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
Nov 2, 2023 • 28min
135 Working ON THE BUSINESS in an Accounting Firm
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud 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
Nov 1, 2023 • 26min
134 The Legacy of an Accounting Firm
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud 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
Oct 30, 2023 • 30min
133 Develop An AI Usage Policy in your Accounting Firm
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Oct 27, 2023 • 34min
132 Follow Your Dreams or Run An Accounting Firm?
The AICPA's new AI toolkit https://www.cpa.com/gen-ai💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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
Oct 26, 2023 • 37min
131 Should Accounting Firms Invest in YouTube?
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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
Oct 25, 2023 • 28min
130 A Better Way To Select Your Accounting Firm Software
Grab a copy of the report here! 👉 https://go.rlz.io/pm💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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
Oct 23, 2023 • 27min
129 Challenge Assumptions to Build A Better Accounting Firm
https://youtu.be/EfMYTK9IwPU?si=X3jsVcRqEV62yUiY💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.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
8 snips
Oct 20, 2023 • 33min
128 What Do Accounting Firms Need from a CRM?
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.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
Oct 19, 2023 • 33min
127 10 Tips for Accounting Firms Selling Bill Pay
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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
Oct 18, 2023 • 25min
126 Documenting Client Communications in Accounting Firms
The podcast discusses the challenges of capturing client communications and the benefits of separate business numbers. It explores the importance of a centralized portal for managing client communications and the value of capturing information from various channels. Additionally, it talks about Liveflow's templates and Cloud Accountant Staffing's service. The chapter concludes by highlighting the significance of searchable transcripts and comprehensive systems for managing client interactions.
