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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

23:48

502 Accounting Firm Service Breakdown: Business Tax...

Jason On Firms Podcast ·

2025/08/20

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 SponsorsIgnition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!X

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27:55

501 How To 10X Your Accounting Firm!

Jason On Firms Podcast ·

2025/08/18

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🤝 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 SponsorsIgnition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jason🗣️ Continue the

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26:19

500 This $100k Solo Bookkeeper Is Facing 5 Problems

Jason On Firms Podcast ·

2025/08/15

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 SponsorsStanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/🗣️ Continue the

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34:24

499 Accounting Firm Service Breakdown: Bookkeeping

Jason On Firms Podcast ·

2025/08/13

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 SponsorsStanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jasonClient Hub

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45:19

498 First Impressions: GPT-5 For Accounting Firms

Jason On Firms Podcast ·

2025/08/11

📌 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 SponsorsStanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jasonClient Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter

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23:56

497 How To Get Accounting Clients to be More Responsive!

Jason On Firms Podcast ·

2025/08/08

📌 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 SponsorsCanopy 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

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17:19

496 The MOST IMPORTANT Areas of your Accounting Firm...

Jason On Firms Podcast ·

2025/08/07

📌 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 SponsorsStanford 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

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21:43

495 Stop Marketing Your Accounting Firm. Do This Instead

Jason On Firms Podcast ·

2025/08/06

Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1My app recommendation database https://jasononfirms.com/appsMy 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-promptsMy 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

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19:57

494 Do Accounting Firms Need to Disclose AI Use to...

Jason On Firms Podcast ·

2025/08/05

📌 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 SponsorsCanopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! August 7th - Minneapolis, MN

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21:43

493 The 5 Ways Accounting Firms Around The World Differ

Jason On Firms Podcast ·

2025/08/04

📌 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 SponsorsCanopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! August 7th - Minneapolis, MN

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29:29

492 What’s My Price to Coach An Accounting Firm?

Jason On Firms Podcast ·

2025/08/01

📌 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 SponsorsClientHub https://www.clienthub.app/Canopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! July 31st - Austin, TX

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17:36

491 My Accounting Firm’s Biggest Hiring Mistake

Jason On Firms Podcast ·

2025/07/31

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 SponsorsClientHub https://www.clienthub.app/Canopy https://www.getcanopy.com/Catch Canopy and Jason on the

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19:12

490 I Wish Someone Had Shown Me These 6 Shortcuts

Jason On Firms Podcast ·

2025/07/30

My practice management system recommender https://www.jasononfirms.com/pmrecDan 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 SponsorsMakersHub

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20:44

489 How Long Does It Take To Niche An Accounting Firm?

Jason On Firms Podcast ·

2025/07/29

Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?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 SponsorsMakersHub https://makershub.ai/Canopy https://www.getcanopy.com/Catch Canopy and

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24:00

488 There Are Only 3 Types of Accounting Firms

Jason On Firms Podcast ·

2025/07/28

📌 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 SponsorsMakersHub 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 August 1st - Dallas, TX

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29:48

487 How To Get ChatGPT To Send You Accounting Clients

Jason On Firms Podcast ·

2025/07/25

📌 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 SponsorsMakersHub https://makershub.ai/ClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter

en

32:54

486 First Impressions: ChatGPT AGENT For Accounting...

Jason On Firms Podcast ·

2025/07/23

📌 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 SponsorsMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClientHub https://www.clienthub.app/Mercury

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26:59

485 The 6 Small Business Traps that Accounting Firms...

Jason On Firms Podcast ·

2025/07/21

Some of the resources I mentioned:My app recommendation database https://jasononfirms.com/appsMy service library templates https://jasononfirms.com/service-libraryMy 1040 workflow breakdown https://jasononfirms.com/1040My AI prompts for your meetings https://jasononfirms.com/meeting-promptsHere’s that automated time tracker Rize https://rize.io/To learn more about building offers check out Hormozi’s $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3📌

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59:09

484 Tax Prep For Accounting Firms - The Workflow...

Jason On Firms Podcast ·

2025/07/18

📌 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 SponsorsMakersHub https://makershub.ai/Verito https://verito.com/TeamUp https://www.hireteamup.com/jasonMissive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury

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29:19

483 Can AI Clone My Accounting Expertise?

Jason On Firms Podcast ·

2025/07/16

Take my avatar for a spin here https://www.delphi.ai/jasonstaatsAnd give Delphi a try at https://www.delphi.ai/📌 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 SponsorsMakersHub https://makershub.ai/Missive http://missiveapp.com/jasonCloud Accountant Staffing

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