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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

29:23

482 How Accounting Firms Can Capitalize On Changing...

Jason On Firms Podcast ·

2025/07/14

The powerful request tool Content Snare https://contentsnare.com/Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3📌 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

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46:01

481 Answering 14 Questions About Running Accounting...

Jason On Firms Podcast ·

2025/07/11

Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the

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38:09

480 13 Brutal Truths to be a Better Accounting Firm...

Jason On Firms Podcast ·

2025/07/09

📌 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/TeamUp https://www.hireteamup.com/jasonVerito https://verito.com/Missive http://missiveapp.com/jason🗣️ Continue the discussion on social!Twitter

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29:47

479 9 Ingredients to Effective Change Management in...

Jason On Firms Podcast ·

2025/07/07

📌 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 SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan

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40:06

478 An AI Security Primer for Accounting Firms

Jason On Firms Podcast ·

2025/07/04

📌 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 SponsorsClientHub https://www.clienthub.app/Verito https://verito.com/MakersHub https://makershub.ai/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan

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43:34

477 The State of Accounting Practice Management Systems

Jason On Firms Podcast ·

2025/07/02

📌 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/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan

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34:05

476 This $2M Niche Accounting Firm Generates $1M In...

Jason On Firms Podcast ·

2025/07/01

Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agCheck out my app recommenations for accounting firms here https://jasononfirms.com/appsAnd here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to

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38:05

475 Can One-Person Accounting Firms Existing in an...

Jason On Firms Podcast ·

2025/06/27

Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeTManaging Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto📌 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

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18:30

474 Should The Next Generation of Accountants be...

Jason On Firms Podcast ·

2025/06/25

📌 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 SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

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35:28

473 Should Accounting Firms Grow Via Acquisition or...

Jason On Firms Podcast ·

2025/06/23

📌 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 SponsorsClientHub https://www.clienthub.app/TeamUp http://hireteamup.com/jasonVerito https://verito.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn

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61:20

472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A

Jason On Firms Podcast ·

2025/06/20

Learn more about the folks behind this event, PASBA, here! https://pasba.org/📌 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 SponsorsMercury https://mercury.com/jasononfirmsVerito https://verito.com/ClientHub https://www.clienthub.app/TeamUp

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27:34

471 Should Accounting Firms Partner with Financial...

Jason On Firms Podcast ·

2025/06/18

Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/📌 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 SponsorsMercury https://mercury.com/jasononfirmsCloud Accountant Staffing

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34:11

470 The Most Impactful AI For Professional Services

Jason On Firms Podcast ·

2025/06/16

The AI assistant for this podcast https://www.delphi.ai/jasonstaatsSwipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing📌 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

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34:52

469 Ok But What If AI DOES Disrupt Accounting Firms?

Jason On Firms Podcast ·

2025/06/13

Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ📌 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 SponsorsKarbon https://karbonhq.com/Mercury https://mercury.com/jasononfirmsClientHub https://www.clienthub.app/Cloud

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33:33

468 How To Know if your Accounting Firm is SYSTEMATIZED

Jason On Firms Podcast ·

2025/06/11

Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ📌 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 SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsFinDaily https://findaily.io/Karbon

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47:08

467 Coaching 3 Accounting Firms on Tech Selection

Jason On Firms Podcast ·

2025/06/09

Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr📌 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 SponsorsCloud Accountant Staffing

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44:00

466 A Q&A about The Future of Accounting AI! (Q2 2025)

Jason On Firms Podcast ·

2025/06/06

Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/📌 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 SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsFinDaily https://findaily.io/Karbon

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32:48

465 Intuit Stealing Accounting Clients - Good or Bad?

Jason On Firms Podcast ·

2025/06/04

Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951📌 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 SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsFinDaily https://findaily.io/Karbon

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40:49

464 Roasting The Tech Stacks of 3 Accounting Firms

Jason On Firms Podcast ·

2025/06/02

Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr📌 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 SponsorsTeamUp

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64:27

463 Follow These Steps to turn around ANY Accounting...

Jason On Firms Podcast ·

2025/05/30

Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIMAnd the service library template I mentioned while talking systemization 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 SponsorsTeamUp

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