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 1, 2024 • 36min
164 Santa's Top Tips for Accounting Firms
💰 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
Dec 15, 2023 • 28min
163 Should Accounting Firms Offer Discounts?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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
Dec 14, 2023 • 38min
162 Don't Watch This One It's About Timesheets
Chad's bear camp highlight reel: https://vimeo.com/403815235/b5d43c4cb9💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Forwardly https://www.forwardly.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Dec 13, 2023 • 27min
161 Leaning into Entrepreneurship as an Accountant
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Dec 12, 2023 • 30min
160 The 9 Ways to Prep Your Accounting Firm for 2024
Learn about nine effective ways to prepare for the busy season and future-proof your accounting firm, including optimizing workflow templates, streamlining work and communication, and setting expectations with clients. Gain insights on timing renewals and creating a selective client list, as well as strategies for improving client communication and managing workload.
Dec 11, 2023 • 24min
159 The 61 Best New Things for Accounting Firms in 2023
This podcast discusses various tools for accounting firms including Rise, Text Expander, and MacBooks. The speaker explores note-taking platforms like OneNote and alternative options. They also delve into useful tools and services such as staffing platforms, automation tools, transcription tools, and password management platforms. Additionally, they touch on the excitement around chat GPT and AI technology, highlighting the progress made in chat GPT and the value of human relationships in the AI era.
Dec 8, 2023 • 24min
158 How to Network When You're A Shy Accountant
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Cloud 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
Dec 7, 2023 • 31min
157 Why Every Accounting Firm Needs a COO
The Second in Command book https://www.amazon.com/Second-Command-Unleash-Power-Your/dp/B0BR62BXBZ?crid=10BH636ZXI3BI&keywords=second+in+command&qid=1701796354&sprefix=second+in+comman,aps,514&sr=8-1The HBR Article https://hbr.org/2006/05/second-in-command-the-misunderstood-role-of-the-chief-operating-officerThe pod where I ran through my email delegation process https://youtu.be/BlG4jPJbBy0?si=y4Pr_OuJbIQ0ylyb💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFinDaily https://www.findaily.io/Cloud 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
Dec 6, 2023 • 31min
156 How to Brand An Accounting Firm in 2024
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFinDaily https://www.findaily.io/Cloud 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
Dec 5, 2023 • 27min
155 Put Your Accounting Firm Marketing on Autopilot
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFinDaily https://www.findaily.io/Cloud 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
