Jason On Firms Podcast
620 episodes — Page 3 of 13
Ep 520520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3GHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE💰 Today's SponsorsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staatsClientHub: https://www.clienthub.app/Canopy: https://www.getcanopy.comMakersHub: https://jasononline.link/PMHub🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 519519 Is AI Making Junior Accountants Turn Off Their Brains?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talkHungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE💰 Today's SponsorsTeamUp: https://www.hireteamup.com/ClientHub: https://www.clienthub.app/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub: https://jasononline.link/PMHubMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 518518 Why You May Want to SELL Your Accounting Firm!
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk💰 Today's SponsorsCloud Accounting Staff: cloudaccountantstaffing.com/lp/staatsClientHub: https://www.clienthub.app/Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub: https://jasononline.link/PMHubMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 517517 Accounting Firm Acquisition ARBITRAGE Opportunities
🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub: https://makershub.ai/ClientHub: https://www.clienthub.app/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 516516 What Accounting Firms Should Prioritize Before 12/31
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G👉 Download my free app database + tech stack planner: https://jasononline.link/D525🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsCloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staatsMakersHub:https://makershub.ai/ClientHub: https://www.clienthub.app/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X: https://twitter.com/jasononfirmsLinkedIn: https://www.linkedin.com/in/jstaats/YouTube: https://www.youtube.com/@jasoncpa
Ep 515515 Marketing Pro Explains: How Accounting Firms Can Get Ahead
Check out Karen’s workshop series here! https://wearepf.com/accelerator/Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G👉 Download my free app database + tech stack planner: https://jasononline.link/D521🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMakershub: https://makershub.ai/Ignition: https://www.ignitionapp.com/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 514514 What I Learned Going Through 42 Accounting Firm Websites
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G👉 Download my free app database + tech stack planner: https://jasononline.link/D521🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonMakershub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 513513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F💰 Today's SponsorsMakersHub: https://makershub.ai/Karbon https://karbonhq.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 512512 How Overselling is Costing Accounting Firms Millions
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY💰 Today's SponsorsKarbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 511511 Accounting Firm Service Breakdown: Tax Advisory
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-libraryTax strategy resources:🧠 Coaching GroupsCertified Tax Coach https://certifiedtaxcoach.org/Solo Tax Coach https://solotaxcoach.com/🤓 Tech SolutionsTaxPlanIQ https://www.taxplaniq.com/Instead https://www.instead.com/Corvee https://corvee.com/Holistiplan https://www.holistiplan.com/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsKarbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 510510 What Accounting Firm Roles Will AI Replace?
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Stanford Tax https://stanfordtax.com/Karbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 509509 Why AI Is Making Spreadsheets Cool Again!
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Stanford Tax https://stanfordtax.com/Karbon https://karbonhq.com/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 508508 Accounting Firm Service Breakdown: Individual Tax Prep
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub: https://makershub.ai/Stanford Tax: https://stanfordtax.com/Ignition: https://www.ignitionapp.com/Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 507507 6 Ways To Increase the Value Of Your Accounting Firm
🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G📹 Here’s the ChatGPT Agent video in question: https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb💰 Today's SponsorsStanford Tax https://stanfordtax.com/ClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 506506 Today’s Fastest Growing Accounting AI: Is It Secure?
Here’s the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbbGrab my FULL service library template here https://jasononline.link/TSLPodVideo Description📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/Stanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 505505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping
Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsIgnition https://www.ignitionapp.com/ClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 504504 Have All The Good Accountants Launched Their Own Firm?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 503503 How This $1.7M Tax Firm Built Their Network
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsIgnition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 502502 Accounting Firm Service Breakdown: Business Tax Preparation
Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsIgnition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 501501 How To 10X Your Accounting Firm!
Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?sr=8-1📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsIgnition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 500500 This $100k Solo Bookkeeper Is Facing 5 Problems
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsStanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 499499 Accounting Firm Service Breakdown: Bookkeeping
Grab my FULL service library template here https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsStanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jasonClient Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 498498 First Impressions: GPT-5 For Accounting Firms
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsStanford Tax https://stanfordtax.com/Ignition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jasonClient Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 497497 How To Get Accounting Clients to be More Responsive!
