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
May 8, 2024 • 33min
236 BASIC Email Marketing for Accounting Firms
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersTechGuru https://www.techguruit.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 7, 2024 • 26min
235 17 Apps Your Firm Might Just Fall In Love With
1. Scribe https://scribehow.com/1.5 Whale https://usewhale.io/2. TextExpander https://textexpander.com/3. My task LMS https://mytasklms.com/4. Motion https://www.usemotion.com/5. GoHighLevel https://www.gohighlevel.com/6. RightTool https://righttool.app/7. Pitbull tax resolution software https://www.pitbulltax.com/8. Ignition https://ignitionapp.com/9. Snipd https://www.snipd.com/10. Readwise https://readwise.io/11. Keeper https://keeper.app/12. Brain.fm https://www.brain.fm/13. Judy’s TenKey https://www.judysapps.com/TenKey.htm14. DecisionVault https://decisionvault.com/15. Practice Protect https://practiceprotect.com/16. Calendly https://calendly.com/17. Grammarly https://www.grammarly.com/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp 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 6, 2024 • 35min
234 Shortcuts That Will Transform Your Firm
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrUku https://getuku.com/1y-winnersCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp 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 3, 2024 • 33min
233 Answering Your Questions About Fully Scheduled Work!
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
May 2, 2024 • 32min
232 Transitioning Your Firm to Scheduled Work
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
May 1, 2024 • 36min
231 Building A Fully Scheduled Accounting Firm
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Apr 30, 2024 • 51min
230 How Firms Are Moving To Fully-Scheduled Work - Part 2
💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code: STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Apr 29, 2024 • 38min
229 How Firms Are Moving To Fully-Scheduled Work - Part 1
💰 Today's SponsorsFirm360 https://www.myfirm360.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrRightWorks https://www.rightworks.com/rightnow Code STAATS15🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Apr 26, 2024 • 49min
228 Should Accounting Firms Let Clients TEXT Them!?
Copilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Apr 25, 2024 • 41min
227 How AI Is About To Make Accounting Quality Assurance Easier
💰 Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.com/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
