

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

13 snips
Apr 18, 2025 • 33min
445 Follow THIS Process To Nail Your Tech Stack in 2025
Discover a strategic six-step approach for accounting firms to select the ideal tech stack for 2025. Learn about the essential practice management systems and workflow tools that boost efficiency and client engagement. Explore the balance between outsourcing and direct hiring to enhance project outcomes. Gain confidence in your tech selection process while navigating the challenges of technology choices. Engage with peers for fresh insights and promote focused, timely decisions to drive growth in your firm.

13 snips
Apr 16, 2025 • 33min
444 10 Ways to get 10x The Return for your Time
Discover ten punchy strategies to maximize your productivity and get a 10x return on your time. Learn the art of relentless delegation and how to streamline decision-making for better results. Explore the benefits of strategic hiring and smart task prioritization beyond just client work. Hear a compelling journey from traditional accounting to impactful content creation. Lastly, reassess your career path and embrace change to regain control over your professional life and align it with your personal values.

Apr 15, 2025 • 27min
443 How This Micro Niche Accounting Firm Grows At 100k+ Per Year!
Discover how a micro-niche accounting firm thrives by focusing on the fitness industry and utilizing dual websites for marketing. Learn how personal passions like powerlifting can enhance client relationships and leverage social media. Explore the dynamics of a husband-and-wife team as they navigate offshore hiring and seasonal challenges. Finally, uncover the importance of evaluating legacy clients and strategies to attract premium ones for better profitability.

12 snips
Apr 11, 2025 • 36min
442 How To Know When Work is “Good Enough”
Navigating the balance between quality and automation in accounting is a hot topic, especially with AI's rise. The discussion reveals how AI can streamline email management and decision-making, while also critiquing its impact on workflows. There's a deep dive into AI's potential to redefine accounting standards and tax preparation, raising concerns about talent shortages. Ultimately, the need for human connection and perspective remains vital as the industry adapts to these technological shifts.

9 snips
Apr 9, 2025 • 37min
441 AI Use Cases with LinkedIn’s Top Finance Influencer
Nicolas Boucher, a finance professional with over 1.1 million followers on LinkedIn, discusses how AI is transforming the finance sector. He shares practical insights on using tools like ChatGPT for report writing and data management. The conversation covers automating repetitive tasks to boost productivity and the importance of tech adaptation in finance teams. Nicolas also highlights effective hiring strategies with AI and fosters community collaboration among CFOs, emphasizing the need for ongoing professional development in the AI landscape.

10 snips
Apr 8, 2025 • 22min
440 The Only 8 Ways To Deliver Financials to a Client
Discover eight innovative strategies for delivering financial information to clients in an engaging way. Learn how using KPIs can transform traditional reports and why asynchronous video updates are gaining traction. Explore tailored communication methods that not only enhance understanding but also cater to individual client needs. The podcast dives deep into improving client engagement and scalability for accounting firms, making financial insights more relatable and impactful.

11 snips
Apr 4, 2025 • 33min
439 Why Accounting Firm Leaders Need an Assistant
Discover how hiring an assistant can transform the efficiency of accounting firm leaders, freeing them to tackle higher-value tasks. Delve into the art of delegation, exploring how it can unlock growth and productivity in firms. The podcast also discusses the evolving landscape of technology, emphasizing the benefits of outsourcing and SaaS solutions. With personal preference playing a crucial role, it highlights how accountants can stand out in a world increasingly dominated by automation.

13 snips
Apr 3, 2025 • 34min
438 The Race to AGI And It's Impact on Accounting Firms
The podcast kicks off with a keynote on the rapid advancements in AI and their impact on accounting firms. It discusses the competition in AI development, particularly the U.S. response to China's innovations. Specialized staffing solutions tailored for accountants are emphasized, stressing the need to embrace technology. The conversation then dives into groundbreaking AI tools improving research efficiency and highlights the importance of ongoing learning to navigate the evolving landscape of the accounting profession.

13 snips
Mar 31, 2025 • 31min
437 6 Ways Accounting Firms Can Use ChatGPT Image Generation
Discover how accounting firms can radically enhance their marketing strategies with ChatGPT's image generation features. Explore innovative techniques for visual storytelling that captivate clients and improve engagement. Learn about AI's transformative impact on traditional accounting practices and how it’s reshaping perceptions in the industry. Hear insights on using AI for compelling infographics and creative visualizations, making even the most complex data accessible and engaging. Embrace the future of accounting with AI-driven creativity!

5 snips
Mar 28, 2025 • 20min
436 A LinkedIn Posting Strategy for Professional Firms
Discover how to maximize your online presence with innovative content creation strategies. The discussion reveals the challenges professionals face in writing and how AI tools can simplify the process. Learn to use meeting transcripts effectively to keep your content flowing, allowing you to concentrate on your core activities while staying engaged online.