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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

27:12

308 How Accounting Firm Partnerships Work

Jason On Firms Podcast ·

2024/08/21

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ 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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28:56

307 Tax Pros: What To Know About Working With...

Jason On Firms Podcast ·

2024/08/20

The TallyFor trial balance app I mentioned https://www.tallyfor.com/Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the

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31:46

306 Bookkeepers: What To Know About Working With Tax...

Jason On Firms Podcast ·

2024/08/19

Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

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24:43

305 How To Price The Tiers of your Accounting Proposals

Jason On Firms Podcast ·

2024/08/16

Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2The AI app discussed, Wordware https://www.wordware.ai/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on

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60:26

304 The State of AI Adoption In Accounting in 2024,...

Jason On Firms Podcast ·

2024/08/15

Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the

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43:04

303 The 15 Reasons To NOT Specialize Your Accounting...

Jason On Firms Podcast ·

2024/08/14

💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

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35:28

302 The Best Tax Software for US Accounting Firms...

Jason On Firms Podcast ·

2024/08/13

⚒️ Apps mentioned today (let me know if I missed any)Drake for tax prep https://www.drakesoftware.com/Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-csCCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/taxLacerte https://accountants.intuit.com/tax-software/lacerte/Intuit ProConnect for tax prep https://accountants.intuit.com/Pitbull for tax resolution https://www.pitbulltax.com/Canopy for tax resolution

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35:32

301 The 22 Types of Software Your Accounting Firm Needs

Jason On Firms Podcast ·

2024/08/12

⚒️ Apps mentioned today (let me know if I missed any)Copilot for client portal stuff https://www.copilot.com/Karbon for client-centric PM things https://karbonhq.com/SafeSend for tax workflows https://safesend.com/Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-softwareDiscord for team chat https://discord.gg/Slack for team chat https://slack.com/Zoom for video conferencing https://zoom.us/Google Meet for video conferencing

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28:54

300 Pros & Cons of Relationship Managers in Firms

Jason On Firms Podcast ·

2024/08/09

The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on

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26:25

299 The Big Decision Your Firm Needs To Make

Jason On Firms Podcast ·

2024/08/08

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/Fear-Setting-with-Tim-Ferriss.pdf💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s

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33:22

298 Ask Clients These Questions To Increase Profit $$$

Jason On Firms Podcast ·

2024/08/07

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

en

25:04

297 Let’s Attract Niche Clients to this Accounting Firm

Jason On Firms Podcast ·

2024/08/06

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

29:52

296 How To Grow Your Accounting Firm Beyond Upwork

Jason On Firms Podcast ·

2024/08/05

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

38:38

295 How To Close More Sales in your Accounting Firm

Jason On Firms Podcast ·

2024/08/02

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

56:52

294 Who Would Be Your First 20 Hires? ft. Chad Davis

Jason On Firms Podcast ·

2024/08/01

Check out Chad’s new automation community! https://automationtown.io/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

en

28:49

293 Here’s Why You Shouldn’t Standardize Your...

Jason On Firms Podcast ·

2024/07/31

💰 Today's SponsorsFinancial Cents https://financial-cents.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

41:36

292 Running A Half-Time Tax Advisory Practice ft....

Jason On Firms Podcast ·

2024/07/30

Check out Josie’s upcoming event here! https://profitablelifestylefirm.com/Shoot her an email with questions at josie@solotaxcoach.comHere’s her coaching site https://solotaxcoach.com/And her firm site https://jparrcpa.com/💰 Today's SponsorsFinancial Cents https://financial-cents.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on

en

33:42

291 9 Things Accounting Firms DON’T Have To Do Anymore

Jason On Firms Podcast ·

2024/07/29

💰 Today's SponsorsFinancial Cents https://financial-cents.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

33:42

290 Is Value Pricing Amoral?

Jason On Firms Podcast ·

2024/07/26

Grab the two books discussed this week:Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526And check out Jonathan Stark’s work https://jonathanstark.com/💰 Today's SponsorsFinancial Cents https://financial-cents.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the

en

33:10

289 How Subscription Pricing Changes Accounting Firms

Jason On Firms Podcast ·

2024/07/25

Grab the two books discussed this week:Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526And check out Jonathan Stark’s work https://jonathanstark.com/💰 Today's SponsorsFinancial Cents https://financial-cents.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the

en

568 results

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