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
Oct 26, 2023 • 38min
131 Should Accounting Firms Invest in YouTube?
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud 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
Oct 25, 2023 • 29min
130 A Better Way To Select Your Accounting Firm Software
Grab a copy of the report here! 👉 https://go.rlz.io/pm💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud 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
Oct 23, 2023 • 28min
129 Challenge Assumptions to Build A Better Accounting Firm
https://youtu.be/EfMYTK9IwPU?si=X3jsVcRqEV62yUiY💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalFirm360 https://www.myfirm360.com/Cloud 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
8 snips
Oct 20, 2023 • 34min
128 What Do Accounting Firms Need from a CRM?
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Cloud 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
Oct 19, 2023 • 33min
127 10 Tips for Accounting Firms Selling Bill Pay
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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
Oct 18, 2023 • 26min
126 Documenting Client Communications in Accounting Firms
The podcast discusses the challenges of capturing client communications and the benefits of separate business numbers. It explores the importance of a centralized portal for managing client communications and the value of capturing information from various channels. Additionally, it talks about Liveflow's templates and Cloud Accountant Staffing's service. The chapter concludes by highlighting the significance of searchable transcripts and comprehensive systems for managing client interactions.
Oct 16, 2023 • 26min
125 Create A Podcast in your Accounting Firm From Scratch
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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
Oct 13, 2023 • 29min
124 Could Accountants Unionize Against AI?
The podcast discusses the recent Writer's Strike over AI use in Hollywood, explores AI's impact on the accounting industry, and raises concerns about worker displacement. It also delves into the future of AI wearables, the potential of AI replacing smartphones, and the importance of building resilient staffing pipelines in accounting firms.
Oct 12, 2023 • 1h 20min
123 Managing Org Charts in Accounting Firms
💰 Today's SponsorsClient Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portalLiveFlow https://www.liveflow.io/solutions/accountantsCloud 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
Oct 11, 2023 • 27min
122 Delegation Opportunities in Accounting Firms
💰 Today's SponsorsClient Hub https://www.clienthub.app/TeamUp https://www.hireteamup.com/Copilot https://www.copilot.com/solutions/accounting-client-portalCloud 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
