Jason On Firms Podcast

By Jason Staats

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms... more

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3737 ratings

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FAQs about Jason On Firms Podcast:

How many episodes does Jason On Firms Podcast have?

The podcast currently has 461 episodes available.

Jason On Firms Podcast episodes:

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
...more
28min
May 23, 2025 460 This Is THE PERFECT Accounting Firm Client
Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW
👍 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
...more
19min
May 21, 2025 459 Simple Video Advice for Accounting Firms
30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing
Let me know what else I should build some prompt templates for 🙂
💾 Software
Loom https://loom.com/
Descript https://descript.com/
🎥 Hardware
Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2
Neewer Light Stand https://www.amazon.com/Stainless-Cushioned-Photography-Universal-Monolight/dp/B0B5G9F23T?sr=8-4
Amaran entry-level light https://amarancreators.com/products/amaran-cob-60d-s
Amaran entry-level modifier https://amarancreators.com/products/amaran-octa-dome-60
👍 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
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
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
...more
37min
May 19, 2025 458 This Is How You Find A More Profitable Client
👍 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
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
...more
30min
May 16, 2025 457 Why Better Clients Aren’t Finding Your Firm
👍 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
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
...more
31min
May 14, 2025 456 The Most Important Software Tax Firms Will Buy!
👍 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
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
...more
33min
May 12, 2025 455 The Ultimate Hack to Build Your Client Network
👍 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
MakersHub https://makershub.ai/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
...more
34min
May 09, 2025 454 Do I Regret Selling My Accounting Firm?
👍 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
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
...more
34min
May 07, 2025 453 Revamping A 4 Partner Accounting Firm
👍 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
Canopy https://www.getcanopy.com/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://twitter.com/JStaatsCPA
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
...more
38min
May 06, 2025 452 A New Way to Deliver Financials To Your Clients With AI
Learn more about NotebookLM here https://notebooklm.google/
Here’s the first prompt I used:
You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.
And the second prompt I used:
You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.
👍 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
Canopy https://www.getcanopy.com/
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
...more
48min

FAQs about Jason On Firms Podcast:

How many episodes does Jason On Firms Podcast have?

The podcast currently has 461 episodes available.

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