One Talks About

Jason On Firms Podcast ·

2025/11/14

👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s 💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7 ☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning

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47:19

Coaching 6 Accounting Firms in 47 Minutes

Jason On Firms Podcast ·

2025/11/12

👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/vgm🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/o00☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. You’ll learn why referrals alone hold you

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26:17

537 The Reason Accounting Firms Get STUCK

Jason On Firms Podcast ·

2025/11/10

👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/1v6 🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/ccw☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down the five biggest traps that keep firm owners stuck doing the same work year after year. You’ll learn how to delegate

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63:26

536 Fireside: Accounting Firm Trends and 2026 Tech...

Jason On Firms Podcast ·

2025/11/07

👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4 📩Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in

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39:05

Common Mistakes In Accounting Services Proposals

Jason On Firms Podcast ·

2025/11/05

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50:19

534 The Recent AI Updates Accounting Firms Need To See

Jason On Firms Podcast ·

2025/11/03

👋 Let’s keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh 🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a 👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use:

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40:18

How To Make Attending An Accounting Conference...

Jason On Firms Podcast ·

2025/10/31

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc 👋 Join me at one of my upcoming events: jason.link/908 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms

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35:35

The Most Common Accounting Firm Money Trap [This is...

Jason On Firms Podcast ·

2025/10/29

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn

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35:22

531 How To Manage TASKS In Your Accounting Firm

Jason On Firms Podcast ·

2025/10/27

💼 My practice management system recommend…er: jason.link/00v 📖 My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Client Hub: http://clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ Cloud Accountant

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26:23

530 First Impressions: The New ChatGPT BROWSER For...

Jason On Firms Podcast ·

2025/10/24

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube

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34:12

529 The Niche Software Set To Blow Up This Accounting...

Jason On Firms Podcast ·

2025/10/22

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's SponsorsKeeper: https://keeper.app/TeamUp: http://hireteamup.com/jasonClient Hub: http://clienthub.app/Stanford Tax: https://stanfordtax.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn

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28:51

528 Dealing With Pricing Objections in an Accounting...

Jason On Firms Podcast ·

2025/10/20

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/yi3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube

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34:11

527 Does AI Mean ADVISORY Is The Future for...

Jason On Firms Podcast ·

2025/10/17

🚨 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 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason

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27:09

The Accounting Firm Unlimited Client Hack

Jason On Firms Podcast ·

2025/10/15

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck💰 Today's SponsorsClientHub: https://www.clienthub.app/Canopy: https://www.getcanopy.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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565 results

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