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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

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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33:52

462 Breaking Down a 2 Person $600k/yr Accounting Firm

Jason On Firms Podcast ·

2025/05/28

Complete this form, and we'll share valuable insights on what else you can do: 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 SponsorsTeamUp http://hireteamup.com/jasonClient Hub https://www.clienthub.app/Cloud

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27:23

461 The Only Payroll Software Accounting Firms Should...

Jason On Firms Podcast ·

2025/05/26

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/jasonClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter

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18:12

460 This Is THE PERFECT Accounting Firm Client

Jason On Firms Podcast ·

2025/05/23

Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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

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36:43

459 Simple Video Advice for Accounting Firms

Jason On Firms Podcast ·

2025/05/21

30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharingLet me know what else I should build some prompt templates for 🙂💾 SoftwareLoom https://loom.com/Descript https://descript.com/🎥 HardwareElgato Facecam https://www.elgato.com/us/en/p/facecam-mk2Neewer Light Stand https://www.amazon.com/Stainless-Cushioned-Photography-Universal-Monolight/dp/B0B5G9F23T?sr=8-4Amaran entry-level light

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29:15

458 This Is How You Find A More Profitable Client

Jason On Firms Podcast ·

2025/05/19

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Canopy https://www.getcanopy.comIgnition

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30:50

457 Why Better Clients Aren’t Finding Your Firm

Jason On Firms Podcast ·

2025/05/16

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Canopy https://www.getcanopy.comIgnition

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32:45

456 The Most Important Software Tax Firms Will Buy!

Jason On Firms Podcast ·

2025/05/14

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Canopy https://www.getcanopy.comIgnition

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33:56

455 The Ultimate Hack to Build Your Client Network

Jason On Firms Podcast ·

2025/05/12

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Cloud Accountant Staffing

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33:35

454 Do I Regret Selling My Accounting Firm?

Jason On Firms Podcast ·

2025/05/09

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/staatsIgnition https://www.ignitionapp.com/TeamUp

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37:36

453 Revamping A 4 Partner Accounting Firm

Jason On Firms Podcast ·

2025/05/07

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/jasonCanopy https://www.getcanopy.com/Cloud Accountant Staffing

en

47:39

452 A New Way to Deliver Financials To Your Clients...

Jason On Firms Podcast ·

2025/05/06

Learn more about NotebookLM here https://notebooklm.google/Here’s the first prompt I used:You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance

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31:08

451 The Best Ledger Software for Accounting Firms

Jason On Firms Podcast ·

2025/05/02

My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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

en

30:50

450 The WILDEST Tech Stack I’ve Ever Seen in an...

Jason On Firms Podcast ·

2025/04/30

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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

en

23:23

449 Watch This if you’re Trying To Hire an Accounting...

Jason On Firms Podcast ·

2025/04/28

Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkMCheck out this app database https://www.jasononfirms.com/apps✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter

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32:09

448 How Much Should Firms Increase Prices Each Year?

Jason On Firms Podcast ·

2025/04/25

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

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24:11

447 The #1 Tech Unlock for Accounting Firms

Jason On Firms Podcast ·

2025/04/23

Content Snare https://contentsnare.com/✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

en

36:01

446 How This $500k/yr Tax Firm Can 2x Profit in 3 Steps

Jason On Firms Podcast ·

2025/04/21

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

en

33:07

445 Follow THIS Process To Nail Your Tech Stack in 2025

Jason On Firms Podcast ·

2025/04/18

Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_linkAnd join the email list to get my tool recs for each category jasononline.link/kQ7✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCloud Accountant Staffing

en

33:24

444 10 Ways to get 10x The Return for your Time

Jason On Firms Podcast ·

2025/04/16

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube

en

543 results

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