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Jason Staats
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
371 Behind The Scenes of a New Accountant Community
Learn more about Mike & Rebecca’s community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationroom.circle.so/💰 Today's SponsorsClient Hub https://www.clienthub.app/Karbon https://karbonhq.com/Ramp http://ramp.com/jasonLiveFlow https://bit.ly/3tK7Llr🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
42:5425/11/2024
370 How To Make the Clients You Already Have Better!
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.comClient Hub https://www.clienthub.app/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
31:0922/11/2024
369 The Business Math Your Accounting Firm Needs to See
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrKarbon https://karbonhq.com/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
46:3520/11/2024
368 6 Ideas to build Urgency & Scarcity into Renewals
Check out $100M offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/B09BK52JFJ💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
25:0918/11/2024
367 The Future of Workpaper Management for Accountants
NotebookLM https://notebooklm.google💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
24:2415/11/2024
366 6 Ways Firms Can Stop Trading Time for Money
💰 Today's SponsorsLiveFlow https://www.liveflow.io/Karbon https://karbonhq.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
30:3713/11/2024
365 Advice Before You Buy A Practice Management System
💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
30:5311/11/2024
364 The Right And Wrong Place to be CHEAP In Your Firm
💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
37:4308/11/2024
363 Building a BETTER Checklist in your Accounting Firm
The Checklist Manifesto https://www.amazon.com/Checklist-Manifesto-How-Things-Right-ebook/dp/B0030V0PEW💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Client Hub https://www.clienthub.app/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
31:2807/11/2024
362 The WRONG Way To Grow Your Accounting Firm
💰 Today's SponsorsLiveFlow https://www.liveflow.io/TeamUp https://www.hireteamup.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
22:4206/11/2024
361 Overcoming Fear When Changing Tech in your Firm
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://www.liveflow.io/Client Hub https://www.clienthub.app/TeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
34:5005/11/2024
360 The Power of SCRIPTS For Accounting Firms
6 things your script should have1. Clear goal of what we’re looking to do, maybe not necessarily to convince them, rather to clearly decide if they need something or not2. Identify the stages of the conversation, the general arc you want3. List good open ended questions for each stage of the convo4. Include handing for common scenarios in each stage5. Include stages that repeat back to the client your understanding and get them to say Yes6. Define the closing step for various scenarios, what are the action items, when should the client expect to hear from the team nextSteal some scripts from Alex Hormozi’s $100M Leads book https://www.acquisition.com/hubfs/$100M Leads Cold Outreach Downloads.pdf?hsLang=en💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
22:2404/11/2024
359 A Peek Into The Future of AI Accounting Tech
Check out JasonBot https://www.delphi.ai/jasonstaatsThe software email list https://www.jasononfirms.com/software-newsletterPerplexity https://www.perplexity.ai💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/FinDaily https://findaily.io/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
41:5401/11/2024
358 How To Launch An Accounting Firm WITHOUT Tax Expertise
My guide to build a side hustle practice https://youtu.be/6i5lETLeiXM?si=byLe94wCXi1dwcue💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrFinDaily https://findaily.io/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsClient Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
31:2531/10/2024
357 Overcoming The Fear Of Firing A Tricky Client
Fear Setting Worksheet https://tim.blog/wp-content/uploads/2017/06/ted_ferriss_fear_setting_sample_slides.pdf💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/FinDaily https://findaily.io/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
32:1130/10/2024
356 Redefine Your Business & Career in 12 Months
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
22:5229/10/2024
355 Storytelling That Attracts BETTER Clients
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsFinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
29:4528/10/2024
354 Should Accounting Firms Have Portals Or PMs?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrClient Hub https://www.clienthub.app/Mercury https://mercury.comFinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
27:4925/10/2024
353 Making The Hard Decision to LEAVE A Firm
Find Katie on LinkedIn here! https://www.linkedin.com/in/katiehelle/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
39:0324/10/2024
352 How I Built A Great Lead Magnet (And You Can Too!)
Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Karbon https://karbonhq.com/FinDaily https://findaily.io/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
36:2822/10/2024
351 The EASY Way to Fire Accounting Clients
🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
13:1821/10/2024
350 How I Grew My Accounting Firm Past $5M
Dark Horse CPA https://darkhorse.cpa/Breakaway Bookkeeping & Advising https://breakawayba.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Safesend https://bit.ly/learn-more-about-ssFinDaily https://findaily.io/Karbon https://karbonhq.com/Client Hub https://www.clienthub.app/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
