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
Nov 21, 2023 β’ 34min
147 Why Accountants Should Educate Accountants
Check out Ashley's AI course https://kta.ai/Ashley's LinkedIn https://www.linkedin.com/in/ashley-francis-seattle/Ashley's X https://twitter.com/seattle_taxπ° 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/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 20, 2023 β’ 36min
146 Making Hard Choices in an Accounting Firm
Tim Ferriss' Ted Talk https://youtu.be/5J6jAC6XxAI?si=YtZXaAuOb76QcMEFA doc for going through the framework https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdfπ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCopilot https://www.copilot.com/solutions/accounting-client-portalForwardly https://www.forwardly.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
9 snips
Nov 17, 2023 β’ 31min
145 The Wrong Way To Run An Accounting Practice in 2023
π° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 16, 2023 β’ 31min
144 The Story of an Improv Accountant
π° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 14, 2023 β’ 25min
143 The 6 Risks Of Niching Your Accounting Firm
π° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 13, 2023 β’ 29min
142 Why Your Accounting Firm Needs A Preaccounting Process
π° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrForwardly https://www.forwardly.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 10, 2023 β’ 32min
141 How To Get Clients To Stop Calling Your Accounting Firm
π° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 9, 2023 β’ 38min
140 Does A Big Twitter Following Help Your Accounting Firm?
π° Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 8, 2023 β’ 35min
139 What OpenAI's Latest Announcements mean for Accountants
π° Today's SponsorsCopilot https://www.copilot.com/solutions/accounting-client-portalPronto Tax School https://www.prontotaxschool.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/π£οΈ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Nov 7, 2023 β’ 31min
138 The First Step to Systematize Your Accounting Firm
Learn about the benefits of being clear and specific about client expectations. Importance of codifying client engagements in accounting firms and structuring service packages. Approach to systematizing accounting firm using hierarchical structure of packages and services. Importance of defining specific details for each service level. Building resilient staffing pipelines for accounting firm. Emphasizes the importance of clearly defining services offered and customization.
