Accounting Firm Coach: Office Hours

By Jason StaatsBusiness Entrepreneurship Management

Accounting Firm Coach: Office Hours episodes

June 16, 2025 470 The Most Impactful AI For Professional Services
The AI assistant for this podcast https://www.delphi.ai/jasonstaats
Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
Mercury https://mercury.com/jasononfirms
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
ClientHub https://www.clienthub.app/
TeamUp http://hireteamup.com/jason
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!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
35 min
June 13, 2025 469 Ok But What If AI DOES Disrupt Accounting Firms?
Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/jasononfirms
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
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!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
35 min
June 11, 2025 468 How To Know if your Accounting Firm is SYSTEMATIZED
Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Mercury https://mercury.com/jasononfirms
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!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
34 min
June 09, 2025 467 Coaching 3 Accounting Firms on Tech Selection
Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
48 min
June 06, 2025 466 A Q&A about The Future of Accounting AI! (Q2 2025)
Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
44 min
June 04, 2025 465 Intuit Stealing Accounting Clients - Good or Bad?
Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
33 min
June 02, 2025 464 Roasting The Tech Stacks of 3 Accounting Firms
Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
FinDaily https://findaily.io/
Client Hub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
41 min
May 30, 2025 463 Follow These Steps to turn around ANY Accounting Firm!
Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIM
And the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
1 hr 5 min
May 28, 2025 462 Breaking Down a 2 Person $600k/yr Accounting Firm
Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
34 min
May 26, 2025 461 The Only Payroll Software Accounting Firms Should Use
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
https://jasononline.link/x3G
💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
ClientHub https://www.clienthub.app/

🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
28 min