01:00:1618/10/2024
349 Scaling An Accounting Firm from $1M to $3M
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
57:4617/10/2024
348 Scaling An Accounting Firm to $1M in 2025
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
01:01:1816/10/2024
347 Running a Solo Accounting Firm that Prints Money in 2025!
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40FinDaily https://findaily.io/Safesend https://safesend.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
50:1815/10/2024
346 Running A Side Hustle Accounting Firm in 2025 | A Complete Guide
Practice Management Systems I recommend for side hustle firms:https://www.myfirm360.com/https://taxdome.comhttps://financial-cents.com/https://keeper.app/https://clienthub.apphttps://www.getcanopy.com/Check out this side hustle community https://www.bookkeepingsidehustle.com/ 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 FinDaily https://findaily.io/Safesend https://safesend.com/Client Hub https://www.clienthub.app/Karbon https://karbonhq.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
01:10:2914/10/2024
345 Is Accounting Firm Tech Getting Too Expensive?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
33:2911/10/2024
344 The EASY Way To Market Your Accounting Firm
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
41:3410/10/2024
343 My Secret To Strategic Delegation
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
32:4809/10/2024
342 13 Tips to Select Better Accounting Firm Tech
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
32:2208/10/2024
341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)
The spreadsheet comparing your offering to other productized offerings https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharingCheck out the pod episode about it https://youtu.be/kMRn73VOEnk?si=sVMezGxgWDUtdLSp 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
37:2607/10/2024
340 Don’t Post On Your Firm’s Social Media Accounts
More info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktopAustralian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
33:5004/10/2024
339 The 3 Things Accounting Firms Need To NAIL Before Year End
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Financial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
30:3103/10/2024
338 Accounting Firm Websites Are Dead ☠️ Build This Instead
If you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conference💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
34:1902/10/2024
337 3 Ways To Make Junior Accounting Staff Higher Output
Watch the first part of the Service Library series 👉 https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAvSwipe the AI usage policy here 👉 https://youtu.be/HoRbBtt_rh8?si=bPjQ4xOPzmnubAUW 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
35:5601/10/2024
336 Should Bookkeeping Firms Get Into Tax Work?
Check out Liveplan here 👉 https://www.liveplan.com 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
31:1430/09/2024
335 Your Firm Picked The Wrong NICHE - Now What?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
35:4027/09/2024
334 Can AI Fix My Client’s Accounting Ledger?
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
29:5926/09/2024
333 What’s The Best AI Model for Accounting In 2024?
💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Bookkeep https://www.bookkeep.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
35:4925/09/2024
332 Attract Better Clients by issuing a REPORT
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
26:0224/09/2024
331 FIVE Profitable Frameworks Accounting Firms Can Sell Tomorrow
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
33:0123/09/2024
330 Questions To Ask EVERY Lead Before Making Them a Client
💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
39:0920/09/2024
329 Is The New OpenAI Model Any Good at Accounting?
Worked with Rightworks to launch a free AI usage policy https://ai.rightworks.com/policyAlso made an AI assistant comparison https://ai.rightworks.com/resources/product-comparison?source=policy 💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/Bookkeep https://www.bookkeep.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
39:0419/09/2024
328 Make THIS Change To How You Manage Your Calendar
Paul Graham 2009 Blog Post 👉 https://paulgraham.com/makersschedule.htmlWe explored client relationship managers further in D300 https://youtu.be/_BN5E2XAlEU?si=PmxO3nWlZ5oR9Mlf And I drafted my first 20 team members in D282 https://youtu.be/LbCyatwWj1k?si=Bw3l3lO-twaVQi6e 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Corvee https://corvee.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
31:5118/09/2024
327 This Accounting Firm Just Decided to Niche Down
🤖 Association Discovery Prompt:”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are associations, governing bodies, or organizations that certify for things that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the owners of the business? Give me a table of 10 organizations and what they do, and what about them specifically targets owners of gym businesses?”🤖 Influencer Discovery Prompt:”I'm going to niche my accounting and tax firm to just work with gym owners, the owners of fitness centers. What are social media influencers, newsletters or podcasts that would be specifically just relevant to the owners of these businesses? Not necessarily fitness coaches or other adjacent things, rather, what would be most relevant for the owners of the business? Give me a table of 10 organizations and what they do, and what about them specifically targets owners of gym businesses?”🤖 Ecosystem Explorer Prompt:”I've niched my accounting firm into gym owners business owners. We provide bookkeeping and tax support to them. But my real goal is to niche several layers deeper by identifying adjacent vendors in the ecosystem that I can support as well. Think specifically about the world of gym owners , in a very nuanced way, not mainstream things that consumers would be aware of. List 30 types of adjacent businesses in the ecosystem that would support gym owners entrepreneurs in a bullet list that I could begin offering services to. Ensure they're real types of businesses. List them on one line each, very concise, no pre or post text.” 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
30:3317/09/2024
326 DOUBLE Your Profitability With A Better Renewal Strategy
💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
39:4016/09/2024
325 Why Big Accounting Firms Can Charge Big Prices
Check out Spark 👉 https://ai.rightworks.com/ 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
29:0613/09/2024
324 How To Run A Profitable PAYROLL Practice!
Find Matthew on social https://www.linkedin.com/in/dmatthewpatrick/Check out his poorly named service for firms https://www.whirks.com/partner-with-whirksAnd check out PASBA here https://pasba.org/ 💰 Today's SponsorsFinDaily https://findaily.io/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
42:5912/09/2024
323 Build A Quick AI Coach To Train Yourself & Your Team
💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
29:3711/09/2024
322 The Secret to Retaining Talent in Accounting Firms
💰 Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax.com/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
24:4510/09/2024