

Jason On Firms Podcast
Jason Staats
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Episodes
Mentioned books

Oct 15, 2024 • 50min
347 Running a Solo Accounting Firm that Prints Money in 2025!
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40FinDaily https://findaily.io/Safesend https://safesend.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Oct 14, 2024 • 1h 10min
346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide
Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper.app/https://clienthub.apphttps://www.getcanopy.com/Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/Safesend https://safesend.com/Client Hub https://www.clienthub.app/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Oct 11, 2024 • 33min
345 Is Accounting Firm Tech Getting Too Expensive?
Explore the growing costs of accounting technology and how firms grapple with budgeting in this rapidly evolving landscape. Discover the challenges of integrating AI into practices while keeping expenses in check. Learn about effective client-centric marketing strategies that help firms stand out and attract younger clients. Dive into the pitfalls of software selection, emphasizing the importance of careful choices over flashy marketing to avoid inadequate solutions.

Oct 10, 2024 • 42min
344 The EASY Way To Market Your Accounting Firm
Discover how accounting firms can sharpen their marketing strategies by refining their niche. Learn the power of building genuine relationships on social media while leveraging past content and AI tools. Find out why targeting the right audience trumps vanity metrics, and explore innovative approaches for specialized services like summer camp financials. The discussion also highlights the impact of consistency and tech advancements in attracting premium clients. Get ready to maximize engagement and stand out in a crowded market!

Oct 9, 2024 • 33min
343 My Secret To Strategic Delegation
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Oct 8, 2024 • 32min
342 13 Tips to Select Better Accounting Firm Tech
Explore strategies for better tech change management in accounting firms, focusing on clear communication to avoid burnout. Discover tips for selecting the right technology—lean on peer advice and involve your team. Uncover the importance of transparent sponsorships in podcasting and the advantages of hiring skilled accountants from the Philippines. prioritize core values over flashy integrations in software. Finally, learn how insights from seasoned professionals can transform your decision-making and career in accounting.

Oct 7, 2024 • 37min
341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)
Discover how TurboTax's entry is reshaping the accounting landscape and what traditional accountants can do to compete. Explore the tension between automated services and the essential value of personal client relationships. Learn how tax advisory services can enhance profitability while integrating AI. Plus, see how innovative sponsorships are helping accountants adapt to a rapidly evolving industry. Tune in for key insights on staying relevant in a digitized market!

Oct 4, 2024 • 34min
340 Don’t Post On Your Firm’s Social Media Accounts
More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktopAustralian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Oct 3, 2024 • 31min
339 The 3 Things Accounting Firms Need To NAIL Before Year End
Discover essential strategies for accounting firms to enhance efficiency and profitability before year-end. Dive into key decisions like embracing technology and streamlining workflows. Learn the power of storytelling in crafting appealing frameworks for services, particularly for the dental industry. The conversation also highlights the importance of higher-paying client engagements and how innovative practices can boost client satisfaction.

Oct 2, 2024 • 34min
338 Accounting Firm Websites Are Dead ☠️ Build This Instead
If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa