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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

39:05

Common Mistakes In Accounting Services Proposals

Jason On Firms Podcast ·

2025/11/05

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50:19

534 The Recent AI Updates Accounting Firms Need To See

Jason On Firms Podcast ·

2025/11/03

👋 Let’s keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh 🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a 👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use:

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40:18

How To Make Attending An Accounting Conference...

Jason On Firms Podcast ·

2025/10/31

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc 👋 Join me at one of my upcoming events: jason.link/908 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms

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35:35

The Most Common Accounting Firm Money Trap [This is...

Jason On Firms Podcast ·

2025/10/29

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn

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35:22

531 How To Manage TASKS In Your Accounting Firm

Jason On Firms Podcast ·

2025/10/27

💼 My practice management system recommend…er: jason.link/00v 📖 My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Client Hub: http://clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ Cloud Accountant

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26:23

530 First Impressions: The New ChatGPT BROWSER For...

Jason On Firms Podcast ·

2025/10/24

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube

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34:12

529 The Niche Software Set To Blow Up This Accounting...

Jason On Firms Podcast ·

2025/10/22

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's SponsorsKeeper: https://keeper.app/TeamUp: http://hireteamup.com/jasonClient Hub: http://clienthub.app/Stanford Tax: https://stanfordtax.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn

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28:51

528 Dealing With Pricing Objections in an Accounting...

Jason On Firms Podcast ·

2025/10/20

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/yi3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube

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34:11

527 Does AI Mean ADVISORY Is The Future for...

Jason On Firms Podcast ·

2025/10/17

🚨 Take a look at the accounting-specific meeting notetakers I mentioned: Vinyl: https://www.usevinyl.com/ Ping: https://pingassistant.com/ Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason

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27:09

The Accounting Firm Unlimited Client Hack

Jason On Firms Podcast ·

2025/10/15

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck💰 Today's SponsorsClientHub: https://www.clienthub.app/Canopy: https://www.getcanopy.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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22:42

525 What’s The Most PROFITABLE Accounting Firm You...

Jason On Firms Podcast ·

2025/10/13

Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq💰 Today's SponsorsCloud Accountant Staffing: http://hireteamup.com/jasonCanopy: https://www.getcanopy.com/🗣️ Continue the discussion on social!X

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39:47

524 It’s Time We Stop Trying To Educate Our Clients

Jason On Firms Podcast ·

2025/10/10

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4zHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj💰 Today's SponsorsClientHub: https://www.clienthub.app/TeamUp: http://hireteamup.com/jasonCanopy: https://www.getcanopy.com/MakersHub:

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26:01

523 Text Messaging Best Practices in Accounting Firms

Jason On Firms Podcast ·

2025/10/08

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e💰 Today's SponsorsClientHub: https://www.clienthub.app/TeamUp: http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube

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23:00

522 How To Launch Your Accounting Firm’s Online...

Jason On Firms Podcast ·

2025/10/06

🤝 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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMercury:

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23:47

521 What To Do With LEGACY Accounting Firm Clients

Jason On Firms Podcast ·

2025/10/03

🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3GHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staatsMakersHub:

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34:39

520 Don’t Run A Paid Ad for your Accounting Firm...

Jason On Firms Podcast ·

2025/10/01

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3GHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE💰 Today's

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41:22

519 Is AI Making Junior Accountants Turn Off Their...

Jason On Firms Podcast ·

2025/09/29

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talkHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE💰 Today's SponsorsTeamUp: https://www.hireteamup.com/ClientHub: https://www.clienthub.app/Mercury:

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39:21

518 Is AI Making Junior Accountants Turn Off Their...

Jason On Firms Podcast ·

2025/09/26

📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 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🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk💰 Today's SponsorsCloud Accounting Staff:

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31:15

Accounting Firm Acquisition ARBITRAGE Opportunities

Jason On Firms Podcast ·

2025/09/24

🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 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💰

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46:15

516 What Accounting Firms Should Prioritize Before 12/31

Jason On Firms Podcast ·

2025/09/22

🤝 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👉 Download my free app database + tech stack planner: https://jasononline.link/D525🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsMercury:

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535 results

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