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 25, 2023 • 27min
097 How To Steal The Best Ideas For Your Accounting Firm
Explore the journey of the hosts in the accounting profession and their innovative approach to running an accounting firm. Discover the importance of shared vision and collaboration, learning and growing in your field, and pursuing side projects. Learn about the sponsors of the podcast episode and their services in workflow optimization and client experience.
Aug 22, 2023 • 24min
096 AI Is About To Improve Email For Accountants
💰 Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Financial Cents https://financial-cents.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 21, 2023 • 31min
095 The 6 Core Attributes of Successful Accounting Firms
This podcast discusses the foundational aspects of accounting firms, including core tools and automation. It explores improving client experience and handling payments, building a resilient staffing pipeline, the importance of upfront pricing and payment, ad reads for firm 360 and Co-Pilot, and managing cyclicality in accounting firms.
Aug 18, 2023 • 30min
094 Should Accountants Help Clients With Operations Software?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Copilot https://www.copilot.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 16, 2023 • 34min
093 Prioritization In Your Accounting Firm
The podcast discusses the challenge of prioritizing client demands in running an accounting firm, setting aggressive prices for profitability, building the accounting dream team, and automating processes for operational success. It also emphasizes the importance of community, seeking advice, and finding fulfillment and flexibility in running an accounting firm.
Aug 15, 2023 • 30min
092 Top Trends In Small Accounting Firms (2023)
Exploring trends in small accounting firms, including the challenges of hiring staff without technical expertise, the value of specific services, trends in bookkeeping and tax planning, catering to complex clients, and shifting perspectives on firm fulfillment and diversification.
Aug 11, 2023 • 33min
091 Your Accounting Firm Meetings On AI
The Zoom AI training controversy https://www.theverge.com/2023/8/7/23822907/zoom-train-ai-models-user-data-customer-consent💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.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 9, 2023 • 28min
090 Should Your Accounting Firm Start A Podcast?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.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 8, 2023 • 28min
089 What I Needed To Hear As A 25 Year Old Accountant
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.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 7, 2023 • 27min
088 Exploring The Role Of Ego In Accounting Firm Running
The Elephant In The Brain https://www.amazon.com/The-Elephant-in-Brain-audiobook/dp/B07H8K4G9G?crid=30EXPLSNZDX4R&keywords=the+elephant+in+the+brain&qid=1690993958&sprefix=the+elephant+in+the+brain,aps,159&sr=8-1Previous episode on exploring our motivations https://youtu.be/B7mCVZTkL0w💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.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
