

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

Jan 16, 2024 • 31min
170 Shut Up And Make Something!
Here's that ridiculous thing I made 🫠I hope you like it https://youtu.be/9ocqDrWYivs?si=OpwIFshIopyIbuV5💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 12, 2024 • 34min
169 Managing Knowledge In An Accounting Firm
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 10, 2024 • 53min
168 My 2024 AI Predictions for the Accounting Profession
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 8, 2024 • 36min
167 Designing An Accounting Firm Around Client Needs
Jay Clouse's Problems Database https://x.com/jayclouse/status/1737493951341359582?s=20💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 5, 2024 • 32min
166 Launch A New Accounting Firm Or Stay Put
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 3, 2024 • 35min
165 A Guide To Renewals in Accounting Firms
The renewal tools I mention:Knuula https://knuula.com/Ignition https://ignitionapp.com/GoProposal https://goproposal.com/Anchor https://www.sayanchor.com/Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing.That swipeable bit about how your firm sets its fees:"We don't compete with other professionals on price. You can hire professional support at any price point.Our solutions solve for four "costs":1. Your professional fees2. The taxes you pay3. Your time4. Your peace of mindWe will devote additional resources to reduce your tax bill as long as it reduces the total outlay of taxes + professional fees.To reiterate, the true cost of your tax professional is the total outlay of professional fees + tax spend.This often means our professional fees will be higher than those of cost-first firms. This is in your best interest, and minimizes your annual cash outlay.For some taxpayers, cost-first works best. Their situation is simple enough to not merit additional effort.At [firm], we only engage clients for whom our tax strategies will yield significant savingsAnd as soon as your tax situation doesn't merit it, we happily refer out to lower-cost providers."💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jan 1, 2024 • 37min
164 Santa's Top Tips for Accounting Firms
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dec 15, 2023 • 29min
163 Should Accounting Firms Offer Discounts?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dec 14, 2023 • 39min
162 Don't Watch This One It's About Timesheets
Chad's bear camp highlight reel: https://vimeo.com/403815235/b5d43c4cb9💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Forwardly https://www.forwardly.com/TeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Dec 13, 2023 • 28min
161 Leaning into Entrepreneurship as an Accountant
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly https://www.forwardly.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa


