PLAY PODCASTS
Jason On Firms Podcast

Jason On Firms Podcast

608 episodes — Page 9 of 13

Ep 208208 How To Rip Off Bandaids in your Firm

💰 Today's SponsorsShareFile https://www.sharefile.com/industry/accountingCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 29, 202445 min

Ep 207207 Writing A Book To Build Your Accounting Firm

The Accountant Marketer https://karenlreyburn.com/order-now/Follow Karen on LinkedIn https://www.linkedin.com/in/karenlreyburn/Her personal site https://karenlreyburn.com/And Karen's agency for accounting firms https://wearepf.com/💰 Today's SponsorsShareFile https://www.sharefile.com/industry/accountingCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 28, 202439 min

Ep 206206 What To Do When Clients Want a Status Update 🫠

💰 Today's SponsorsShareFile https://www.sharefile.com/industry/accountingCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 26, 202433 min

Ep 205205 A Guide to Google Reviews for Accounting Firms 🫠

💰 Today's SponsorsAccruer https://www.accruer.com/TeamUp https://www.hireteamup.com/ShareFile https://www.sharefile.com/industry/accountingLiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 25, 202434 min

Ep 204204 Should Accounting Firms Onboard with a Health Check?

💰 Today's SponsorsAccruer https://www.accruer.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrShareFile https://www.sharefile.com/industry/accounting🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 22, 202431 min

Ep 203203 Managing Imposter Syndrome as an Accountant

💰 Today's SponsorsAccruer https://www.accruer.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 20, 202432 min

Ep 202202 Build This Accounting Niche: Summer Camps

💰 Today's SponsorsAccruer https://www.accruer.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 19, 202433 min

Ep 201201 Science-Backed Methods to Manage Stress in Periods of Overwork

💰 Today's SponsorsAccruer https://www.accruer.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 18, 202428 min

Ep 200200 How Much Money Should Firms Make Per Client?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 15, 202433 min

Ep 199199 How A Cold DM Can Change An Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 13, 202446 min

Ep 198198 Let’s Build An Accounting Firm From Scratch!

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 12, 202432 min

Ep 197197 16 Tips To Help Accountants Look Their Best on Video

Elgato Prompter https://www.elgato.com/us/en/p/prompterKevin Shen on Twitter https://twitter.com/theKevinShenKevin's Courses https://dreamstudiocourse.com/💰 Today's SponsorsRelay https://relayfi.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 11, 202429 min

Ep 196196 Remote Work Stipends for Accounting Firms?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 8, 202446 min

Ep 195195 Lighting & Furniture for Accounting Firms

The office chair I use https://secretlab.co/products/titan-evo-2022-series?sku=M07-E24PU-BLACK1RThe lite version of the chair https://secretlab.co/pages/titan-evo-liteWired's chair roundup https://www.wired.com/gallery/best-office-chairs/Huberman Lab podcast https://www.hubermanlab.com/podcastThe CO2 monitor I use https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 7, 202428 min

Ep 194194 Computer Peripherals for your Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 6, 202429 min

Ep 193193 The Right Computers & Monitors for your Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 5, 202442 min

Ep 192192 Accountants: Let's Improve That Desk Setup

The Fully desk I use https://store.hermanmiller.com/standing-desks/jarvis-bamboo-standing-desk/2542428.htmlThe sticky cord holder I mentioned https://www.amazon.com/Organizer-Management-Organizers-Holder-Office/dp/B08BZJY7R6Desk hooks you can use to hang anything under your desk https://www.amazon.com/Headphone-Headphones-Aluminum-Adhesive-Accessories/dp/B07331JDJQExample of a privacy shield with kangaroo pouch https://www.upliftdesk.com/modesty-panel-with-wire-management-by-uplift-desk/💰 Today's SponsorsRelay https://relayfi.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Mar 4, 202427 min

Ep 191191 Developing New Skills As An Accountant

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Mar 1, 202437 min

Ep 190190 11 Ideas for Accounting Firm Newsletters

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 28, 202432 min

Ep 189189 Social Media - Post As Yourself or As Your Firm?

Logan's accountant-facing YouTube channel https://www.youtube.com/@taxtelegraf/videosLogan's normie-facing YouTube channel https://www.youtube.com/channel/UC_JBZ3nbTGjLaOU4HRt1-nQBrandon Hall's Twitter https://twitter.com/bhallcpa💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 27, 202438 min

Ep 188188 The Skills Needed To Develop An Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrRelay https://relayfi.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 26, 202430 min

Ep 187187 Why The World Needs More Accounting Influencers 🫠

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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 23, 202435 min

Ep 186186 Why Regulatory Change Is An Opportunity for Accounting Firms

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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 21, 202433 min

Ep 185185 How AI Agents Will Transform The Accounting Profession (this year)

Article about OpenAI developing agent software https://gizmodo.com/openai-wants-to-control-your-computer-1851240566The browser agent I mentioned HyperWrite https://www.hyperwriteai.com/Google Gemini 1.5 announcement https://x.com/JeffDean/status/1758146022726041615?s=20💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrRelay https://relayfi.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 19, 202433 min

Ep 184184 What To Do When Apps Share Common Features

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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 16, 202437 min

Ep 183183 Let's Specialize Your Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Relay https://relayfi.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 14, 202433 min

Ep 182182 Delivering Monthly Financials with an AI Assistant

Get the specifics of how the GPT was built here https://www.newsletter.jason.cpa/p/whats-next-accounting-issue-121And here's a recent video where we built a Custom GPT from scratch https://youtu.be/a0F6-P2nP-k?si=YsrskpJ-3S8ecOVg💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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 12, 202432 min

Ep 181181 Roasting Your Accounting Firm Social Media Accounts

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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 9, 202424 min

