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
May 31, 2023 • 43min
047 How To Build An Accounting Firm To Sell
Patrick Dichter Firm Acquisition Guy https://twitter.com/patrickdichter💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 30, 2023 • 32min
046 Loyalty in Accounting Firms
Sunday’s video about leaving firm https://youtu.be/6TbzxYZMZFw💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 29, 2023 • 39min
045 People Unfit To Run Accounting Firms
Abir’s Video https://twitter.com/Cranky_CPA/status/1661729723725103104?s=20The Emyth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1LGWN2NJ80YJM&keywords=the+emyth&qid=1685229311&sprefix=the+emyt%2Caps%2C171&sr=8-1Entrepreneur v Manager v Technician https://nozeyparkers.co.uk/wp-content/uploads/2016/09/Emyth-Personalities.jpgRedditor gives ChatGPT control of his local file system https://www.reddit.com/r/ChatGPT/comments/13k80x9/just_created_a_mad_plugin_for_chatgpt_to_give_it/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 26, 2023 • 39min
044 PTO In Accounting Firms
Alicyn’s PTO Tweet https://twitter.com/AtlantaTax/status/1661449734064689154?s=20Jason’s newsletter https://www.newsletter.jason.cpa/Chain-of-thought prompt to swipe: https://jstaats.notion.site/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 25, 2023 • 35min
043 AI Aced Every Accounting Certification
AccountingToday GPT-4 CPA Exam article https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passesNew CPA exam study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4452175Chain-of-thought prompting study https://arxiv.org/pdf/2201.11903.pdfA fantastic talk about the risks of AI (s/o to Hector Garcia for this one, not Jacob) https://www.youtube.com/watch?v=LWiM-LuRe6wDigits Finance AI https://digits.com/ai/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 24, 2023 • 41min
042 How Much Money Should A First Year Accounting Firm Make?
John Rea’s thread about dangers of niching https://twitter.com/johnrea88/status/1660670837219893248?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 23, 2023 • 41min
041 Getting Your Accounting Firm Off Timesheets
Legacy accountant user manual https://twitter.com/JStaatsCPA/status/1276555508980293638?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 22, 2023 • 39min
040 Do Accounting Firms Need Reporting Apps?
Syft https://www.syftanalytics.com/Fathom https://www.fathomhq.com/Reach Reporting https://reachreporting.com/LiveFlow https://liveflow.io/G-Accon https://www.accon.services/Genius Sheets https://www.geniussheets.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 19, 2023 • 40min
039 ChatGPT Plugins For Accountants
ChatGPT Plugins https://openai.com/blog/chatgpt-pluginsChatGPT Zapier Plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/Langdock for building your own Plugin https://www.langdock.com/AI regulation hearings supercut https://twitter.com/mreflow/status/1658699524137971714?s=20iOS voice cloning https://www.pcmag.com/news/voice-cloning-tech-iphone-ipad-help-those-with-disabilities-speak💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
May 18, 2023 • 35min
038 Let’s Talk About Accounting Firm Websites
More info about ChatGPT plugins https://openai.com/blog/chatgpt-pluginsChatGPT’s Zapier plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
