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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

26:34

148 The State of Accounting AI

Jason On Firms Podcast ·

2023/11/22

Other content referenced in this episode:How to use AI for research https://youtu.be/VfGiIj5YUog?si=Z4gVW2RPvSFkryfQBuilding a preaccounting process https://youtu.be/tBOn5XDiwdQ?si=fqXLb9q_NjKeCGKSDevelop an AI usage policy https://youtu.be/gxTH7_iUcpk?si=Z4-qPdarBVDIGpx6The path to fully automated bookkeeping https://youtu.be/gqc5I5NLm8Q?si=KAxuImukjoFmgR5p🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

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34:22

147 Why Accountants Should Educate Accountants

Jason On Firms Podcast ·

2023/11/21

Check out Ashley's AI course https://kta.ai/Ashley's LinkedIn https://www.linkedin.com/in/ashley-francis-seattle/Ashley's X https://twitter.com/seattle_tax💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

en

36:23

146 Making Hard Choices in an Accounting Firm

Jason On Firms Podcast ·

2023/11/20

Tim Ferriss' Ted Talk https://youtu.be/5J6jAC6XxAI?si=YtZXaAuOb76QcMEFA doc for going through the framework https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalForwardly https://www.forwardly.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter

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30:49

145 The Wrong Way To Run An Accounting Practice in 2023

Jason On Firms Podcast ·

2023/11/17

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

30:38

144 The Story of an Improv Accountant

Jason On Firms Podcast ·

2023/11/16

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

25:02

143 The 6 Risks Of Niching Your Accounting Firm

Jason On Firms Podcast ·

2023/11/14

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

29:18

142 Why Your Accounting Firm Needs A Preaccounting...

Jason On Firms Podcast ·

2023/11/13

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

32:15

141 How To Get Clients To Stop Calling Your...

Jason On Firms Podcast ·

2023/11/10

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

38:09

140 Does A Big Twitter Following Help Your Accounting...

Jason On Firms Podcast ·

2023/11/09

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

34:51

139 What OpenAI's Latest Announcements mean for...

Jason On Firms Podcast ·

2023/11/08

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

30:32

138 The First Step to Systematize Your Accounting Firm

Jason On Firms Podcast ·

2023/11/07

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

30:46

137 The Best Change You Can Make to your Accounting...

Jason On Firms Podcast ·

2023/11/06

Here's yesterday's video https://www.youtube.com/watch?v=Qh1CFWtv1TIAnd a link to use the ChatGPT conversation discussed in this episode https://chat.openai.com/share/eb445360-654c-4178-9a1d-423b8b9206f3💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter

en

33:31

136 Using Internal AI Chatbots in Accounting Firms

Jason On Firms Podcast ·

2023/11/03

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

27:56

135 Working ON THE BUSINESS in an Accounting Firm

Jason On Firms Podcast ·

2023/11/02

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

26:24

134 The Legacy of an Accounting Firm

Jason On Firms Podcast ·

2023/11/01

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

30:20

133 Develop An AI Usage Policy in your Accounting Firm

Jason On Firms Podcast ·

2023/10/30

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

33:53

132 Follow Your Dreams or Run An Accounting Firm?

Jason On Firms Podcast ·

2023/10/27

The AICPA's new AI toolkit https://www.cpa.com/gen-ai💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

36:49

131 Should Accounting Firms Invest in YouTube?

Jason On Firms Podcast ·

2023/10/26

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

28:20

130 A Better Way To Select Your Accounting Firm Software

Jason On Firms Podcast ·

2023/10/25

Grab a copy of the report here! 👉 https://go.rlz.io/pm💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

27:12

129 Challenge Assumptions to Build A Better...

Jason On Firms Podcast ·

2023/10/23

https://youtu.be/EfMYTK9IwPU?si=X3jsVcRqEV62yUiY💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

568 results

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