

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

Jul 26, 2023 • 28min
081 Finding BETTER Clients For Your Accounting Firm
🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jul 25, 2023 • 31min
080 How To Get Your Accounting Clients To Pay More
🛠️ Tools used in this pod:ChatGPT Plus https://openai.com/blog/chatgpt-plusElevenLabs https://elevenlabs.io/speech-synthesis💰 Today's SponsorsCloud Accountant Staffing https://cloudaccountantstaffing.com/Xero Roadshow https://www.xero.com/us/events/roadshow/Canopy https://getcanopy.com/Client Hub https://clienthub.app/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Jul 21, 2023 • 29min
079 Tips To Build An Accounting Firm Around A Niche
Practical tips for building a niche accounting firm, including using IT conferences to discover client pain points. How specialization helps attract ideal clients and command higher fees. Tactical advice on early hiring and learning to delegate. Quick tech tricks like Stream Deck and social account strategies to boost content reach.

Jul 19, 2023 • 30min
078 How To Build Your Accounting Firm Tech Stack
XPM https://www.xero.com/us/xero-practice-manager/Aero https://www.aeroworkflow.com/Pixie https://www.usepixie.com/Liscio https://www.liscio.me/Senta https://www.senta.co/us/Qount https://www.qount.io/Mango https://mangopractice.com/Karbon https://karbonhq.com/Keeper https://keeper.app/Copilot https://www.copilot.com/Jetpack https://jetpackworkflow.com/Canopy https://www.getcanopy.com/Firm360 https://www.myfirm360.com/Elephant https://getelephantcpa.com/TaxDome https://taxdome.com/Client Hub https://clienthub.app/Financial Cents https://financial-cents.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 17, 2023 • 34min
077 How AI Personal Assistants Impact The Accounting Profession
Take Pi for a spin https://inflection.ai/Note the browser chat experience kind of stinks, if you're chatting in a browser you may as well just use ChatGPT. The novel thing here specifically is the new iOS app.💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 14, 2023 • 36min
076 2023 New Tech For Accountants Roundup - Part 2
Inkle https://www.inkle.io/Ply https://ply.io/Recall Chrome Extension https://www.recall.wiki/extensionRaycast https://www.raycast.com/proGmail Generative Email https://www.androidpolice.com/google-ai-write-gmail/Truewind https://www.truewind.ai/ChatThing https://chatthing.ai/Translucent https://www.translucent.io/Microsoft Loop https://www.microsoft.com/en-us/microsoft-loopWindows Copilot https://blogs.windows.com/windowsdeveloper/2023/05/23/bringing-the-power-of-ai-to-windows-11-unlocking-a-new-era-of-productivity-for-customers-and-developers-with-windows-copilot-and-dev-home/ZeroTax.ai https://zerotax.ai/Puzzle https://puzzle.io/Receipt Cat https://www.receiptcat.com/ScanStraight https://scanstraight.com/30 Days of AI https://kitchentableautomations.thinkific.com/collectionsDigits AI https://www.prnewswire.com/news-releases/digits-ai-debuts-as-worlds-first-secure-accurate-business-finance-ai-301857407.htmlCashWarden https://www.cashwarden.com/Simply Automate https://simplyautomateinc.com/rpaextension/Karbon AI https://karbonhq.com/feature/aiCharcoal Desk https://www.charcoal.inc/App Stream https://www.growthlabfinancial.com/automations-for-accountants💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 13, 2023 • 33min
075 2023 New Tech For Accountants Roundup - Part 1
Jason’s Newsletter newsletter.jason.cpaMacro https://www.macro.com/Guidde https://www.guidde.com/Receiptor AI https://receiptor.ai/ChatGPT Plugins https://openai.com/blog/chatgpt-pluginstheGist https://www.thegist.ai/AI Generated QR Codes https://barcode.so/Dropbox Universal Search https://blog.dropbox.com/topics/product/introducing-AI-powered-toolsRows AI https://rows.com/aiInterdimensional Clown Wrestling https://twitter.com/SteveMills/status/1665872102665383936Digits Transaction Review https://digits.com/blog/posts/introducing-digits-transaction-review/Notion Projects https://www.notion.so/product/projectsMicrosoft 365 https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot-a-whole-new-way-to-work/Canopy Generative Email https://www.getcanopy.com/blog/canopy-launches-chatgpt-ai-in-accounting-practice-management-software-canopyMad Woman Media https://madwomanmedia.co/ResearchBuddy [https://jstaats.notion.site/jstaats/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596](https://www.notion.so/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596?pvs=21)Parsio https://parsio.io/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy http://getcanopy.com/ClientHub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 12, 2023 • 32min
074 Where Should Accountants Start With Content Creation?
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 11, 2023 • 33min
073 Using AI To Build Your Accounting Firm Niche
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

Jul 10, 2023 • 35min
072 How Accounting Firms Sell App Advisory
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Canopy https://getcanopy.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa


