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
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.
Oct 16, 2023 • 26min
125 Create A Podcast in your Accounting Firm From Scratch
💰 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 13, 2023 • 28min
124 Could Accountants Unionize Against AI?
The podcast discusses the recent Writer's Strike over AI use in Hollywood, explores AI's impact on the accounting industry, and raises concerns about worker displacement. It also delves into the future of AI wearables, the potential of AI replacing smartphones, and the importance of building resilient staffing pipelines in accounting firms.
Oct 12, 2023 • 1h 19min
123 Managing Org Charts in Accounting Firms
💰 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 11, 2023 • 27min
122 Delegation Opportunities in Accounting Firms
💰 Today's SponsorsClient Hub https://www.clienthub.app/TeamUp https://www.hireteamup.com/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 10, 2023 • 25min
121 Defining The Online Identity of your Accounting Firm
💰 Today's SponsorsCanopy https://www.canopytax.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 9, 2023 • 39min
120 This Week in Public Accounting News 10/09/23
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 6, 2023 • 31min
119 How Success Becomes A Blocker to Personal Growth
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 5, 2023 • 31min
118 The Future of Accounting Firm Conferences
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
