Jason On Firms Podcast
608 episodes — Page 5 of 13
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
Ep 407407 How I’D Run My Accounting Firm on Production Pay
Check out PASBAhttps://pasba.org💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon 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
Ep 406406 Practical Production Pay Advice
Connect with Craighttps://x.com/CPATaxTeam💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comIgnition https://www.ignitionapp.com/Karbon 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
Ep 405405 Implementing VARIABLE Pay in an Accounting Firm
Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comIgnition https://www.ignitionapp.com/Karbon 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
Ep 404404 Production Pay for an Accounting Team Of 5
Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comIgnition https://www.ignitionapp.com/Karbon 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
Ep 403403 This Guy’s Been On Production Pay for 12 Years!
Connect with Matthew on LinkedIn! https://www.linkedin.com/in/dmatthewpatrick/Learn more about PASBA https://pasba.org/Matthew’s payroll firm also partners with other firms, if you want to outsource that payroll & HR work https://www.whirks.com/partner💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comMakersHub https://makershub.ai/Ignition 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
Ep 402402 The Trouble With Practice Management Systems
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Ep 401401 How To Run Your Firm’s First Webinar 🖥️
💰 Today's SponsorsLiveflow https://www.liveflow.io/Financial Cents https://hubs.li/Q02P4Fz40MakersHub https://makershub.ai/Ignition 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
Ep 400400 How To Find Your First Mentor
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Ep 399399 Reacting To 2025 Accounting Trend Hot Takes
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Ep 398398 Should Accounting Firms Offer Done-With-You Services?
Here’s that old value ladder episode https://youtu.be/6BWc2mBqsEM?si=PRV7jl6AAkkGXl1p💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCorvee https://corvee.com/StanfordTax https://stanfordtax.com/Financial Cents https://hubs.li/Q02P4Fz40MakersHub 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 397397 Debating The Future of Accounting Firm Tech
A16z video about accounting tech https://youtu.be/OPRJI8Djfq8?si=0NEIDWo2EDbjSRpkNotebookLM https://notebooklm.google💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCorvee https://corvee.com/StanfordTax https://stanfordtax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 396396 10 Recent AI Announcements ACCOUNTANTS Should Be Excited For
A rundown of links from today’s discussion!1️⃣ The shift to AI REASONINGBackground on how OpenAI’s o1 model works https://openai.com/index/introducing-openai-o1-preview/AccountingToday’s first ChatGPT CPA exam test https://www.accountingtoday.com/news/we-ran-the-cpa-exam-through-chatgpt-and-it-failed-miserablyTheir second test, where it passed https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passes2️⃣ Copilot VisionNow available in preview https://www.microsoft.com/en-us/microsoft-copilot/blog/2024/12/05/copilot-vision-now-in-preview-a-new-way-to-browse/3️⃣ Projects in ChatGPTProjects support article https://help.openai.com/en/articles/10169521-using-projects-in-chatgpt4️⃣ Google’s Been CookinTheir amazing new video model https://deepmind.google/technologies/veo/veo-2/Gemini deep research https://blog.google/products/gemini/google-gemini-deep-research/5️⃣ ChatGPT PROWhat it includes https://openai.com/index/introducing-chatgpt-pro/6️⃣ ChatGPT Advanced Voice On All AppsThe ChatGPT desktop app https://openai.com/chatgpt/download/7️⃣ ElevenLabs Conversational AgentsBuild your own! https://elevenlabs.io/conversational-ai8️⃣ ChatGPT CanvasHow it works https://openai.com/index/introducing-canvas/9️⃣ More People Are Using It!Rightworks’ AI tool security comparison https://ai.rightworks.com/resources/product-comparison🔟 OpenAI’s o3 ModelThe announcement video https://www.youtube.com/live/SKBG1sqdyIU?si=AIMMwI8M80cTHifC💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCorvee https://corvee.com/StanfordTax https://stanfordtax.com/Financial Cents https://hubs.li/Q02P4Fz40MakersHub 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 395395 The Fall of Bench + The State of Productized Accounting
💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/StanfordTax https://stanfordtax.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 394394 10 Ingredients Of An Accounting Firm Pod Structure
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastLiveflow https://www.liveflow.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 393393 Is $150/user/mo Too Much For Accounting Software!?
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastKarbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 392392 Bookkeeping Tech Predictions for 2025!
Check these out:Keeper https://keeper.appRightTool https://righttool.appThe Twitter Thread https://x.com/jstaatscpa/status/1600254070929121281?s=46&t=XT6m6_jtIaGZNqvqfk5eRw💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastMakersHub https://makershub.ai/Karbon https://karbonhq.com/Corvee https://corvee.com/Financial Cents https://hubs.li/Q02P4Fz40StanfordTax https://stanfordtax.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 391391 Tax Tech Predictions for 2025!
Check these out!Soraban https://www.soraban.comStanford Tax https://stanfordtax.com/SafeSend https://safesend.com/💰 Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 390390 A New Book with a Fresh Approach To Selling
Check the book out https://a.co/d/0PJicU3💰 Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/Ignition https://www.ignitionapp.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 389389 Are You Hiring GHOST Accountants?
📖 Radical Candor https://a.co/d/bNfPEzG💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastIgnition https://www.ignitionapp.com/Karbon https://karbonhq.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 388388 The Trouble With BIG Clients
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastIgnition https://www.ignitionapp.com/Karbon https://karbonhq.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 387387 The Argument To Deliver Client Work With a VIDEO
Check out the Taxpros Discord http://www.taxprosdiscord.com/And connect with Derek onLinkedIn https://www.linkedin.com/in/derek-foote-cpa/X/Twitter https://x.com/WTFoote💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 386386 Consolidating Client Work To A Single Portal?
💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 385385 The Best Way To DOUBLE Profits In Your Firm
💰 Today's SponsorsTeamUp https://www.hireteamup.com/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastLiveflow https://www.liveflow.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 384384 The Right Number of Apps To Have in an Accounting Firm
💰 Today's SponsorsLiveflow https://www.liveflow.io/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastIgnition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 383383 How To Get In The Habit of WRITING (and why you should)
💰 Today's SponsorsLiveflow https://www.liveflow.io/Ramp http://ramp.com/jason🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 382382 PAID ADS To Find Accounting Clients… Let’s Debate!
💰 Today's SponsorsLiveflow https://www.liveflow.io/Ramp http://ramp.com/jason🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 381381 7 Ways to MAKE Time (cuz you won’t find it)
💰 Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/Ramp http://ramp.com/jasonTruePrep.ai https://www.trueprep.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 380380 Helping Your Firm Find Its Voice (+Why You Should)
Highly recommend the book DotCom Secrets https://www.amazon.com/DotCom-Secrets-Underground-Playbook-Growing/dp/1630474770And here’s the podcast episode with Lulu Cheng Meservey https://www.youtube.com/watch?v=QDHWyuNhs-E💰 Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 379379 How To Handle The Client That’s Too Much Work!
Check out the David Parell Podcast https://podcasts.apple.com/us/podcast/lulu-cheng-meservey-the-pr-class-you-didnt-know-you-needed/id1700171470?i=1000626935566Here’s the Service Library video https://www.youtube.com/watch?v=T8rQzr3ogkM&💰 Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/Ramp http://ramp.com/jasonTruePrep.ai https://www.trueprep.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 378378 The Story Behind The ORIGINAL Accountant Community
Check out Jason’s podcast https://thriveal.com/thrivecast/His YouTube channel https://www.youtube.com/@ThrivealCPANetworkAnd his community, Thriveal https://thriveal.com/community/💰 Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.comMakersHub https://makershub.ai/Corvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 377377 A New Community For $1M+ Accounting Firms
Check out Brandon’s weekly newsletter https://brandons-newsletter-bcbda5.beehiiv.com/And apply to join Brandon’s new community 415 here https://docs.google.com/forms/d/e/1FAIpQLScFVNzR9lRytgGbLAcTpatof03GVxtGgwwMWkYlJ2fGOCr4aQ/viewform 💰 Today's SponsorsTeamUp https://www.hireteamup.comCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/Liveflow https://www.liveflow.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 376376 The Online Community for New Accounting Firm Owners
Check out Logan’s YouTube channel here https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQHis Twitter https://x.com/LoganGrafTaxAnd LinkedIn https://www.linkedin.com/in/logangraf/And his new community, Counter https://countercommunity.co/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastRamp http://ramp.com/jasonCorvee https://corvee.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 375375 Inside My Accounting Firm Peer Group Community!
Learn more about my community Realize here https://www.rlz.io/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonCorvee https://corvee.com/TeamUp https://www.hireteamup.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 374374 Should Accounting Firms Avoid Black Friday Deals?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonCorvee https://corvee.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 373373 A New AUTOMATION Community for Accounting Firms
Check out Chad’s automation community here! https://automationtown.io/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonClient Hub https://www.clienthub.app/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 372372 The Community To Help You Build an ‘Autopilot’ Accounting Firm
Check out Ryan’s community, Future Firm Accelerate https://futurefirmaccelerate.com/And be sure to join his weekly newsletter here! https://futurefirm.co/newsletter/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonClient Hub https://www.clienthub.app/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcast🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 371371 Behind The Scenes of a New Accountant Community
Learn more about Mike & Rebecca’s community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationroom.circle.so/💰 Today's SponsorsClient Hub https://www.clienthub.app/Karbon https://karbonhq.com/Ramp http://ramp.com/jasonLiveFlow https://bit.ly/3tK7Llr🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 370370 How To Make the Clients You Already Have Better!
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.comClient Hub https://www.clienthub.app/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 369369 The Business Math Your Accounting Firm Needs to See
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrKarbon https://karbonhq.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 368368 6 Ideas to build Urgency & Scarcity into Renewals
Check out $100M offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/B09BK52JFJ💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 367367 The Future of Workpaper Management for Accountants
NotebookLM https://notebooklm.google💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 366366 6 Ways Firms Can Stop Trading Time for Money
💰 Today's SponsorsLiveFlow https://www.liveflow.io/Karbon https://karbonhq.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 365365 Advice Before You Buy A Practice Management System
💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 364364 The Right And Wrong Place to be CHEAP In Your Firm
💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 363363 Building a BETTER Checklist in your Accounting Firm
The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 362362 The WRONG Way To Grow Your Accounting Firm
💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 361361 Overcoming Fear When Changing Tech in your Firm
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/TeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 360360 The Power of SCRIPTS For Accounting Firms
6 things your script should have1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they need something or not2. Identify the stages of the conversation, the general arc you want3. List good open ended questions for each stage of the convo4. Include handing for common scenarios in each stage5. Include stages that repeat back to the client your understanding and get them to say Yes6. Define the closing step for various scenarios, what are the action items, when should the client expect to hear from the team nextSteal some scripts from Alex Hormozi’s $100M Leads book https://www.acquisition.com/hubfs/$100M Leads Cold Outreach Downloads.pdf?hsLang=en💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Ep 359359 A Peek Into The Future of AI Accounting Tech
Check out JasonBot https://www.delphi.ai/jasonstaatsThe software email list https://www.jasononfirms.com/software-newsletterPerplexity https://www.perplexity.ai💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/FinDaily https://findaily.io/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa