Jason On Firms Podcast cover image

Jason On Firms Podcast

Latest episodes

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Jun 4, 2024 • 33min

255 Should This Firm’s Site Have A Pricing Calculator?

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Jun 3, 2024 • 30min

254 The Doc Mgmt Services We’re Giving Away FOR FREE

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 31, 2024 • 40min

253 Should Your Firm Do Something New? Or More Of The Same?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 30, 2024 • 37min

252 Running A Firm AND Staying Married!

Find Michael on Twitter here https://twitter.com/MichaelMeihausHere’s the full original text of Michael’s approach:Coming up on 9 years married myself, 1 kid and 1 on the way. I had a few busy seasons like this prior to leaving to start my own firm. Not an expert at parenting, marriage or owning a firm so these are just my own thoughts/things I've tried. 😂”First and foremost, discuss expectations:1) How many hours/nights/weekends do you think is sustainable to work? Come with a number and ask her insight or perspective.2) Discuss distribution of household responsibilities. There’s research out there that couples mutually agreeing on who is responsible for what is more important than perfectly fair 50/50 distribution.3) Discuss expectations of family time, and couple time during the period. How many dates, family outings, dinners, etc. to stay connected.4) Discuss how you will course correct when things get off track. Accountability from another firm owner, friend, mentor?5) Write everything down and track your metrics from above during busy season.Look at the Business:1) Look honestly at your client list now that you have an hours per week figure in mind.2) Give your business the Realize special: Raise prices, fire clients, hire more help, or do all three. If you’re understaffed proportional to the work you need to do, nothing else will be able to prevent a repeat of the last busy season.Other ideasBuy back your/your wife’s time (we have these all except for the chef. I’m the chef). Without the chef it is about $5,000 a year for us and probably saves us 50+ hours a month.-Twice a month house cleaner-Twice a month yard guy-Pest control-Instacart-Doordash-Home Chef: I have heard of people paying for someone to come once a week to cook meals for the week. They said it was about $150-200 a week.-If your wife is the primary caregiver for the kids, consider part time nanny during the week, if she works, consider additional help during the late evening or early morning when you’re working, or on the weekends.”💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrForwardly http://forwardly.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
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May 29, 2024 • 31min

251 How to double down on your best clients

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTech Guru https://www.techguruit.com/Forwardly http://forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 28, 2024 • 25min

250 This Solo Firm Is Running $140k In 3 Days Per Week

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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May 27, 2024 • 37min

249 7 secret tools social media wizards use (for accounting firms)

🛠️ Tools from today’s podHemingway App https://hemingwayapp.com/Otter AI https://otter.ai/Claude https://claude.ai/Hypefury https://hypefury.com/Typeshare https://typeshare.co/Taplio https://taplio.com/carousel💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub 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
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May 24, 2024 • 33min

248 Does The Name Of Your Accounting Firm Matter?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub 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
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May 23, 2024 • 40min

247 Pros & Cons of Buying A Firm in 2024

Check out Patrick’s new pod Inspired or Acquired https://inspiredoracquired.transistor.fm/And following his Twitter here https://twitter.com/patrickdichter💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub 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
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May 22, 2024 • 30min

246 Networking With Consultants To Find Better Clients

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub 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

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