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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
221 How To Build The First 1 Person $10M Accounting Firm
Sam Altman discusses the solo unicorn https://fortune.com/2024/02/04/sam-altman-one-person-unicorn-silicon-valley-founder-myth/OpenAI and Microsoft's Stargate https://fortune.com/2024/04/02/microsoft-openai-stargate-100-billion-ai-supercomputer-star-wars-sdi/AI agent tool Devin https://twitter.com/cognition_labs/status/1767548763134964000?lang=enAli Abdaal's 2022 How Much I Made video https://www.youtube.com/watch?v=KvDHMeJJ_cY&t=2399s💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Keeper https://www.keeper.app/Firm360 https://www.myfirm360.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
41:2717/04/2024
220 Turning Client Problems into Profitable Services
Million Dollar Weekend https://noahkagan.com/mdwbook/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Keeper https://www.keeper.app/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
37:2816/04/2024
219 How To Ensure It Goes Better Next Year
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23:0815/04/2024
218 The Client Who No Longer Appreciates You 🥺
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35:5412/04/2024
217 24 Tips to Run A Firm While Maintaining Your Health
Check out Dr Rupy's stuff here https://thedoctorskitchen.com/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Accruer https://www.accruer.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
28:1011/04/2024
216 9 Ways To De-Skill Roles in your Accounting Firm
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40:4310/04/2024
215 Use SCARCITY To Make Your Firm More Profitable
$100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/1737475731Pricing Power Through Scarcity: A Case Study of Ferrari https://quartr.com/insights/company-research/pricing-power-through-scarcity-a-case-study-of-ferrari💰 Today's SponsorsTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/Accruer https://www.accruer.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
29:4909/04/2024
214 SAAS Spend Reporting for your Accounting Clients
Talisman https://www.gettalisman.com/Ramp https://ramp.com/Divvy https://www.bill.com/product/spend-and-expenseRelay https://relayfi.com/Mercury https://mercury.com/💰 Today's SponsorsTechGuru https://www.techguruit.com/TeamUp https://www.hireteamup.com/Accruer https://www.accruer.com/LiveFlow https://bit.ly/3tK7Llr🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
30:0708/04/2024
213 Can You Delegate Client Comms in an Accounting Firm?
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31:0205/04/2024
212 This AI Assistant is a PASSIVE REVENUE Opportunity for Firms
The tool I used https://delphi.ai/💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/interVal https://www.inter-val.ai/js24?utm_campaign=JS_24&utm_medium=referral&utm_source=podcastTechGuru https://www.techguruit.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
30:2104/04/2024
211 If You Only Knew... 11 Secrets About Being an Accountant
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39:1603/04/2024
210 AI Just Made Accounting Firm Marketing More Accessible
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29:2502/04/2024
209 How To Develop Grit in an Accounting Firm
A link to the book https://www.amazon.com/Grit-Angela-Duckworth-audiobook/dp/B01D3AC5VU💰 Today's SponsorsinterVal https://www.inter-val.ai/js24?utm_campaign=JS_24&utm_medium=referral&utm_source=podcastTeamUp https://www.hireteamup.com/LiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
31:0701/04/2024
208 How To Rip Off Bandaids in your Firm
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45:1129/03/2024
207 Writing A Book To Build Your Accounting Firm
The Accountant Marketer https://karenlreyburn.com/order-now/Follow Karen on LinkedIn https://www.linkedin.com/in/karenlreyburn/Her personal site https://karenlreyburn.com/And Karen's agency for accounting firms https://wearepf.com/💰 Today's SponsorsShareFile https://www.sharefile.com/industry/accountingCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
39:3628/03/2024
206 What To Do When Clients Want a Status Update 🫠
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33:3526/03/2024
205 A Guide to Google Reviews for Accounting Firms 🫠
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34:3325/03/2024
204 Should Accounting Firms Onboard with a Health Check?
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31:4822/03/2024
203 Managing Imposter Syndrome as an Accountant
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32:2020/03/2024
202 Build This Accounting Niche: Summer Camps
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33:2219/03/2024
201 Science-Backed Methods to Manage Stress in Periods of Overwork
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28:4318/03/2024
200 How Much Money Should Firms Make Per Client?
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33:1215/03/2024
199 How A Cold DM Can Change An Accounting Firm
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46:5413/03/2024
198 Let’s Build An Accounting Firm From Scratch!
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32:2912/03/2024
197 16 Tips To Help Accountants Look Their Best on Video
Elgato Prompter https://www.elgato.com/us/en/p/prompterKevin Shen on Twitter https://twitter.com/theKevinShenKevin's Courses https://dreamstudiocourse.com/💰 Today's SponsorsRelay https://relayfi.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
