

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

Jun 11, 2024 • 30min
260 Running A $300k Firm Half-Time!
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/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jun 10, 2024 • 27min
259 How To Maximize Rapport with Clients
The book 👉 https://www.amazon.com/How-Win-Friends-Influence-People/dp/B0006IU7JK💰 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

Jun 7, 2024 • 38min
258 Is Offshoring Ruining The Accounting Profession?
💰 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

Jun 6, 2024 • 30min
257 The Do’s and Don’ts of Surge Pricing in Firms
Here’s the Accounting Podcast on surge pricing https://accounting.show/374💰 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

Jun 5, 2024 • 27min
256 How To Get Software Cos To Promote Your Firm
💰 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

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

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

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

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

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