

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

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!

Aug 27, 2024 • 31min
312 MEETING TECH for Professional Services in 2024
Discover how modern meeting technologies, including booking tools and AI assistants, are transforming productivity. Learn about the structured application of these tools to enhance meeting efficiency. The discussion dives into improving client experiences through effective data management. Uncover insights that can help professionals leverage tech for better outcomes in the world of professional services.

Aug 26, 2024 • 38min
311 Should Accounting Firms do MORE or LESS?
Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://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 23, 2024 • 40min
310 A Better Client Experience to Drive PROFIT
💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://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 22, 2024 • 50min
309 How To Approach The Sales Process Ft. Brandon Hall
Brandon Hall, a sales process expert and newsletter creator, shares insights on navigating the complexities of client engagement. He emphasizes a consultative approach to sales and the importance of understanding client needs. The discussion also highlights the evolving motivations in business, including the value of effective leadership and prioritizing sustainable growth. Brandon explores leveraging AI in accounting and innovative pricing models for success. His strategies for lead generation through community engagement and valuable content are particularly noteworthy.