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
Jul 14, 2023 • 35min
076 2023 New Tech For Accountants Roundup - Part 2
Inkle https://www.inkle.io/Ply https://ply.io/Recall Chrome Extension https://www.recall.wiki/extensionRaycast https://www.raycast.com/proGmail Generative Email https://www.androidpolice.com/google-ai-write-gmail/Truewind https://www.truewind.ai/ChatThing https://chatthing.ai/Translucent https://www.translucent.io/Microsoft Loop https://www.microsoft.com/en-us/microsoft-loopWindows Copilot https://blogs.windows.com/windowsdeveloper/2023/05/23/bringing-the-power-of-ai-to-windows-11-unlocking-a-new-era-of-productivity-for-customers-and-developers-with-windows-copilot-and-dev-home/ZeroTax.ai https://zerotax.ai/Puzzle https://puzzle.io/Receipt Cat https://www.receiptcat.com/ScanStraight https://scanstraight.com/30 Days of AI https://kitchentableautomations.thinkific.com/collectionsDigits AI https://www.prnewswire.com/news-releases/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai-301857407.htmlCashWarden https://www.cashwarden.com/Simply Automate https://simplyautomateinc.com/rpaextension/Karbon AI https://karbonhq.com/feature/aiCharcoal Desk https://www.charcoal.inc/App Stream https://www.growthlabfinancial.com/automations-for-accountants💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/Client Hub 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 13, 2023 • 32min
075 2023 New Tech For Accountants Roundup - Part 1
Jason’s Newsletter newsletter.jason.cpaMacro https://www.macro.com/Guidde https://www.guidde.com/Receiptor AI https://receiptor.ai/ChatGPT Plugins https://openai.com/blog/chatgpt-pluginstheGist https://www.thegist.ai/AI Generated QR Codes https://barcode.so/Dropbox Universal Search https://blog.dropbox.com/topics/product/introducing-AI-powered-toolsRows AI https://rows.com/aiInterdimensional Clown Wrestling https://twitter.com/SteveMills/status/1665872102665383936Digits Transaction Review https://digits.com/blog/posts/introducing-digits-transaction-review/Notion Projects https://www.notion.so/product/projectsMicrosoft 365 https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot-a-whole-new-way-to-work/Canopy Generative Email https://www.getcanopy.com/blog/canopy-launches-chatgpt-ai-in-accounting-practice-management-software-canopyMad Woman Media https://madwomanmedia.co/ResearchBuddy [https://jstaats.notion.site/jstaats/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596](https://www.notion.so/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596?pvs=21)Parsio https://parsio.io/💰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 12, 2023 • 31min
074 Where Should Accountants Start With Content Creation?
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub 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 11, 2023 • 32min
073 Using AI To Build Your Accounting Firm Niche
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub 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 10, 2023 • 34min
072 How Accounting Firms Sell App Advisory
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub 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 7, 2023 • 34min
071 How To Take A Break From Your Accounting Firm
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub 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 6, 2023 • 29min
070 Should Accounting Firms Send Generic Engagement Letters?
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Client Hub 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 5, 2023 • 29min
069 How Accounting Firms Collaborate With Other Firms
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Xero Roadshow 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 3, 2023 • 27min
068 What’s A Modern Accounting Firm In 2023?
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Xero Roadshow 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
Jun 30, 2023 • 37min
067 Should Accountants Put Themselves Or Their Clients First?
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Xero Roadshow 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
