Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Latest episodes
Jan 24, 2024 • 24min
174 Slow Vs Fast Marketing in Accounting Firms
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Jan 21, 2024 • 28min
173 4 Questions Accounting Leaders Should Ask Themselves
Here's the companion video from the main channel https://youtu.be/VJ-IIGj6BMI💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Jan 19, 2024 • 32min
172 Should Accounting Firms Sell Courses?
Here's that niche ChatGPT convo: https://chat.openai.com/share/443e0653-06bc-4c4c-a2bd-ea7d3d845086💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Jan 18, 2024 • 24min
171 Ongoing Services Are Costing Your Firm Profit
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Jan 16, 2024 • 30min
170 Shut Up And Make Something!
Here's that ridiculous thing I made 🫠 I hope you like it https://youtu.be/9ocqDrWYivs?si=OpwIFshIopyIbuV5💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Jan 12, 2024 • 33min
169 Managing Knowledge In An Accounting Firm
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jan 10, 2024 • 52min
168 My 2024 AI Predictions for the Accounting Profession
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jan 8, 2024 • 35min
167 Designing An Accounting Firm Around Client Needs
Jay Clouse's Problems Database https://x.com/jayclouse/status/1737493951341359582?s=20💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jan 5, 2024 • 31min
166 Launch A New Accounting Firm Or Stay Put
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jan 3, 2024 • 34min
165 A Guide To Renewals in Accounting Firms
The renewal tools I mention:Knuula https://knuula.com/Ignition https://ignitionapp.com/GoProposal https://goproposal.com/Anchor https://www.sayanchor.com/Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing.That swipeable bit about how your firm sets its fees:"We don't compete with other professionals on price. You can hire professional support at any price point.Our solutions solve for four "costs":1. Your professional fees2. The taxes you pay3. Your time4. Your peace of mindWe will devote additional resources to reduce your tax bill as long as it reduces the total outlay of taxes + professional fees.To reiterate, the true cost of your tax professional is the total outlay of professional fees + tax spend.This often means our professional fees will be higher than those of cost-first firms. This is in your best interest, and minimizes your annual cash outlay.For some taxpayers, cost-first works best. Their situation is simple enough to not merit additional effort.At [firm], we only engage clients for whom our tax strategies will yield significant savingsAnd as soon as your tax situation doesn't merit it, we happily refer out to lower-cost providers."💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
