Accounting Firm Coach: Office Hours

By Jason StaatsBusiness Entrepreneurship Management

Accounting Firm Coach: Office Hours episodes

October 24, 2025 530 First Impressions: The New ChatGPT BROWSER For Accountants
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
27 min
October 22, 2025 529 The Niche Software Set To Blow Up This Accounting Firm
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
TeamUp: http://hireteamup.com/jason
Client Hub: http://clienthub.app/
Stanford Tax: https://stanfordtax.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
35 min
October 20, 2025 528 Dealing With Pricing Objections in an Accounting Firm
Hungry for that transformational in-person connection?
👋 Join me at one of my upcoming events: jason.link/yi3
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
29 min
October 17, 2025 527 Does AI Mean ADVISORY Is The Future for Accounting Firms?
🚨 Take a look at the accounting-specific meeting notetakers I mentioned:
Vinyl: https://www.usevinyl.com/
Ping: https://pingassistant.com/
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
35 min
October 15, 2025 526 The Accounting Firm Unlimited Client Hack
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
28 min
October 13, 2025 525 What’s The Most PROFITABLE Accounting Firm You Can Run?
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq
💰 Today's Sponsors
Cloud Accountant Staffing: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
23 min
October 10, 2025 524 It’s Time We Stop Trying To Educate Our Clients
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
MakersHub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
40 min
October 08, 2025 523 Text Messaging Best Practices in Accounting Firms
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
27 min
October 06, 2025 522 How To Launch Your Accounting Firm’s Online Community
🤝 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
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
TeamUp: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
23 min
October 03, 2025 521 What To Do With LEGACY Accounting Firm Clients
🤝 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
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
MakersHub: https://jasononline.link/PMHub
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
24 min