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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

33:14

128 What Do Accounting Firms Need from a CRM?

Jason On Firms Podcast ·

2023/10/20

💰 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

32:41

127 10 Tips for Accounting Firms Selling Bill Pay

Jason On Firms Podcast ·

2023/10/19

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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

25:14

126 Documenting Client Communications in Accounting...

Jason On Firms Podcast ·

2023/10/18

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountantsCloud 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

25:37

125 Create A Podcast in your Accounting Firm From...

Jason On Firms Podcast ·

2023/10/16

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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

28:17

124 Could Accountants Unionize Against AI?

Jason On Firms Podcast ·

2023/10/13

The Writer's Strike is Over https://techcrunch.com/2023/09/26/writers-strike-over-ai/The Humane AI pin https://www.theverge.com/2023/9/30/23897065/humane-ai-pin-coperni-paris-fashion-weekRewind Pendant AI wearable https://www.rewind.ai/pendantFacebook's new AR glasses https://about.fb.com/news/2023/09/new-ray-ban-meta-smart-glasses/https://brandons-newsletter-bcbda5.beehiiv.com/subscribe?ref=Q275sAsLuwhttps://www.justinwelsh.me/newsletters💰 Today's SponsorsClient Hub

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79:14

123 Managing Org Charts in Accounting Firms

Jason On Firms Podcast ·

2023/10/12

💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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

26:42

122 Delegation Opportunities in Accounting Firms

Jason On Firms Podcast ·

2023/10/11

💰 Today's SponsorsClient Hub https://www.clienthub.app/TeamUp https://www.hireteamup.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

25:16

121 Defining The Online Identity of your Accounting Firm

Jason On Firms Podcast ·

2023/10/10

💰 Today's SponsorsCanopy https://www.canopytax.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

38:37

120 This Week in Public Accounting News 10/09/23

Jason On Firms Podcast ·

2023/10/09

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/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

en

31:21

119 How Success Becomes A Blocker to Personal Growth

Jason On Firms Podcast ·

2023/10/06

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

30:34

118 The Future of Accounting Firm Conferences

Jason On Firms Podcast ·

2023/10/05

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

32:46

117 When To Switch Software in your Accounting Firm

Jason On Firms Podcast ·

2023/10/04

Microsoft 365 Copilot https://blogs.microsoft.com/blog/2023/03/16/introducing-microsoft-365-copilot-your-copilot-for-work/Rewind Pendant https://www.rewind.ai/pendantHumane AI Pin https://x.com/ianzelbo/status/1708234414059122767?s=20💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalTech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on

en

30:00

116 The Impact of AI On Offshore & Entry Level...

Jason On Firms Podcast ·

2023/10/03

Harvard study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4573321MetaGPT https://github.com/geekan/MetaGPTMicrosoft AutoGen https://www.microsoft.com/en-us/research/blog/autogen-enabling-next-generation-large-language-model-applications/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the

en

31:01

115 How To Double The Prices in your Accounting Firm

Jason On Firms Podcast ·

2023/10/02

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

37:14

114 A Big ChatGPT Update for Accountants

Jason On Firms Podcast ·

2023/09/29

The PI voice assistant https://youtu.be/99mERjGebvg?si=kMplMzAZVyJ2MlfuGPT-4 preparing tax returns https://youtu.be/hjw45TDROUs?si=Bg_7v3HNDa6_Seb3💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

en

41:43

113 Windows Copilot is Here 🎉 What It Means For...

Jason On Firms Podcast ·

2023/09/27

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

29:41

112 11 Fall Marketing Ideas for your Accounting Firm

Jason On Firms Podcast ·

2023/09/25

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://www.liveflow.io/solutions/accountantsTech Guru https://www.techguruit.com/Accountests https://accountests.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

33:40

111 When To Increase Prices in an Accounting Firm

Jason On Firms Podcast ·

2023/09/22

💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://www.liveflow.io/solutions/accountantsTech Guru https://www.techguruit.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

32:16

110 Building A Micro Niche Accounting Firm

Jason On Firms Podcast ·

2023/09/20

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

en

31:00

109 8 Things Accounting Firms Should Stop Doing

Jason On Firms Podcast ·

2023/09/18

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/solutions/accounting-client-portalClient Hub https://www.clienthub.app/LiveFlow https://www.liveflow.io/solutions/accountants🗣️ 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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