Jason On Firms Podcast
638 episodes — Page 6 of 13
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
Ep 358358 How To Launch An Accounting Firm WITHOUT Tax Expertise
My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrFinDaily https://findaily.io/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsClient 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 357357 Overcoming The Fear Of Firing A Tricky Client
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 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
Ep 356356 Redefine Your Business & Career in 12 Months
💰 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 355355 Storytelling That Attracts BETTER Clients
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsFinDaily https://findaily.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 354354 Should Accounting Firms Have Portals Or PMs?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.comFinDaily https://findaily.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 353353 Making The Hard Decision to LEAVE A Firm
Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.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 352352 How I Built A Great Lead Magnet (And You Can Too!)
Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Karbon https://karbonhq.com/FinDaily https://findaily.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 351351 The EASY Way to Fire Accounting Clients
🫠 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 350350 How I Grew My Accounting Firm Past $5M
Dark Horse CPA https://darkhorse.cpa/Breakaway Bookkeeping & Advising https://breakawayba.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.io/Karbon https://karbonhq.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 349349 Scaling An Accounting Firm from $1M to $3M
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/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 348348 Scaling An Accounting Firm to $1M in 2025
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 Safesend https://bit.ly/learn-more-about-ssKarbon 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 347347 Running a Solo Accounting Firm that Prints Money in 2025!
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40FinDaily https://findaily.io/Safesend https://safesend.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 346346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide
Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper.app/https://clienthub.apphttps://www.getcanopy.com/Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/Safesend https://safesend.com/Client 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 345345 Is Accounting Firm Tech Getting Too Expensive?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 🫠 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 344344 The EASY Way To Market Your Accounting Firm
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 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 343343 My Secret To Strategic Delegation
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee 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 342342 13 Tips to Select Better Accounting Firm Tech
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee 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 341341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)
The spreadsheet comparing your offering to other productized offerings https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharingCheck out the pod episode about it https://youtu.be/kMRn73VOEnk?si=sVMezGxgWDUtdLSp 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee 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 340340 Don’t Post On Your Firm’s Social Media Accounts
More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktopAustralian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee 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 339339 The 3 Things Accounting Firms Need To NAIL Before Year End
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Financial Cents https://hubs.li/Q02P4Fz40 🫠 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