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Konten disediakan oleh Jason Staats. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jason Staats atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Unseen Upside: Investments Beyond Their Returns

1 S6:E1 AI & Education: Investing in the Future of Learning 40:43
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Discover how AI is breaking down barriers to education and tailoring learning experiences for students everywhere. From Duolingo’s global reach to the innovative use of AI in real classrooms at Miss Porter’s School in Connecticut, this episode explores how technology is expanding access, enhancing engagement, and equipping the next generation with essential skills—while ensuring integrity and safety remain at the forefront. Guests include: Luis von Ahn , CEO and Co-Founder of Duolingo Henry Ellenbogen , Chief Investment Officer at Durable Capital Partners Maureen Lamb , Latin teacher and the Language Department Chair at Miss Porter's School Dean Dimizas , Partner and Managing Director at Cambridge Associates Unseen Upside: Investments Beyond Their Returns is developed in partnership with PRX , an award-winning podcast media company. Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios that aim to generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.…
Jason On Firms Podcast
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Manage series 3462006
Konten disediakan oleh Jason Staats. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jason Staats atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
…
continue reading
535 episode
Tandai semua (belum/sudah) diputar ...
Manage series 3462006
Konten disediakan oleh Jason Staats. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Jason Staats atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
…
continue reading
535 episode
All episodes
×1 Common Mistakes In Accounting Services Proposals 39:05
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1 534 The Recent AI Updates Accounting Firms Need To See 50:19
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👋 Let’s keep the conversation going, this time in person. Find an event near you: https:// jason.link/kkh 🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a 👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/ Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in accounting. He runs Automation Town and leads monthly AI roundups inside Realize, helping firm leaders cut through the noise and focus on what’s actually working right now. In this episode, I talk with Chad Davis about the AI tools that actually work for accounting firms right now. We cover dictation apps, agent builders, and proposal automation using Google tools and the Anchor API. You’ll learn which tools to trust, which to skip, and how to spend smarter on AI in your firm. 📎 Grab my full set of 30 AI meeting prompts here: https:// jason.link/uc3 ☎️ Leave me a voicemail at (1)516-980-4968! ✅ Chad’s Recommended Tools Voice Inc — https://tryvoiceink.com/ Stanford Tax — https://stanfordtax.com/ Zapier Agents — https://zapier.com/agents Lindy (Build / Agents) — https://www.lindy.ai/ Artifact (Omniworkflows) — https://www.getartifact.com/ Anchor (Proposals API) — https://www.sayanchor.com 👀 Promising Fishbowl AI — https://www.fishbowlinventory.com/ ⚠️ Use With Caution Right Now OpenAI Atlas Browser — https://openai.com/index/introducing-chatgpt-atlas/ 💰 Today's Sponsors Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants StanfordTax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Sense and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Sense on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasonc…
1 533 How To Make Attending An Accounting Conference Worthwhile 40:18
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc 👋 Join me at one of my upcoming events: jason.link/908 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 532 The Most Common Accounting Firm Money Trap 35:35
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp…
1 531 How To Manage TASKS In Your Accounting Firm 35:22
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💼 My practice management system recommend…er: jason.link/00v 📖 My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Client Hub: http://clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasonc…
1 530 First Impressions: The New ChatGPT BROWSER For Accountants 26:23
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp…
1 529 The Niche Software Set To Blow Up This Accounting Firm 34:12
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ TeamUp: http://hireteamup.com/jason Client Hub: http://clienthub.app/ Stanford Tax: https://stanfordtax.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp…
1 528 Dealing With Pricing Objections in an Accounting Firm 28:51
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/yi3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4 ☎️ Leave me a voicemail at (1)516-980-4968! 💰 Today's Sponsors Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 527 Does AI Mean ADVISORY Is The Future for Accounting Firms? 34:11
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🚨 Take a look at the accounting-specific meeting notetakers I mentioned: Vinyl: https://www.usevinyl.com/ Ping: https://pingassistant.com/ Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason Keeper: https://keeper.app/ ClientHub: https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 526 The Accounting Firm Unlimited Client Hack 27:09
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ Canopy: https://www.getcanopy.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 525 What’s The Most PROFITABLE Accounting Firm You Can Run? 22:42
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Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq 💰 Today's Sponsors Cloud Accountant Staffing: http://hireteamup.com/jason Canopy: https://www.getcanopy.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 524 It’s Time We Stop Trying To Educate Our Clients 39:47
