

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 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

Apr 24, 2024 • 36min
226 Standardized Response Times in Accounting Firms
Here's the episode where we built my AI clone https://youtu.be/LfUvQhIJpkQ?si=-M-DqSB47m5HQy-K💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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

Apr 23, 2024 • 35min
225 Rethinking Delegation in Accounting Firms
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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

Apr 22, 2024 • 33min
224 This Might Be The MOST Profitable Accounting Firm Service
🫂 A bunch of accountant communities:Realize (my community) https://rlz.io/Thriveal https://thriveal.com/Bookkeeping Buds https://www.bookkeepingbuds.com/Future Firm Accelerate https://futurefirmaccelerate.com/Roundtable Labs https://www.roundtablelab.com/Bookkeeping Side Hustle https://www.facebook.com/groups/BookkeepingSideHustleGroup/The Workflow Watering Hole https://www.facebook.com/groups/TheWorkflowWateringhole/The Entrepreneurial Accountants https://www.facebook.com/groups/theentrepreneurialaccountants/97 & Up https://www.nerdenterprises.com/97-up-business-academy🧠 Membership Community InfoSome interesting statistics https://www.uscreen.tv/blog/membership-site-statistics/Membership Geeks has a bunch of resources https://www.membershipgeeks.com/A great guide from Mighty Networks https://www.mightynetworks.com/resources/how-to-create-a-membership-website💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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


