

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

Feb 17, 2025 • 22min
417 How To Upgrade Your Peer Network (And Why)
💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 13, 2025 • 23min
416 The Secret To Higher Paying Clients
💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 12, 2025 • 23min
415 Attracting More Clients Than You Could Possible Serve 😵💫
💰 Today's SponsorsIgnition https://www.ignitionapp.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 11, 2025 • 28min
414 The 4 Ingredients To Scalable Output
💰 Today's SponsorsIgnition https://www.ignitionapp.com/TeamUp https://www.hireteamup.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 7, 2025 • 32min
413 Should You Target Cheap Clients who are Easy To Serve?
💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsLiveflow https://www.liveflow.io/Ignition https://www.ignitionapp.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

Feb 5, 2025 • 27min
412 The Patience Required To Find Better Clients 😓
💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsLiveflow https://www.liveflow.io/Ignition https://www.ignitionapp.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

Feb 3, 2025 • 35min
411 6 Ways China’s Deepseek-R1 Impacts Accounting AI
Discover how China's DeepSeek R1 model poses a challenge to established AI technologies and its geopolitical implications. The conversation delves into the effects of open-source AI on the accounting profession, highlighting regulatory hurdles and security concerns. Explore the intersection of advanced AI and global competition, particularly its influence on industries like pharmaceuticals. Lastly, see how AI tools could revolutionize accounting workflows by automating routine tasks, urging professionals to embrace this transformative shift.

Jan 31, 2025 • 24min
410 Accounting AI Security Q&A!
Here’s the AI usage policy Jason developed with Rightworks https://ai.rightworks.com/policyAnd their comparison of the security of leading AI assistants https://ai.rightworks.com/resources/product-comparison💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 29, 2025 • 44min
409 He Made $152k In 2024 Running A 2-Person Accounting Firm
Logan Graff, a CPA firm owner and founder of the Counter community, shares insights on transparency and financial performance in accounting. He discusses the emotional journey of publicly sharing financial data and the vital balance between work and personal life. Reflecting on their shift from traditional work hours, they emphasize automation and time management strategies. Logan also highlights the importance of community support and offshoring talent while managing software costs, urging fellow accountants to focus on both profitability and personal fulfillment.

Jan 27, 2025 • 39min
408 This Guy’s Solo Accounting Firm Made $182k Last Year
Yuri Kapilovich, a solo accounting firm owner, discusses his impressive journey to making $182k in just one year. He shares insights on the importance of financial transparency in the accounting world, sparked by a bold LinkedIn post. Learn how he transitioned from employee to entrepreneur, overcoming challenges in building his personal brand. Yuri also highlights innovative tools that streamline client communication and reports, and reflects on the rewarding yet demanding nature of networking in the industry, balancing work with personal life.