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason Canopy: https://www.getcanopy.com/ MakersHub: https://makershub.ai/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 523 Text Messaging Best Practices in Accounting Firms 26:01
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e 💰 Today's Sponsors ClientHub: https://www.clienthub.app/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 522 How To Launch Your Accounting Firm’s Online Community 23:00
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Today's Sponsors TeamUp: http://hireteamup.com/jason Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
1 521 What To Do With LEGACY Accounting Firm Clients 23:47
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Today's Sponsors Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats MakersHub: https://jasononline.link/PMHub 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp…
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Jason On Firms Podcast
1 520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This 34:39
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE 💰 Today's Sponsors Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats ClientHub: https://www.clienthub.app/ Canopy: https://www.getcanopy.com MakersHub: https://jasononline.link/PMHub 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 519 Is AI Making Junior Accountants Turn Off Their Brains? 41:22
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/ ClientHub: https://www.clienthub.app/ Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants MakersHub: https://jasononline.link/PMHub Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 518 Why You May Want to SELL Your Accounting Firm! 39:21
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk 💰 Today's Sponsors Cloud Accounting Staff: cloudaccountantstaffing.com/lp/staats ClientHub: https://www.clienthub.app/ Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants MakersHub: https://jasononline.link/PMHub Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 517 Accounting Firm Acquisition ARBITRAGE Opportunities 31:15
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🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp: http://hireteamup.com/jason Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants MakersHub: https://makershub.ai/ ClientHub: https://www.clienthub.app/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 516 What Accounting Firms Should Prioritize Before 12/31 46:15
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 👉 Download my free app database + tech stack planner: https://jasononline.link/D525 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Today's Sponsors Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Cloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staats MakersHub:https://makershub.ai/ ClientHub: https://www.clienthub.app/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X: https://twitter.com/jasononfirms LinkedIn: https://www.linkedin.com/in/jstaats/ YouTube: https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 515 Marketing Pro Explains: How Accounting Firms Can Get Ahead 47:51
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Check out Karen’s workshop series here! https://wearepf.com/accelerator/ Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 👉 Download my free app database + tech stack planner: https://jasononline.link/D521 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 💰 Today's Sponsors TeamUp: http://hireteamup.com/jason Makershub: https://makershub.ai/ Ignition: https://www.ignitionapp.com/ Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 514 What I Learned Going Through 42 Accounting Firm Websites 25:21
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 👉 Download my free app database + tech stack planner: https://jasononline.link/D521 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 💰 Today's Sponsors TeamUp: http://hireteamup.com/jason Makershub: https://makershub.ai/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms 31:31
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 💰 Today's Sponsors MakersHub: https://makershub.ai/ Karbon https://karbonhq.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 512 How Overselling is Costing Accounting Firms Millions 20:30
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY 💰 Today's Sponsors Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 511 Accounting Firm Service Breakdown: Tax Advisory 26:59
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library Tax strategy resources: 🧠 Coaching Groups Certified Tax Coach https://certifiedtaxcoach.org/ Solo Tax Coach https://solotaxcoach.com/ 🤓 Tech Solutions TaxPlanIQ https://www.taxplaniq.com/ Instead https://www.instead.com/ Corvee https://corvee.com/ Holistiplan https://www.holistiplan.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 510 What Accounting Firm Roles Will AI Replace? 36:39
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Jason On Firms Podcast
1 509 Why AI Is Making Spreadsheets Cool Again! 36:21
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Stanford Tax https://stanfordtax.com/ Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 508 Accounting Firm Service Breakdown: Individual Tax Prep 35:29
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub: https://makershub.ai/ Stanford Tax: https://stanfordtax.com/ Ignition: https://www.ignitionapp.com/ Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 507 6 Ways To Increase the Value Of Your Accounting Firm 25:38
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🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 📹 Here’s the ChatGPT Agent video in question: https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 506 Today’s Fastest Growing Accounting AI: Is It Secure? 37:01
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Here’s the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb Grab my FULL service library template here https://jasononline.link/TSLPod Video Description 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping 22:53
