The CPA Advisory Show

How to Make Yourself Really Lucky with Jason "The Human API" Staats

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Jeremy and Chris welcome special guest Jason "The Human API" Staats (@JStaatsCPA on Twitter, and yes we are working hard to get that nickname to stick). Jason is the name, face, voice and genius behind Jason Daily, a daily YouTube show which talks about how to move the profession forward, with a focus on tech and AI. The key takeaways from the episode (courtesy of ChatGPT) are:

  • The conversation starts with a discussion about the purpose of the show and the desire to have more authentic conversations about accounting from a non-corporate perspective.
  • The topic shifts to the challenges faced by accounting firm owners and practical steps they can take to free up time for more exciting and fulfilling work.
    • The conversation explores objections and concerns that accountants have about implementing automation, hiring admin staff, and adopting cloud-based portals to move their firms forward.
      • The difficulty of starting an accounting firm, citing regulatory requirements from the IRS and state boards of accountancy as major hurdles.
        • The episode also touches on the changing landscape of accounting services, including the rise of productized services and the potential risks associated with not maintaining high standards in tax preparation.


          • Follow the show on Twitter ⁠@CPAAdvisoryShow⁠

          Jeremy Wells on Twitter ⁠@JWellsCFO⁠

          Chris Hervochon on Twitter ⁠@ChrisHervochon

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          The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA