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
Aug 3, 2023 • 23min
086 Handing Your Accounting Firm Over to your Staff
💰 Today's SponsorsCanopy https://www.getcanopy.com/Copilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Aug 2, 2023 • 27min
085 Should Accountants Ask Clients For Referrals?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Copilot https://www.copilot.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Aug 1, 2023 • 31min
084 How To Get Paid for Discovery Work in Accounting Firms
Main channel video on $100M Offers https://youtu.be/TuDopCzky_g💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jul 31, 2023 • 27min
083 Why Your Accounting Firm Should Publish A Book
ChatGPT Plus https://openai.com/blog/chatgpt-plusClaude https://claude.ai/ElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jul 28, 2023 • 32min
082 How Many Years Experience Do You Need To Launch An Accounting Firm?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Copilot https://www.copilot.com/Canopy https://www.getcanopy.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jul 26, 2023 • 27min
081 Finding BETTER Clients For Your Accounting Firm
🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jul 25, 2023 • 31min
080 How To Get Your Accounting Clients To Pay More
🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jul 21, 2023 • 28min
079 Tips To Build An Accounting Firm Around A Niche
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Jul 19, 2023 • 29min
078 How To Build Your Accounting Firm Tech Stack
XPM https://www.xero.com/us/xero-practice-manager/Aero https://www.aeroworkflow.com/Pixie https://www.usepixie.com/Liscio https://www.liscio.me/Senta https://www.senta.co/us/Qount https://www.qount.io/Mango https://mangopractice.com/Karbon https://karbonhq.com/Keeper https://keeper.app/Copilot https://www.copilot.com/Jetpack https://jetpackworkflow.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Elephant https://getelephantcpa.com/TaxDome https://taxdome.com/Client Hub https://clienthub.app/Financial Cents https://financial-cents.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Jul 17, 2023 • 33min
077 How AI Personal Assistants Impact The Accounting Profession
Take Pi for a spin https://inflection.ai/Note the browser chat experience kind of stinks, if you're chatting in a browser you may as well just use ChatGPT. The novel thing here specifically is the new iOS app.💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