Ep 180180 9 Ways To Increase Capacity In Your Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Feb 7, 202435 min

Ep 179179 A 12 Month Transition To Working ON Your Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.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, 202433 min

Ep 178178 Should Accountants Work Their @$$ Off in Their Twenties?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.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 2, 202435 min

Ep 177177 Selling Banking & Capital Services in an Accounting Firm

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 31, 202428 min

Ep 176176 7 Inconvenient Truths for Accounting Firms

The original Dickie Bush inconvenient truths thread https://x.com/dickiebush/status/1509510847680454659?s=20💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 29, 202428 min

Ep 175175 Managing Key Person Risk in Accounting Firms

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 26, 202443 min

Ep 174174 Slow Vs Fast Marketing in Accounting Firms

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 24, 202423 min

Ep 173173 4 Questions Accounting Leaders Should Ask Themselves

Here's the companion video from the main channel https://youtu.be/VJ-IIGj6BMI💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 21, 202427 min

Ep 172172 Should Accounting Firms Sell Courses?

Here's that niche ChatGPT convo: https://chat.openai.com/share/443e0653-06bc-4c4c-a2bd-ea7d3d845086💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 19, 202432 min

Ep 171171 Ongoing Services Are Costing Your Firm Profit

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 18, 202424 min

Ep 170170 Shut Up And Make Something!

Here's that ridiculous thing I made 🫠 I hope you like it https://youtu.be/9ocqDrWYivs?si=OpwIFshIopyIbuV5💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.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

Jan 16, 202430 min

Ep 169169 Managing Knowledge In An Accounting Firm

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 12, 202432 min

Ep 168168 My 2024 AI Predictions for the Accounting Profession

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 10, 202451 min

Ep 167167 Designing An Accounting Firm Around Client Needs

Jay Clouse's Problems Database https://x.com/jayclouse/status/1737493951341359582?s=20💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 8, 202434 min

Ep 166166 Launch A New Accounting Firm Or Stay Put

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 5, 202431 min

Ep 165165 A Guide To Renewals in Accounting Firms

The renewal tools I mention:Knuula https://knuula.com/Ignition https://ignitionapp.com/GoProposal https://goproposal.com/Anchor https://www.sayanchor.com/Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing.That swipeable bit about how your firm sets its fees:"We don't compete with other professionals on price. You can hire professional support at any price point.Our solutions solve for four "costs":1. Your professional fees2. The taxes you pay3. Your time4. Your peace of mindWe will devote additional resources to reduce your tax bill as long as it reduces the total outlay of taxes + professional fees.To reiterate, the true cost of your tax professional is the total outlay of professional fees + tax spend.This often means our professional fees will be higher than those of cost-first firms. This is in your best interest, and minimizes your annual cash outlay.For some taxpayers, cost-first works best. Their situation is simple enough to not merit additional effort.At [firm], we only engage clients for whom our tax strategies will yield significant savingsAnd as soon as your tax situation doesn't merit it, we happily refer out to lower-cost providers."💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 3, 202434 min

Ep 164164 Santa's Top Tips for Accounting Firms

💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 1, 202436 min

Ep 163163 Should Accounting Firms Offer Discounts?

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp 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

Dec 15, 202327 min

Ep 162162 Don't Watch This One It's About Timesheets

Chad's bear camp highlight reel: https://vimeo.com/403815235/b5d43c4cb9💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Forwardly https://www.forwardly.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dec 14, 202338 min

Ep 161161 Leaning into Entrepreneurship as an Accountant

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dec 13, 202327 min

Ep 160160 The 9 Ways to Prep Your Accounting Firm for 2024

💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dec 12, 202330 min

Ep 159159 The 61 Best New Things for Accounting Firms in 2023

💰 Today's SponsorsTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa 🔨 Tools mentioned in this episode:Rize https://rize.io/TextExpander https://textexpander.com/RightTool https://accountingprotools.com/Digits https://digits.com/SurePrep https://corp.sureprep.com/MacBook Pro https://www.apple.com/macbook-pro/Reflect Notes https://reflect.app/Monday https://monday.com/DocuClipper https://www.docuclipper.com/Revver Docs https://www.revverdocs.com/Soraban https://www.soraban.com/Uncat https://www.uncat.com/StanfordTax https://stanfordtax.com/TaxCaddy https://taxcaddy.com/Claude https://claude.ai/OneNote https://www.onenote.com/PandaDoc https://www.pandadoc.com/Typeform https://www.typeform.com/Odoo https://www.odoo.com/Bookkeep https://www.bookkeep.com/Accruer https://accruer.com/SafeSend https://safesend.com/Pitbull Transcripts https://www.pitbulltax.com/irs-transcripts.htmlLastPass https://www.lastpass.com/1Password https://1password.com/Okta https://www.okta.com/Practice Protect https://practiceprotect.com/DataSnipper datasnipper.comPerplexity https://www.perplexity.ai/Client Engager https://engager.app/TinyWow https://tinywow.com/Rewind https://rewind.com/Syft Analytics https://www.syftanalytics.com/Basecamp https://basecamp.com/Fathom https://www.fathomhq.com/Datarails https://www.datarails.com/Saasant https://www.saasant.com/FinancialCents https://financial-cents.com/Karbon https://karbonhq.com/Ramp https://ramp.com/ClickUp https://clickup.com/Canva https://www.canva.com/Notion https://notion.so/TaxDome https://taxdome.com/Ignition https://www.ignitionapp.com/Keeper https://keeper.app/Loom https://loom.com/Fireflies https://fireflies.ai/Microsoft Teams Premium https://www.microsoft.com/en-us/microsoft-teams/premiumFathom https://fathom.video/ChatGPT Plus https://openai.com/blog/chatgpt-plus

Dec 11, 202323 min