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
Aug 13, 2024 • 35min
302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)
Discover the top tax software for US accounting firms and explore what’s new for 2024. Learn about essential tools like Drake, UltraTax, and Canopy that streamline tax prep and resolution. Delve into the challenges of global hiring in accounting, focusing on time zone management and fostering flexible work environments. Understand the importance of clarity in software systems, balancing powerful features with user-friendliness to enhance productivity and accessibility for professionals.
Aug 12, 2024 • 36min
301 The 22 Types of Software Your Accounting Firm Needs
Discover the 22 essential software types every accounting firm needs to streamline operations and boost productivity. Dive into the significance of communication tools like Microsoft Teams and Slack, and learn how proposals and tax workflow software can enhance client engagement. Explore advanced reporting tools and spreadsheet automation to improve financial insights. The discussion covers practical challenges, effective training solutions, and the critical role of client portals for optimizing workflows in small firms.
Aug 9, 2024 • 29min
300 Pros & Cons of Relationship Managers in Firms
The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4💰 Today's SponsorsClient Hub https://www.clienthub.app/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 8, 2024 • 26min
299 The Big Decision Your Firm Needs To Make
Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/Fear-Setting-with-Tim-Ferriss.pdf💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.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 7, 2024 • 33min
298 Ask Clients These Questions To Increase Profit $$$
Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.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 6, 2024 • 25min
297 Let’s Attract Niche Clients to this Accounting Firm
💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.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 5, 2024 • 30min
296 How To Grow Your Accounting Firm Beyond Upwork
💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.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 2, 2024 • 39min
295 How To Close More Sales in your Accounting Firm
💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.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 1, 2024 • 57min
294 Who Would Be Your First 20 Hires? ft. Chad Davis
Check out Chad’s new automation community! https://automationtown.io/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 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
Jul 31, 2024 • 29min
293 Here’s Why You Shouldn’t Standardize Your Accounting Firm
💰 Today's SponsorsFinancial Cents https://financial-cents.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 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