29:5511/03/2024
196 Remote Work Stipends for Accounting Firms?
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46:1308/03/2024
195 Lighting & Furniture for Accounting Firms
The office chair I use https://secretlab.co/products/titan-evo-2022-series?sku=M07-E24PU-BLACK1RThe lite version of the chair https://secretlab.co/pages/titan-evo-liteWired's chair roundup https://www.wired.com/gallery/best-office-chairs/Huberman Lab podcast https://www.hubermanlab.com/podcastThe CO2 monitor I use https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
28:2807/03/2024
194 Computer Peripherals for your Accounting Firm
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29:2506/03/2024
193 The Right Computers & Monitors for your Accounting Firm
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42:1905/03/2024
192 Accountants: Let's Improve That Desk Setup
The Fully desk I use https://store.hermanmiller.com/standing-desks/jarvis-bamboo-standing-desk/2542428.htmlThe sticky cord holder I mentioned https://www.amazon.com/Organizer-Management-Organizers-Holder-Office/dp/B08BZJY7R6Desk hooks you can use to hang anything under your desk https://www.amazon.com/Headphone-Headphones-Aluminum-Adhesive-Accessories/dp/B07331JDJQExample of a privacy shield with kangaroo pouch https://www.upliftdesk.com/modesty-panel-with-wire-management-by-uplift-desk/💰 Today's SponsorsRelay https://relayfi.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
27:2304/03/2024
191 Developing New Skills As An Accountant
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37:1001/03/2024
190 11 Ideas for Accounting Firm Newsletters
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32:1828/02/2024
189 Social Media - Post As Yourself or As Your Firm?
Logan's accountant-facing YouTube channel https://www.youtube.com/@taxtelegraf/videosLogan's normie-facing YouTube channel https://www.youtube.com/channel/UC_JBZ3nbTGjLaOU4HRt1-nQBrandon Hall's Twitter https://twitter.com/bhallcpa💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
38:5027/02/2024
188 The Skills Needed To Develop An Accounting Firm
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30:3526/02/2024
187 Why The World Needs More Accounting Influencers 🫠
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35:1123/02/2024
186 Why Regulatory Change Is An Opportunity for Accounting Firms
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33:3721/02/2024
185 How AI Agents Will Transform The Accounting Profession (this year)
Article about OpenAI developing agent software https://gizmodo.com/openai-wants-to-control-your-computer-1851240566The browser agent I mentioned HyperWrite https://www.hyperwriteai.com/Google Gemini 1.5 announcement https://x.com/JeffDean/status/1758146022726041615?s=20💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrRelay https://relayfi.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
33:5319/02/2024
184 What To Do When Apps Share Common Features
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37:3716/02/2024
183 Let's Specialize Your Accounting Firm
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33:5314/02/2024
182 Delivering Monthly Financials with an AI Assistant
Get the specifics of how the GPT was built here https://www.newsletter.jason.cpa/p/whats-next-accounting-issue-121And here's a recent video where we built a Custom GPT from scratch https://youtu.be/a0F6-P2nP-k?si=YsrskpJ-3S8ecOVg💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
32:4412/02/2024
181 Roasting Your Accounting Firm Social Media Accounts
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24:1009/02/2024
180 9 Ways To Increase Capacity In Your Accounting Firm
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35:4707/02/2024
179 A 12 Month Transition To Working ON Your Firm
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33:2905/02/2024
178 Should Accountants Work Their @$$ Off in Their Twenties?
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35:5102/02/2024
177 Selling Banking & Capital Services in an Accounting Firm
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28:1431/01/2024
176 7 Inconvenient Truths for Accounting Firms
The original Dickie Bush inconvenient truths thread https://x.com/dickiebush/status/1509510847680454659?s=20💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
28:3829/01/2024
175 Managing Key Person Risk in Accounting Firms
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43:4626/01/2024
174 Slow Vs Fast Marketing in Accounting Firms
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23:3624/01/2024
173 4 Questions Accounting Leaders Should Ask Themselves
Here's the companion video from the main channel https://youtu.be/VJ-IIGj6BMI💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
27:5721/01/2024
172 Should Accounting Firms Sell Courses?
Here's that niche ChatGPT convo: https://chat.openai.com/share/443e0653-06bc-4c4c-a2bd-ea7d3d845086💰 Today's SponsorsLiveFlow https://bit.ly/3tK7LlrCloud Accountant Staffing https://www.cloudaccountantstaffing.com/TeamUp https://www.hireteamup.com/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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