Jason On Firms Podcast

Jason Staats
undefined
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
undefined
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
undefined
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
undefined
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
undefined
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
undefined
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
undefined
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.
undefined
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
undefined
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.
undefined
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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app