Accounting Firm Coach: Office Hours

By Jason StaatsBusiness Entrepreneurship Management

Accounting Firm Coach: Office Hours episodes

January 28 570 How To Know If Your Accounting Firm Needs a Coach
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
1 hr 15 min
January 23 569 The Three Best Desk Upgrades for Accountants
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T
🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
In this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig into how to find higher-value clients inside a niche, when to partner with software companies and licensing bodies, and why better clients solve most capacity problems. I wrap with a deep mailbag covering pricing, tech stacks, Intuit alternatives, content creation, and how I build my software recommendations.
📌Here’s that CO2 monitor I mentioned https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W?sr=8-3
🎙️ Tax Stuff I mention in the video:
- IRS Tax Solutions https://irstax.net/
- Pitbull Tax Resolution https://www.pitbulltax.com/
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N573T
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
1 hr 12 min
January 21 568 How Smart Accounting Firms Attract Better Clients
🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://jasononline.link/CKatie
🧰 Swipe my FREE app recommendations for accounting firms: https://jasononline.link/AKatie
My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the future of small-firm ownership for the better.
📌 Check out Katie's company! https://leaders-online.com/
In this episode, I sit down with accounting firm marketing guru Katie Thomas to break down what modern firms are doing to attract better clients and better talent. We cover how to find a niche you actually want to serve, a 90 day growth plan, and the simple social habits that drive results even for firms that don't enjoy marketing. We also get into referral marketing, website conversion basics, pricing transparency, and how firms are using partner-led content to attract talent at a time when everyone else is struggling to hire.
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
48 min
January 19 567 This Accounting Firm Is OVER CAPACITY
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C572T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A572T
🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
In this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just better work. We walk through why capacity problems are usually pricing and positioning problems, not tech or hiring problems, and how to start becoming selective about who you serve. I break down how to identify A clients, raise prices without blowing up the firm, and reset the rules of engagement so the business supports your life instead of consuming it.
💰 Today's Sponsors
Stanford Tax: https://stanfordtax.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
36 min
January 16 566 A Masterclass In Accounting Firm Proposals
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually respond. I also get into why three-tier pricing often fails in the details, how to standardize service levels internally with a service library, and how to think about mid-year scope changes without stressing clients out.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Stanford Tax: https://stanfordtax.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
Missive: https://missiveapp.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
1 hr
January 14 565 The One Sentence That Lands Better Clients
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T
☎️ Leave me a voicemail at (1)516-980-4968!
📩 My newsletter! https://jasononline.link/N570T
In this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a commodity, and walk through how messaging helps you attract better clients.
💰 Today's Sponsors
Verito: https://verito.com/
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/@jasoncpa
26 min
January 12 564 Great Accounting Firm “Workflow”, Defined
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T
☎️ Leave me a voicemail at (1)516-980-4968!
📚 Here’s that service library resource: https://jasononline.link/SL569T
In this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out to the real causes of workflow pain like too many client types, too many services, and inconsistent delivery. I also explain why workflow issues are often capacity issues and why specialization is usually the fastest path to simpler operations.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0
🗣️ 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
January 09 563 Profitable 1099 Work! A Guide for Accounting Firms
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T
☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.

💰 Today's Sponsors
Soraban: https://www.soraban.com/
Verito: https://verito.com/

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
25 min
January 08 562 Accounting Firms: Your New Year’s Manifesto
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like to get back into work that actually energizes you, and why most of the “scary” decisions firm owners face are far less risky than they feel.
🗣️ Continue the discussion on social!
X [https://twitter.com/jasononfirms](https://twitter.com/jasononfirms)
LinkedIn [https://www.linkedin.com/in/jstaats/](https://www.linkedin.com/in/jstaats/)
YouTube [https://www.youtube.com/@jasoncpa](https://www.youtube.com/@jasoncpa)
7 min
January 05 561 He Built the AI That Runs Your Accounting Firm
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valuable assets in your firm.
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
38 min