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
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
Dec 4, 2023 • 32min
154 The Self-Destructing Accountant
💰 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 1, 2023 • 34min
153 What If You Never Fired Another Accounting Client?
💰 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
Nov 30, 2023 • 35min
152 BETTER Change Management in Accounting Firms
This podcast discusses change management in accounting firms, emphasizing the importance of being intentional about implementing and managing change. It covers topics such as leadership, talent, technology, process improvement, and growth. The podcast also explores the challenges of integrating new tools and technologies, the benefits of building an accounting dream team with offshore accountants, and the integration of AI in the accounting profession.
Nov 29, 2023 • 26min
151 5 Lessons from Ryan Reynolds for Accounting Firms
This podcast discusses lessons from Ryan Reynolds for accounting firms. Topics include embracing social media, flexibility and efficiency in business, the power of storytelling, and embracing failure and taking risks for personal growth.
Nov 28, 2023 • 31min
150 Using Admins for Technical Reviews in Accounting Firms
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.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
Nov 27, 2023 • 31min
149 Accountants: Here’s How To Find Your Perfect Client
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalTeamUp https://www.hireteamup.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
Nov 22, 2023 • 27min
148 The State of Accounting AI
The podcast discusses the current state of accounting AI and its potential in automating tasks. They explore examples of AI usage in audits, fraud detection, tax optimization, and client advisory. The capabilities of AI in document comparison and its benefits in streamlining tasks are discussed. The use of AI in automating lead generation, simplifying tax regulations, and improving tax research is explored. The launch of custom GPTs in accounting and their effectiveness in improving productivity are also discussed.