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsCanopy https://www.getcanopy.com/Stanford Tax https://stanfordtax.com/Catch Canopy and Jason on the road! August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 496496 The MOST IMPORTANT Areas of your Accounting Firm To Work On
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsStanford Tax https://stanfordtax.com/Canopy https://www.getcanopy.com/Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 495495 Stop Marketing Your Accounting Firm. Do This Instead
Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1My app recommendation database https://jasononfirms.com/appsMy 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-promptsMy service library template https://www.jasononfirms.com/service-library📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsCanopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 494494 Do Accounting Firms Need to Disclose AI Use to Clients?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsCanopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 493493 The 5 Ways Accounting Firms Around The World Differ
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsCanopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 492492 What’s My Price to Coach An Accounting Firm?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/Canopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCatch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 491491 My Accounting Firm’s Biggest Hiring Mistake
Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/Canopy https://www.getcanopy.com/Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 490490 I Wish Someone Had Shown Me These 6 Shortcuts
My practice management system recommender https://www.jasononfirms.com/pmrecDan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Canopy https://www.getcanopy.com/Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 489489 How Long Does It Take To Niche An Accounting Firm?
Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Canopy https://www.getcanopy.com/Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 488488 There Are Only 3 Types of Accounting Firms
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Canopy https://www.getcanopy.com/Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 487487 How To Get ChatGPT To Send You Accounting Clients
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/ClientHub https://www.clienthub.app/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
Ep 486486 First Impressions: ChatGPT AGENT For Accounting Firms
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClientHub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 485485 The 6 Small Business Traps that Accounting Firms Fall Into
Some of the resources I mentioned:My app recommendation database https://jasononfirms.com/appsMy service library templates https://jasononfirms.com/service-libraryMy 1040 workflow breakdown https://jasononfirms.com/1040My AI prompts for your meetings https://jasononfirms.com/meeting-promptsHere’s that automated time tracker Rize https://rize.io/To learn more about building offers check out Hormozi’s $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMakersHub https://makershub.ai/ClientHub https://www.clienthub.app/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 484484 Tax Prep For Accounting Firms - The Workflow Masterclass
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Verito https://verito.com/TeamUp https://www.hireteamup.com/jasonMissive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 483483 Can AI Clone My Accounting Expertise?
Take my avatar for a spin here https://www.delphi.ai/jasonstaatsAnd give Delphi a try at https://www.delphi.ai/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Missive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 482482 How Accounting Firms Can Capitalize On Changing Legislation
The powerful request tool Content Snare https://contentsnare.com/Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMakersHub https://makershub.ai/Missive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 481481 Answering 14 Questions About Running Accounting Firms
Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsTeamUp https://www.hireteamup.com/jasonMissive http://missiveapp.com/jasonMakersHub https://makershub.ai/Verito https://verito.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 480480 13 Brutal Truths to be a Better Accounting Firm Owner
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/TeamUp https://www.hireteamup.com/jasonVerito https://verito.com/Missive http://missiveapp.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 479479 9 Ingredients to Effective Change Management in Accounting Firms
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 478478 An AI Security Primer for Accounting Firms
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/Verito https://verito.com/MakersHub https://makershub.ai/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 477477 The State of Accounting Practice Management Systems
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 476476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year
Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agCheck out my app recommenations for accounting firms here https://jasononfirms.com/appsAnd here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 475475 Can One-Person Accounting Firms Existing in an Age of AI?
Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeTManaging Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/MakersHub https://makershub.ai/Verito https://verito.com/Financial Cents https://hubs.li/Q02P4Fz40Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 474474 Should The Next Generation of Accountants be Concerned?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 473473 Should Accounting Firms Grow Via Acquisition or Organically?
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsClientHub https://www.clienthub.app/TeamUp http://hireteamup.com/jasonVerito https://verito.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 472472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A
Learn more about the folks behind this event, PASBA, here! https://pasba.org/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMercury https://mercury.com/jasononfirmsVerito https://verito.com/ClientHub https://www.clienthub.app/TeamUp http://hireteamup.com/jasonMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 471471 Should Accounting Firms Partner with Financial Planners?
Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3G💰 Today's SponsorsMercury https://mercury.com/jasononfirmsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClientHub https://www.clienthub.app/TeamUp http://hireteamup.com/jasonMercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa