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Jason On Firms Podcast

Latest episodes

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Mar 17, 2025 • 32min

430 The Three Ways To Manage Client Status Updates

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Mar 14, 2025 • 41min

429 Deep Research May Be The Best AI for Accountants

Discover the revolutionary new deep research feature in ChatGPT tailored for accountants, enhancing research capabilities in the industry. Explore how AI is reshaping collaborative research, as well as the limitations it faces compared to human expertise. Learn about venture capital trends as firms integrate AI tools, improving advisory services and decision-making. Finally, meet RyanBot, an innovative AI providing personalized coaching to accountants, transforming traditional community models and fostering structured networking.
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Mar 12, 2025 • 37min

428 Accounting Vendors are Using My Data with AI!

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonMakershub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Mar 10, 2025 • 24min

427 How to Grow Your Firm When You’re Swamped

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Mar 7, 2025 • 31min

426 Invest Money In Software or People? 🤔

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Mar 5, 2025 • 33min

425 Why You Should Use 3 Tier Proposals

Check these out!Ignition https://www.ignitionapp.com/Anchor https://www.sayanchor.com/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonRamp http://ramp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub 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
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Mar 4, 2025 • 22min

424 5 Ways To Use Your Meeting Transcripts

More about meeting recorders https://www.youtube.com/watch?v=eyee2vVz2mk💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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9 snips
Feb 28, 2025 • 30min

423 Should ANY Accountants Be Doing Payroll in 2025?

The podcast dives into the evolving payroll landscape and the potential need for accountants to partner with specialized firms due to automation. It discusses the psychological challenges in pricing strategies and how client perception impacts growth. Additionally, it addresses the complexities of selecting accounting software and the advantages of cloud-based solutions. The role of AI in improving workplace productivity is explored, highlighting how technologies like ChatGPT can aid in generating actionable insights. Finally, there’s a focus on the importance of experimentation for personal development in the accounting profession.
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Feb 26, 2025 • 22min

422 8 Ways To Enable Accountability in your Firm

Explore the challenges of accountability in accounting teams and learn practical strategies to boost productivity. Discover the importance of setting clear expectations and aligning incentives to foster team dynamics. Delve into the role of transparent policies and effective resource management in cultivating accountability. Uncover how reducing reliance on individuals and enhancing visibility through offshore hiring can lead to better decision-making and project outcomes.
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7 snips
Feb 24, 2025 • 20min

421 7 Mistakes I Made Growing My Accounting Firm

Dive into the essential pitfalls of growing an accounting firm, as the host shares personal experiences and critical lessons learned. Discover why thoughtful planning and staffing are vital before expanding your client base. Explore the chaos of management, including the stress of workload and hiring errors. Delve into time management and the tough decisions of letting go of demanding clients, while balancing ambition and personal relationships. This insightful discussion is packed with practical advice for navigating the challenges of the profession.

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