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 10, 2023 • 26min
121 Defining The Online Identity of your Accounting Firm
💰 Today's SponsorsCanopy https://www.canopytax.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 9, 2023 • 39min
120 This Week in Public Accounting News 10/09/23
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.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
Oct 6, 2023 • 32min
119 How Success Becomes A Blocker to Personal Growth
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 5, 2023 • 31min
118 The Future of Accounting Firm Conferences
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/Tech Guru https://www.techguruit.com/Canopy https://www.canopytax.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 4, 2023 • 34min
117 When To Switch Software in your Accounting Firm
The podcast explores the challenges of switching software in accounting firms, including the impact of AI technology and automation on the reconciliation process. It discusses the importance of timing and commitment when making the decision to switch software, and explores the future of accounting firm software and AI technology. The speaker expresses frustration with the lack of innovation in software products and emphasizes the importance of ecosystem-specific solutions. They also discuss maximizing productivity with one monitor and share their experience of transitioning between tax software.
Oct 3, 2023 • 31min
116 The Impact of AI On Offshore & Entry Level Accountants
Harvard study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4573321MetaGPT https://github.com/geekan/MetaGPTMicrosoft AutoGen https://www.microsoft.com/en-us/research/blog/autogen-enabling-next-generation-large-language-model-applications/💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Oct 2, 2023 • 32min
115 How To Double The Prices in your Accounting Firm
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Sep 29, 2023 • 38min
114 A Big ChatGPT Update for Accountants
The PI voice assistant https://youtu.be/99mERjGebvg?si=kMplMzAZVyJ2MlfuGPT-4 preparing tax returns https://youtu.be/hjw45TDROUs?si=Bg_7v3HNDa6_Seb3💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Accountests https://www.accountests.com/Tech Guru https://www.techguruit.com/Copilot https://www.copilot.com/solutions/accounting-client-portal🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
Sep 27, 2023 • 43min
113 Windows Copilot is Here 🎉 What It Means For Accountants
This podcast discusses the release of Windows Copilot, its features including screen capture redaction and improved Outlook, and the importance of hiring the right person. It also explores the benefits of finding an IT group for accounting firms and the importance of keeping the client portal separate from workflow management.
Sep 25, 2023 • 30min
112 11 Fall Marketing Ideas for your Accounting Firm
This podcast discusses fall marketing ideas for accounting firms, including hosting workshops, creating valuable checklists, and optimizing reach. It also covers sponsorship, marketing campaign names, and referral incentives. Other topics include effective marketing strategies such as pairing referral incentives with urgency, client testimonial campaigns, and partnership marketing. The podcast also explores fall marketing ideas like sponsorships, tax filing reminder texts, and offering free initial consults. It concludes with tips on creating urgency in marketing strategies using limited-time free consultations, invoice inserts, and AI technology.
