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Jason On Firms Podcast

Jason On Firms Podcast

607 episodes — Page 4 of 13

Ep 457457 Why Better Clients Aren’t Finding Your Firm

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Canopy https://www.getcanopy.comIgnition https://www.ignitionapp.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

May 16, 202530 min

Ep 456456 The Most Important Software Tax Firms Will Buy!

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Canopy https://www.getcanopy.comIgnition https://www.ignitionapp.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

May 14, 202532 min

Ep 455455 The Ultimate Hack to Build Your Client Network

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsIgnition https://www.ignitionapp.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

May 12, 202533 min

Ep 454454 Do I Regret Selling My Accounting Firm?

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/staatsIgnition https://www.ignitionapp.com/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

May 9, 202533 min

Ep 453453 Revamping A 4 Partner Accounting Firm

👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/jasonCanopy https://www.getcanopy.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsIgnition https://www.ignitionapp.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

May 7, 202537 min

Ep 452452 A New Way to Deliver Financials To Your Clients With AI

Learn more about NotebookLM here https://notebooklm.google/Here’s the first prompt I used:You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.And the second prompt I used:You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/jasonCanopy https://www.getcanopy.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

May 6, 202547 min

Ep 451451 The Best Ledger Software for Accounting Firms

My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/jasonCanopy https://www.getcanopy.com/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/

May 2, 202531 min

Ep 450450 The WILDEST Tech Stack I’ve Ever Seen in an Accounting Firm

Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag👍 My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxk📌 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/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/

Apr 30, 202530 min

Ep 449449 Watch This if you’re Trying To Hire an Accounting Unicorn

Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkMCheck out this app database https://www.jasononfirms.com/apps✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 28, 202523 min

Ep 448448 How Much Should Firms Increase Prices Each Year?

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub 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

Apr 25, 202532 min

Ep 447447 The #1 Tech Unlock for Accounting Firms

Content Snare https://contentsnare.com/✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 23, 202524 min

Ep 446446 How This $500k/yr Tax Firm Can 2x Profit in 3 Steps

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub 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

Apr 21, 202536 min

Ep 445445 Follow THIS Process To Nail Your Tech Stack in 2025

Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_linkAnd join the email list to get my tool recs for each category jasononline.link/kQ7✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCloud 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

Apr 18, 202533 min

Ep 444444 10 Ways to get 10x The Return for your Time

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub 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

Apr 16, 202533 min

Ep 443443 How This Micro Niche Accounting Firm Grows At 100k+ Per Year!

Share some details about your firm with me here and I may roast your firm next! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 15, 202526 min

Ep 442442 How To Know When Work is “Good Enough”

Check out Zapier https://zapier.com/✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClient Hub https://www.clienthub.app/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 11, 202536 min

Ep 441441 AI Use Cases with LinkedIn’s Top Finance Influencer

Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/And check out his community AI Finance Club https://ai-finance.club/✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 9, 202537 min

Ep 440440 The Only 8 Ways To Deliver Financials to a Client

Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/And check out his community AI Finance Club https://ai-finance.club/✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClientHub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 8, 202521 min

Ep 439439 Why Accounting Firm Leaders Need an Assistant

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Apr 4, 202533 min

Ep 438438 The Race to AGI And It's Impact on Accounting Firms

Grab the other talks from this conference free, here https://www.aider.ai/best-practices/the-best-of-ai-in-accounting-summit-2025-webinar?hss_channel=lcp-13706757✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub 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

Apr 3, 202533 min

Ep 437437 6 Ways Accounting Firms Can Use ChatGPT Image Generation

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 31, 202531 min

Ep 436436 A LinkedIn Posting Strategy for Professional Firms

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 28, 202519 min

Ep 435435 The Best AI Assistant for Professional Firms

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 26, 202532 min

Ep 434434 My Firm Stopped Using Intuit Products - Here's What Happened Next

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 24, 202526 min

Ep 433433 The Story of a Developer Who Bought an Accounting Firm

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 21, 202535 min

Ep 432432 The State of Accounting AI Agents

Using AI to automate email processing https://www.youtube.com/watch?v=a8Dhj3Zh9vQ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy 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

Mar 20, 202522 min

Ep 431431 The Great Advisory Grift

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 19, 202534 min

Ep 430430 The Three Ways To Manage Client Status Updates

✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy 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

Mar 17, 202531 min

Ep 429429 Deep Research May Be The Best AI for Accountants

Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT Deep Research https://openai.com/index/introducing-deep-research/Digits https://digits.com/Accounting Software Co’s Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdf💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonCanopy 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

Mar 14, 202540 min

Ep 428428 Accounting Vendors are Using My Data with AI!

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonMakershub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 12, 202536 min

Ep 427427 How to Grow Your Firm When You’re Swamped

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 10, 202524 min

Ep 426426 Invest Money In Software or People? 🤔

💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 7, 202531 min

Ep 425425 Why You Should Use 3 Tier Proposals

Check these out!Ignition https://www.ignitionapp.com/Anchor https://www.sayanchor.com/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonRamp http://ramp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub 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

Mar 5, 202532 min

Ep 424424 5 Ways To Use Your Meeting Transcripts

More about meeting recorders https://www.youtube.com/watch?v=eyee2vVz2mk💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCloud 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

Mar 4, 202521 min

Ep 423423 Should ANY Accountants Be Doing Payroll in 2025?

Watch the Matthew Patrick Episode https://www.youtube.com/watch?v=NdsJYaDB3MkCheck out the new channel! https://www.youtube.com/@tryjasononlineAnd my new Excel + ChatGPT video 👀 https://youtu.be/JNvlIIgox68?si=lMJ-_l5gGzuEU_i7💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 28, 202529 min

Ep 422422 8 Ways To Enable Accountability in your Firm

💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCloud 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 26, 202521 min

Ep 421421 7 Mistakes I Made Growing My Accounting Firm

💰 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 24, 202519 min

Ep 420420 How To Develop A Stronger Team

Join My Accountant Community! https://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.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 21, 202532 min

Ep 419419 The State of Accounting AI Adoption

Check out Karbon’s Report https://karbonhq.com/resources/state-of-ai-accounting-report-2025/Read my Newsletter! https://www.jasononfirms.com/newsletter💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.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 20, 202539 min

Ep 418418 My Employees Can’t Know How Much Money I Make!

💰 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 19, 202522 min

Ep 417417 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 17, 202521 min

Ep 416416 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 13, 202522 min

Ep 415415 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 12, 202523 min

Ep 414414 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 11, 202527 min

Ep 413413 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 7, 202532 min

Ep 412412 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 5, 202527 min

Ep 411411 6 Ways China’s Deepseek-R1 Impacts Accounting AI

💰 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, 202534 min

Ep 410410 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 31, 202523 min

Ep 409409 He Made $152k In 2024 Running A 2-Person Accounting Firm

Logan’s Videohttps://youtu.be/r8mbbDhHqJI?si=XiscCcZeAp8FmXv0Connect with Loganhttps://countercommunity.cohttps://x.com/LoganGrafTaxhttps://www.linkedin.com/in/logangraf/https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQ💰 Today's SponsorsLiveflow https://www.liveflow.io/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

Jan 29, 202543 min

Ep 408408 This Guy’s Solo Accounting Firm Made $182k Last Year

Yuri’s LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktopAnd check out Yuri’s podcast here! https://thecapitalcontribution.buzzsprout.com/1986541💰 Today's SponsorsLiveflow https://www.liveflow.io/Karbon https://karbonhq.com/Cloud 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 27, 202538 min
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