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Jason On Firms Podcast

Latest episodes

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Oct 11, 2024 • 33min

345 Is Accounting Firm Tech Getting Too Expensive?

Explore the growing costs of accounting technology and how firms grapple with budgeting in this rapidly evolving landscape. Discover the challenges of integrating AI into practices while keeping expenses in check. Learn about effective client-centric marketing strategies that help firms stand out and attract younger clients. Dive into the pitfalls of software selection, emphasizing the importance of careful choices over flashy marketing to avoid inadequate solutions.
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Oct 10, 2024 • 42min

344 The EASY Way To Market Your Accounting Firm

Discover how accounting firms can sharpen their marketing strategies by refining their niche. Learn the power of building genuine relationships on social media while leveraging past content and AI tools. Find out why targeting the right audience trumps vanity metrics, and explore innovative approaches for specialized services like summer camp financials. The discussion also highlights the impact of consistency and tech advancements in attracting premium clients. Get ready to maximize engagement and stand out in a crowded market!
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Oct 9, 2024 • 33min

343 My Secret To Strategic Delegation

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Oct 8, 2024 • 32min

342 13 Tips to Select Better Accounting Firm Tech

Explore strategies for better tech change management in accounting firms, focusing on clear communication to avoid burnout. Discover tips for selecting the right technology—lean on peer advice and involve your team. Uncover the importance of transparent sponsorships in podcasting and the advantages of hiring skilled accountants from the Philippines. prioritize core values over flashy integrations in software. Finally, learn how insights from seasoned professionals can transform your decision-making and career in accounting.
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Oct 7, 2024 • 37min

341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)

Discover how TurboTax's entry is reshaping the accounting landscape and what traditional accountants can do to compete. Explore the tension between automated services and the essential value of personal client relationships. Learn how tax advisory services can enhance profitability while integrating AI. Plus, see how innovative sponsorships are helping accountants adapt to a rapidly evolving industry. Tune in for key insights on staying relevant in a digitized market!
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Oct 4, 2024 • 34min

340 Don’t Post On Your Firm’s Social Media Accounts

More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktopAustralian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Oct 3, 2024 • 31min

339 The 3 Things Accounting Firms Need To NAIL Before Year End

Discover essential strategies for accounting firms to enhance efficiency and profitability before year-end. Dive into key decisions like embracing technology and streamlining workflows. Learn the power of storytelling in crafting appealing frameworks for services, particularly for the dental industry. The conversation also highlights the importance of higher-paying client engagements and how innovative practices can boost client satisfaction.
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Oct 2, 2024 • 34min

338 Accounting Firm Websites Are Dead ☠️ Build This Instead

If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Oct 1, 2024 • 36min

337 3 Ways To Make Junior Accounting Staff Higher Output

Watch the first part of the Service Library series 👉 https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAvSwipe the AI usage policy here 👉  https://youtu.be/HoRbBtt_rh8?si=bPjQ4xOPzmnubAUW 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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Sep 30, 2024 • 31min

336 Should Bookkeeping Firms Get Into Tax Work?

Check out Liveplan here 👉 https://www.liveplan.com 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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