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Jason On Firms Podcast
1 504 Have All The Good Accountants Launched Their Own Firm? 14:24
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Jason On Firms Podcast
1 503 How This $1.7M Tax Firm Built Their Network 26:22
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 502 Accounting Firm Service Breakdown: Business Tax Preparation 23:48
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Jason On Firms Podcast
Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 500 This $100k Solo Bookkeeper Is Facing 5 Problems 26:19
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 499 Accounting Firm Service Breakdown: Bookkeeping 34:24
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Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 498 First Impressions: GPT-5 For Accounting Firms 45:19
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Jason On Firms Podcast
1 497 How To Get Accounting Clients to be More Responsive! 23:56
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Jason On Firms Podcast
1 496 The MOST IMPORTANT Areas of your Accounting Firm To Work On 17:19
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 495 Stop Marketing Your Accounting Firm. Do This Instead 21:43
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Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1 My app recommendation database https://jasononfirms.com/apps My 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-prompts My service library template https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 494 Do Accounting Firms Need to Disclose AI Use to Clients? 19:57
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 493 The 5 Ways Accounting Firms Around The World Differ 21:43
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 492 What’s My Price to Coach An Accounting Firm? 29:29
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 491 My Accounting Firm’s Biggest Hiring Mistake 17:36
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Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 490 I Wish Someone Had Shown Me These 6 Shortcuts 19:12
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My practice management system recommender https://www.jasononfirms.com/pmrec Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 489 How Long Does It Take To Niche An Accounting Firm? 20:44
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Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 488 There Are Only 3 Types of Accounting Firms 24:00
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 487 How To Get ChatGPT To Send You Accounting Clients 29:48
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 486 First Impressions: ChatGPT AGENT For Accounting Firms 32:54
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats ClientHub https://www.clienthub.app/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 485 The 6 Small Business Traps that Accounting Firms Fall Into 26:59
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Some of the resources I mentioned: My app recommendation database https://jasononfirms.com/apps My service library templates https://jasononfirms.com/service-library My 1040 workflow breakdown https://jasononfirms.com/1040 My AI prompts for your meetings https://jasononfirms.com/meeting-prompts Here’s that automated time tracker Rize https://rize.io/ To learn more about building offers check out Hormozi’s $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants MakersHub https://makershub.ai/ ClientHub https://www.clienthub.app/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 484 Tax Prep For Accounting Firms - The Workflow Masterclass 59:09
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Verito https://verito.com/ TeamUp https://www.hireteamup.com/jason Missive http://missiveapp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 483 Can AI Clone My Accounting Expertise? 29:19
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Take my avatar for a spin here https://www.delphi.ai/jasonstaats And give Delphi a try at https://www.delphi.ai/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Missive http://missiveapp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 482 How Accounting Firms Can Capitalize On Changing Legislation 29:23
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The powerful request tool Content Snare https://contentsnare.com/ Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Missive http://missiveapp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 481 Answering 14 Questions About Running Accounting Firms 46:01
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Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp https://www.hireteamup.com/jason Missive http://missiveapp.com/jason MakersHub https://makershub.ai/ Verito https://verito.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 480 13 Brutal Truths to be a Better Accounting Firm Owner 38:09
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp https://www.hireteamup.com/jason Verito https://verito.com/ Missive http://missiveapp.com/jason 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 479 9 Ingredients to Effective Change Management in Accounting Firms 29:47
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 478 An AI Security Primer for Accounting Firms 40:06
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Verito https://verito.com/ MakersHub https://makershub.ai/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 477 The State of Accounting Practice Management Systems 43:34
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast
1 476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year 34:05
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag Check out my app recommenations for accounting firms here https://jasononfirms.com/apps And here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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