Jason On Firms Podcast
Jason Staats
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Episodes
Mentioned books
Jun 26, 2024 • 38min
270 Standardizing Services - A Guide to Simplification
Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jun 25, 2024 • 33min
269 Standardizing Services - Cleaning Up The Mess
The podcast discusses the importance of standardizing services for business success, including categorizing engagements, structuring client services, and involving teams in defining services. Real-life examples and tool recommendations are shared, along with insights on transparent data access and offshore team hiring.
Jun 24, 2024 • 33min
268 Standardizing Services - A Framework
Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jun 21, 2024 • 41min
267 How To Build Systems For Messy Work
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
4 snips
Jun 20, 2024 • 32min
266 Steal These 13 Content Rituals From Me
Practical routines for creating repeatable content that reduce effort and boost consistency. Playful 'roast' formats aimed at specific niches to spark engagement. Using AI to generate niche ideas and sharing ChatGPT prompt histories. Turning client stories, red-flag examples, and anonymous submissions into compelling posts. Repurposing others' work through a firm-focused lens and using Q&A and comic panels as ongoing content sources.
Jun 18, 2024 • 29min
265 Turning Around A Firm That Averages $272/Client
Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Uncat https://www.uncat.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jun 17, 2024 • 29min
264 How To Communicate What Sets Your Firm Apart
Swipe my service comparison table to start building your own https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharing💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jun 14, 2024 • 35min
263 Should Accounting Firms Be Buying Leads!?
The podcast interview in question https://youtu.be/jYhlnpvCKm8?si=roKzmNQFyuRO0iDz💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jun 13, 2024 • 22min
262 Creating A Private Podcast Feed for your Clients
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Jun 12, 2024 • 31min
261 The Trouble With Getting Rich, And How To Plan Ahead
“The Day I Became A Millionaire” by DHH https://signalvnoise.com/svn3/the-day-i-became-a-millionaire/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
