Episoder

  • 471 Should Accounting Firms Partner with Financial Planners?

    471 Should Accounting Firms Partner with Financial Planners?

    · Jason On Firms Podcast

    Holistiplan https://www.holistiplan.com/
    Corvee https://corvee.com/
    TaxPlanIQ https://www.taxplaniq.com/
    TallyFor https://www.tallyfor.com/

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Mercury https://mercury.com/jasononfirms
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    ClientHub https://www.clienthub.app/
    TeamUp http://hireteamup.com/jason

    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.

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  • 470 The Most Impactful AI For Professional Services

    470 The Most Impactful AI For Professional Services

    · Jason On Firms Podcast

    The AI assistant for this podcast https://www.delphi.ai/jasonstaats
    Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Mercury https://mercury.com/jasononfirms
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    ClientHub https://www.clienthub.app/
    TeamUp http://hireteamup.com/jason

    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.


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  • 469 Ok But What If AI DOES Disrupt Accounting Firms?

    469 Ok But What If AI DOES Disrupt Accounting Firms?

    · Jason On Firms Podcast

    Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Karbon https://karbonhq.com/
    Mercury https://mercury.com/jasononfirms
    ClientHub https://www.clienthub.app/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

    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.


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  • 468 How To Know if your Accounting Firm is SYSTEMATIZED

    468 How To Know if your Accounting Firm is SYSTEMATIZED

    · Jason On Firms Podcast

    Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    FinDaily https://findaily.io/
    Karbon https://karbonhq.com/
    Mercury https://mercury.com/jasononfirms

    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.


    πŸ—£οΈ Continue the discussion on social!
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  • 467 Coaching 3 Accounting Firms on Tech Selection

    467 Coaching 3 Accounting Firms on Tech Selection

    · Jason On Firms Podcast

    Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    FinDaily https://findaily.io/
    Karbon https://karbonhq.com/
    Client Hub https://www.clienthub.app/


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  • 466 A Q&A about The Future of Accounting AI! (Q2 2025)

    466 A Q&A about The Future of Accounting AI! (Q2 2025)

    · Jason On Firms Podcast

    Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    FinDaily https://findaily.io/
    Karbon https://karbonhq.com/
    Client Hub https://www.clienthub.app/


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  • 465 Intuit Stealing Accounting Clients - Good or Bad?

    465 Intuit Stealing Accounting Clients - Good or Bad?

    · Jason On Firms Podcast

    Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    FinDaily https://findaily.io/
    Karbon https://karbonhq.com/
    Client Hub https://www.clienthub.app/


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  • 464 Roasting The Tech Stacks of 3 Accounting Firms

    464 Roasting The Tech Stacks of 3 Accounting Firms

    · Jason On Firms Podcast

    Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    FinDaily https://findaily.io/
    Client Hub https://www.clienthub.app/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

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  • 463 Follow These Steps to turn around ANY Accounting Firm!

    463 Follow These Steps to turn around ANY Accounting Firm!

    · Jason On Firms Podcast

    Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIM
    And the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    Client Hub https://www.clienthub.app/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

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  • 462 Breaking Down a 2 Person $600k/yr Accounting Firm

    462 Breaking Down a 2 Person $600k/yr Accounting Firm

    · Jason On Firms Podcast

    Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    Client Hub https://www.clienthub.app/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

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  • 461 The Only Payroll Software Accounting Firms Should Use

    461 The Only Payroll Software Accounting Firms Should Use

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    ClientHub https://www.clienthub.app/


    πŸ—£οΈ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
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  • 460 This Is THE PERFECT Accounting Firm Client

    460 This Is THE PERFECT Accounting Firm Client

    · Jason On Firms Podcast

    Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    ClientHub https://www.clienthub.app/

    πŸ—£οΈ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
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    YouTube https://www.youtube.com/@jasoncpa

  • 459 Simple Video Advice for Accounting Firms

    459 Simple Video Advice for Accounting Firms

    · Jason On Firms Podcast

    30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

    Let me know what else I should build some prompt templates for πŸ™‚

    πŸ’Ύ Software
    Loom https://loom.com/
    Descript https://descript.com/

    πŸŽ₯ Hardware
    Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2
    Neewer Light Stand https://www.amazon.com/Stainless-Cushioned-Photography-Universal-Monolight/dp/B0B5G9F23T?sr=8-4
    Amaran entry-level light https://amarancreators.com/products/amaran-cob-60d-s
    Amaran entry-level modifier https://amarancreators.com/products/amaran-octa-dome-60

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    MakersHub https://makershub.ai/
    Canopy https://www.getcanopy.com
    ClientHub https://www.clienthub.app/


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  • 458 This Is How You Find A More Profitable Client

    458 This Is How You Find A More Profitable Client

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    MakersHub https://makershub.ai/
    Canopy https://www.getcanopy.com

    πŸ—£οΈ Continue the discussion on social!
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  • 457 Why Better Clients Aren’t Finding Your Firm

    457 Why Better Clients Aren’t Finding Your Firm

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    MakersHub https://makershub.ai/
    Canopy https://www.getcanopy.com
    Ignition https://www.ignitionapp.com/

    πŸ—£οΈ Continue the discussion on social!
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  • 456 The Most Important Software Tax Firms Will Buy!

    456 The Most Important Software Tax Firms Will Buy!

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    MakersHub https://makershub.ai/
    Canopy https://www.getcanopy.com
    Ignition https://www.ignitionapp.com/

    πŸ—£οΈ Continue the discussion on social!
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  • 455 The Ultimate Hack to Build Your Client Network

    455 The Ultimate Hack to Build Your Client Network

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    MakersHub https://makershub.ai/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    Ignition https://www.ignitionapp.com/

    πŸ—£οΈ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
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    YouTube https://www.youtube.com/@jasoncpa

  • 454 Do I Regret Selling My Accounting Firm?

    454 Do I Regret Selling My Accounting Firm?

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    Ignition https://www.ignitionapp.com/
    TeamUp http://hireteamup.com/jason

    πŸ—£οΈ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
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  • 453 Revamping A 4 Partner Accounting Firm

    453 Revamping A 4 Partner Accounting Firm

    · Jason On Firms Podcast

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    Canopy https://www.getcanopy.com/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    Ignition https://www.ignitionapp.com/

    πŸ—£οΈ Continue the discussion on social!
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  • 452 A New Way to Deliver Financials To Your Clients With AI

    452 A New Way to Deliver Financials To Your Clients With AI

    · Jason On Firms Podcast

    Learn more about NotebookLM here https://notebooklm.google/

    Here’s the first prompt I used:
    You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.

    And the second prompt I used:
    You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.

    πŸ‘ My recommendations (or not) of 100+ Apps for Accounting Firms:
    https://jasononline.link/zxk

    πŸ“Œ 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

    πŸ’° Today's Sponsors
    TeamUp http://hireteamup.com/jason
    Canopy https://www.getcanopy.com/
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats

    πŸ—£οΈ 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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