Jason On Firms Podcast cover image

Jason On Firms Podcast

Latest episodes

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Oct 28, 2024 • 30min

355 Storytelling That Attracts BETTER Clients

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsFinDaily https://findaily.io/🫠 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
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Oct 25, 2024 • 28min

354 Should Accounting Firms Have Portals Or PMs?

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.comFinDaily https://findaily.io/🫠 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
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Oct 24, 2024 • 39min

353 Making The Hard Decision to LEAVE A Firm

Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.io/🫠 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
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Oct 22, 2024 • 36min

352 How I Built A Great Lead Magnet (And You Can Too!)

Discover the rollout of a new recommendation tool for accounting firms, highlighting marketing transparency. Learn how to optimize your online presence, especially with impactful LinkedIn headlines for Clio-based lawyers. Dive into the emotional complexities of selecting software tools in the accounting world. Explore innovative practice management systems and the role of AI in client communication. Finally, understand the crucial concept of lead magnets to attract potential clients and improve engagement.
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Oct 21, 2024 • 13min

351 The EASY Way to Fire Accounting Clients

Discover the art of navigating client transitions for accounting firms. Learn why firing underperforming clients is crucial for improving firm quality. Explore the benefits of collaboration among firms to ensure smoother client shifts. This discussion emphasizes the value of a community-centric approach to uplift the entire accounting ecosystem. Join the movement toward optimal growth and a more refined professional landscape!
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Oct 18, 2024 • 1h

350 How I Grew My Accounting Firm Past $5M

Discover the secrets to scaling an accounting firm past $5 million in revenue. Explore the shift from a partnership model to structured organizations for enhanced efficiency. Uncover the intricacies of leadership dynamics and how to attract talent. Learn about the importance of quality assurance systems and embracing technology for consistent service. Delve into strategies for proactive growth and the benefits of a supportive team structure that fosters organizational change and productivity.
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Oct 17, 2024 • 58min

349 Scaling An Accounting Firm from $1M to $3M

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.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
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Oct 16, 2024 • 1h 1min

348 Scaling An Accounting Firm to $1M in 2025

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 Safesend https://bit.ly/learn-more-about-ssKarbon https://karbonhq.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
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Oct 15, 2024 • 50min

347 Running a Solo Accounting Firm that Prints Money in 2025!

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40FinDaily https://findaily.io/Safesend https://safesend.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
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Oct 14, 2024 • 1h 10min

346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide

Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper.app/https://clienthub.apphttps://www.getcanopy.com/Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/Safesend https://safesend.com/Client Hub https://www.clienthub.app/Karbon https://karbonhq.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

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