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

Sep 10, 2024 • 25min
322 The Secret to Retaining Talent in Accounting Firms
Explore the challenges accounting firms face in keeping top talent and the limitations of outdated retention strategies. Discover the importance of vibrant work environments for accountants and how alignment between firm goals and employee ambitions can reduce turnover. Fresh approaches like supportive 'competes' encourage talent retention by allowing employees to engage with clients independently. Implementing a culture of nurturing development and open dialogue fosters growth, benefiting both employees and firms alike.

Sep 9, 2024 • 32min
321 Turning Technical Expertise into Sellable FRAMEWORKS
Catch this year-old talk from Russell Brunson about FRAMEWORKS here 👉 https://podcasts.apple.com/us/podcast/finding-your-voice-creating-selling-your-frameworks/id1315130618?i=1000666625431Check out the client battler podcast episode 👉 https://youtu.be/NvQnNKAfW-M 💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax.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

11 snips
Sep 6, 2024 • 32min
320 AI-Developed Software - A Productivity Unlock for Accountants?
Riley Brown, a software builder and Twitter innovator, joins to discuss the game-changing impact of AI on software development. He highlights tools like Cursor that enable even non-coders to create applications effortlessly. The conversation shifts to strategies for accountants to attract better clients and improve processes using technology like LiveFlow. Brown also tackles the complexities of client segmentation and emphasizes the importance of consistent content creation for audience engagement.

Sep 5, 2024 • 27min
319 Should Firms Use Mainstream Tech or Accounting Software?
💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax.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

Sep 4, 2024 • 26min
318 9 Things You Know but Need To Be Reminded Of Today
Discover nine vital reminders to help you tackle discomfort, reduce stress, and boost life satisfaction. Learn the value of focusing on quality over quantity by committing to one project at a time. Embrace the importance of balancing personal goals with professional duties for a well-rounded life. Delve into the benefits of deep thinking and resilience to foster productivity. Find out how turning tough conversations into positive outcomes can empower you and your business.

Sep 3, 2024 • 37min
317 Accounting Firms: Here’s How to Manage Client Logins
Relay https://relayfi.com/Mercury https://mercury.com/ 💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/TruePrep https://www.trueprep.ai/🫠 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

Sep 2, 2024 • 36min
316 Training Tools to Navigate Tricky Client Conversations
Dive into the art of managing tricky client conversations with a focus on role-playing tough discussions. Learn how to handle delays in financial documents and set clear expectations to avoid misunderstandings. Discover recruitment strategies to attract top talent while optimizing client relationships. Explore best practices for communicating price increases and mastering client interactions in tax advisory. Witness a dramatic shift from conflict to collaboration as accountability and effective communication take center stage.

Aug 30, 2024 • 33min
315 It might be time to turn this podcast off
💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/TruePrep https://www.trueprep.ai/🫠 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

Aug 29, 2024 • 39min
314 How Commenting On A Video Led to Launching An Accountant Community
If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/And the side hustler podcast here https://www.youtube.com/playlist?list=PLiSD0u4Cl2fjGhr-puxVzD0yuqlSCpZx3Brian Tracy Book 👉 https://a.co/d/gBOUhXR💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.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

Aug 28, 2024 • 32min
313 The Accounting Firm Workflow Hack: Postponement
Discover how postponement can revolutionize accounting firm workflows by allowing for greater flexibility and accuracy. The discussion highlights the benefits of pre-work during slow periods to surge profitability when demand spikes. Learn about the pivotal role of administrative staff and innovative tools like Liveflow that boost operational efficiency. Additionally, explore redefined efficiency metrics that prioritize high-value tasks, encouraging skill development and effective resource management. Tune in for strategies that can transform accounting practices!