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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

33:47

560 TIME Management Advice for Accounting Firms

Jason On Firms Podcast ·

2026/01/02

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication,

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33:52

559 2026 Tech Predictions for BOOKKEEPING Firms

Jason On Firms Podcast ·

2025/12/31

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xero, how month-end close automation is changing where work actually happens, and which new ledger tools

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44:58

558 2026 Tech Predictions for TAX Accounting Firms

Jason On Firms Podcast ·

2025/12/29

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around

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42:48

557 2025 BOOKKEEPING Accounting Firm Tech Highlights

Jason On Firms Podcast ·

2025/12/24

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and

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46:31

556 2025 TAX Accounting Firm Tech Highlights

Jason On Firms Podcast ·

2025/12/22

Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still

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39:28

555 Using AI To Manage Accounting Firm Communications

Jason On Firms Podcast ·

2025/12/19

🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where

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21:33

554 Let’s Solve Your Accounting Firm’s Greatest...

Jason On Firms Podcast ·

2025/12/17

🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why workflow bottlenecks keep crushing accounting firms during busy

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32:34

553 Live Coaching 6 Accounting Firms in 32 Minutes

Jason On Firms Podcast ·

2025/12/15

🚀 Talk shop with almost 700 firm owners figuring this out together: https://jasononline.link/C555T📚 See the apps I actually recommend for firms: https://jasononline.link/A555T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smarter renewals and tiers can help you make space for better work without blowing up your firm.💰 Today's

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29:52

552 This Tech Unlocks the Future of Accounting Firms

Jason On Firms Podcast ·

2025/12/12

🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T📚 Swipe my app database: http://jasononline.link/A561T📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter📝 The AI notetakers in my radar for accounting firms:Vinyl https://www.usevinyl.com/Ping https://pingassistant.com/Abacor https://abacor.com/🤖 Here are my 30 favorite AI prompts to use with meeting transcripts:

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28:06

551 Employ THIS Delegation Practice In Your...

Jason On Firms Podcast ·

2025/12/10

👋 Want to get out from behind the screen? Meet other firm leaders and jam on what’s working. Grab a spot at a city near you: https://jasononline.link/LE560T 🚀 Build a better firm faster. Join 600+ owners trading playbooks in the community: https://jasononline.link/C560T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I get honest about how much time you lose by hanging onto work your team could handle. I break down eight practical thresholds you can use across clients, tax

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29:09

550 The Uncomfortable Truth That Makes Accounting...

Jason On Firms Podcast ·

2025/12/08

👋 Come hang out in person. Swap stories with other firm owners and pick up ideas you can actually use. Save your spot: https://jasononline.link/LE559T🚀 Don’t build your firm alone. Join 600+ owners who compare notes and help each other win: https://jasononline.link/C559T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get real about over-delivering on quality and why “perfect” can actually hold your firm back. I dig into how to set the right quality bar for different types

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53:15

549 Meet The Founder Building AI for AUDITORS

Jason On Firms Podcast ·

2025/12/05

👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T☎️ Leave me a voicemail at (1)516-980-4968!Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of

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37:58

548 How Accounting Firms Can Escape the Email Inbox

Jason On Firms Podcast ·

2025/12/03

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T☎️ Leave me a voicemail at (1)516-980-4968!📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free

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34:19

547 Is Offshoring RUINING Small Accounting Firms?

Jason On Firms Podcast ·

2025/12/01

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build

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19:34

546 Is Your Accounting Firm Selling the Wrong Thing?

Jason On Firms Podcast ·

2025/11/28

👋 If you want real conversations with people running real firms, join me at an upcoming event and reserve your spot: https://jason.link/w0f🚀 Grow alongside a community that actually shares what works. Join more than 600 firm owners inside my private group: https://jason.link/4lq☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down why clients buy the lowest tier but still expect the highest level of access, and what firms can do about it. I explain how to scope not just

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55:59

545 The Secret To Accounting Firm Delegation (Keynote)

Jason On Firms Podcast ·

2025/11/26

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T 📌 Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a keynote

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44:09

544 Are Accounting Firms Sleeping On This AI App?

Jason On Firms Podcast ·

2025/11/25

Want that in-person spark that only happens when firm owners get in the same room?👋 Come join me live at an upcoming event: https://jasononline.link/LE552T📌 Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T📚 Learn more about NotebookLM here https://notebooklm.google/🎙️ This is the audio overview (podcast) prompt I used:"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in

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52:53

543 Real Talk About the State Of Accounting Firm AI

Jason On Firms Podcast ·

2025/11/21

👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from

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22:35

542 My New Favorite Referral Strategy for Accounting...

Jason On Firms Podcast ·

2025/11/19

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why

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19:49

541 10 Commandments of Accounting Firms

Jason On Firms Podcast ·

2025/11/18

👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C 📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go

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