Jason On Firms Podcast

Mar 28 2025 436 ep. 32 mins 49
Jason On Firms Podcast artwork

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

  Business
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436 A LinkedIn Posting Strategy for Professional Firms

Mar 28 2025 19 mins  
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twit

435 The Best AI Assistant for Professional Firms

Mar 26 2025 32 mins  
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/re

434 My Firm Stopped Using Intuit Products - Here's What Happened Next

Mar 24 2025 26 mins  
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/🗣️ Continue the discussion on social!Twitter https://twit

433 The Story of a Developer Who Bought an Accounting Firm

Mar 21 2025 35 mins  
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/r

432 The State of Accounting AI Agents

Mar 20 2025 22 mins  
Using AI to automate email processing https://www.youtube.com/watch?v=a8Dhj3Zh9vQ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com🗣️ Continue the d

431 The Great Advisory Grift

Mar 19 2025 34 mins  
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/r

430 The Three Ways To Manage Client Status Updates

Mar 17 2025 31 mins  
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private communityhttps://www.rlz.io/💰 Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.li

429 Deep Research May Be The Best AI for Accountants

Mar 14 2025 40 mins  
Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT Deep Research https://openai.com/index/introducing-deep-research/Digits https://digits.com/Accounting Software Co’s Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY

428 Accounting Vendors are Using My Data with AI!

Mar 12 2025 36 mins  
💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonMakershub https://makershub.ai/TeamUp http://hireteamup.com/jason🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

427 How to Grow Your Firm When You’re Swamped

Mar 10 2025 24 mins  
💰 Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jason🗣️ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa