Jason On Firms Podcast all Episodes with AI Transcript

071 How To Take A Break From Your Accounting Firm

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34:0807/07/2023

070 Should Accounting Firms Send Generic Engagement Letters?

💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/Client Hub https://clienthub.app/Xero Roadshow https://www.xero.com/us/events/roadshow/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

28:5206/07/2023

069 How Accounting Firms Collaborate With Other Firms

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29:0705/07/2023

068 What’s A Modern Accounting Firm In 2023?

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26:4703/07/2023

067 Should Accountants Put Themselves Or Their Clients First?

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37:1230/06/2023

066 Someone Just Bolted ChatGPT To An Accounting Ledger

Overview of Digits release https://twitter.com/JStaatsCPA/status/1671926140708040704?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Firm360 https://www.myfirm360.com/https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

33:3527/06/2023

065 A Better Way To Fire Clients In Your Accounting Firm

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34:5726/06/2023

064 Email Inbox Management for Accounting Firms

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36:5623/06/2023

063 Build An Accounting Firm Around What You Love

CPA Advisory Show podcast https://podcasts.apple.com/us/podcast/the-cpa-advisory-show/id1627272813💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://darkhorse.cpa/careers/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

32:2522/06/2023

062 Should We Wait For AI To Buy New Software?

💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://darkhorse.cpa/careers/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

25:5521/06/2023

061 When To Start Your Own Accounting Firm

💰Today's SponsorsCopilot https://www.copilot.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse CPAs https://abetterway.cpa/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

35:5220/06/2023

060 How To Become The Luckiest Accountant

Interview with the author of The Luck Factor https://www.youtube.com/watch?v=w6gY8EouXzE💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

28:1219/06/2023

059 What If AI Does Automate Bookkeeping?

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36:2216/06/2023

058 The Case For Recording Your Meetings

Fathom https://fathom.video/Fireflies https://fireflies.ai/💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

31:5015/06/2023

057 How To Pick Your Accounting Firm Practice Management System

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42:2414/06/2023

056 Is It Too Early For Accounting Firms To Jump On ChatGPT?

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35:2813/06/2023

055 Accountants Selling Software To Accountants

Kitchen Table Automations https://kitchentableautomations.thinkific.com/Audit Miner https://auditminer.com/TaxPlanIQ https://taxplaniq.com/FinDaily https://findaily.io/ScanStraight https://scanstraight.com/Minecraft Voyager paper https://arxiv.org/pdf/2305.16291.pdfJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

35:0712/06/2023

054 The Path To Fully Automated Bookkeeping

AI accounting ledger writeup https://www.linkedin.com/pulse/your-accounting-ledger-ai-jason-staats-cpaAI practice management system writeup https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

34:1609/06/2023

053 Should Accounting Firms Run New Hire Trial Days?

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32:0908/06/2023

052 What Will Accounting Grads Do Post AI?

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34:5907/06/2023

051 Change Management in Accounting Firms

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34:3706/06/2023

050 Should You Speak At An Accounting Conference?

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29:5605/06/2023

049 What We’ll Do After AI Automates Accounting

GPT-4 tax prep video https://youtu.be/hjw45TDROUsOpenAI governance post https://openai.com/blog/governance-of-superintelligence💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

36:1002/06/2023

048 Delivering Financials & Tax Returns Over Video

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39:4201/06/2023

047 How To Build An Accounting Firm To Sell

Patrick Dichter Firm Acquisition Guy https://twitter.com/patrickdichter💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

42:5931/05/2023

046 Loyalty in Accounting Firms

Sunday’s video about leaving firm https://youtu.be/6TbzxYZMZFw💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

32:2930/05/2023

045 People Unfit To Run Accounting Firms

Abir’s Video https://twitter.com/Cranky_CPA/status/1661729723725103104?s=20The Emyth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1LGWN2NJ80YJM&keywords=the+emyth&qid=1685229311&sprefix=the+emyt%2Caps%2C171&sr=8-1Entrepreneur v Manager v Technician https://nozeyparkers.co.uk/wp-content/uploads/2016/09/Emyth-Personalities.jpgRedditor gives ChatGPT control of his local file system https://www.reddit.com/r/ChatGPT/comments/13k80x9/just_created_a_mad_plugin_for_chatgpt_to_give_it/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

38:4229/05/2023

044 PTO In Accounting Firms

Alicyn’s PTO Tweet https://twitter.com/AtlantaTax/status/1661449734064689154?s=20Jason’s newsletter https://www.newsletter.jason.cpa/Chain-of-thought prompt to swipe: https://jstaats.notion.site/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

39:2726/05/2023

043 AI Aced Every Accounting Certification

AccountingToday GPT-4 CPA Exam article https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passesNew CPA exam study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4452175Chain-of-thought prompting study https://arxiv.org/pdf/2201.11903.pdfA fantastic talk about the risks of AI (s/o to Hector Garcia for this one, not Jacob) https://www.youtube.com/watch?v=LWiM-LuRe6wDigits Finance AI https://digits.com/ai/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

35:2025/05/2023

042 How Much Money Should A First Year Accounting Firm Make?

John Rea’s thread about dangers of niching https://twitter.com/johnrea88/status/1660670837219893248?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

41:0124/05/2023

041 Getting Your Accounting Firm Off Timesheets

Legacy accountant user manual https://twitter.com/JStaatsCPA/status/1276555508980293638?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

41:2423/05/2023

040 Do Accounting Firms Need Reporting Apps?

Syft https://www.syftanalytics.com/Fathom https://www.fathomhq.com/Reach Reporting https://reachreporting.com/LiveFlow https://liveflow.io/G-Accon https://www.accon.services/Genius Sheets https://www.geniussheets.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

38:4922/05/2023

039 ChatGPT Plugins For Accountants

ChatGPT Plugins https://openai.com/blog/chatgpt-pluginsChatGPT Zapier Plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/Langdock for building your own Plugin https://www.langdock.com/AI regulation hearings supercut https://twitter.com/mreflow/status/1658699524137971714?s=20iOS voice cloning https://www.pcmag.com/news/voice-cloning-tech-iphone-ipad-help-those-with-disabilities-speak💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

40:1619/05/2023

038 Let’s Talk About Accounting Firm Websites

More info about ChatGPT plugins https://openai.com/blog/chatgpt-pluginsChatGPT’s Zapier plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

34:5418/05/2023

037 The Impact of AI on Remote Accounting Work

Blog posts for SEO discussion (Nathan’s Q) https://youtu.be/xy9eYqSt2F8The original context discussion (Alison’s Q) https://youtu.be/KQSbLnTqbBQAI agent episode (Herman’s Q) https://youtu.be/rDhYrgm-tJ0Canopy’s Partner Connect announcement https://www.getcanopy.com/blog/canopy-partner-connect💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

40:5317/05/2023

036 This Is Why Your Email Sucks

Parsio https://parsio.io/💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

34:4916/05/2023

035 How Will People Find My Firm When SEO Is Dead?

Google’s new search experience https://blog.google/products/search/generative-ai-search/Anthropic’s Claude model update https://www.anthropic.com/index/100k-context-windows💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

41:0315/05/2023

034 Can AI Pass the CPA Exam?

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25:0812/05/2023

033 Another Week - Another Great AI Announcement for Accountants

AutoGPT Explained https://en.wikipedia.org/wiki/Auto-GPTMicrosoft Jarvis https://github.com/microsoft/JARVISPixie Announcement https://www.linkedin.com/posts/celsopinto_ai-pixie-copilot-activity-7059806361345216512-KafW?utm_source=share&utm_medium=member_desktopPast OCR Episode https://youtu.be/7VKRxhZOfo0Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

27:3511/05/2023

032 What Does Post-AI Accounting Look Like?

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42:0510/05/2023

031 Optimizing An Accounting Firm For Fun

The E-Myth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1MHFBO2ET9OQB&keywords=e-myth&qid=1683569503&sprefix=e-my%2Caps%2C216&sr=8-1Traction https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1683569521&sr=8-1Visionary vs integrator assessment https://blastoff.rocketfuelnow.com/quiz/crystallizer-quiz.phpRocket Fuel https://www.amazon.com/Rocket-Fuel-audiobook/dp/B012HJOBRY/ref=sr_1_1?crid=3FTOS2HNKUYPC&keywords=rocket+fuel&qid=1683569537&sprefix=rocket+fue%2Caps%2C170&sr=8-1Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

26:5009/05/2023

030 Design The Robot Assistant OF YOUR DREAMS

Nayo’s original tweet https://twitter.com/NayoCarterGray/status/1650306263626989568?s=20Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

35:2808/05/2023

029 The Deepfake Accountant

Interview with deepfake Tom Cruise guy https://www.youtube.com/watch?v=jnNQEiPs5r0Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

31:3105/05/2023

028 Discussing Karbon's New AI Launch

Karbon’s AI feature page https://karbonhq.com/feature/ai/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

30:2704/05/2023

027 Life AFTER Running A Firm

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39:4603/05/2023

026 New Revenue Streams for Accounting Firms

Niche Firm Roast https://youtu.be/TBjkrAmafykMiss Excel on TikTok https://www.tiktok.com/@miss.excelThinkific https://www.thinkific.com/Justin Welsh’s courses https://www.justinwelsh.me/the-content-osAli Abdaal part-time Youtube academy https://academy.aliabdaal.com/Sam Parr’s Hampton community https://joinhampton.com/Jay Clouse’s The Lab https://join.creatorscience.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

30:4802/05/2023

025 The Secret Tech Behind The AI Movement

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31:2901/05/2023

024 Hiring That Works For You

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21:0528/04/2023

023 The Best Personal Growth Hack For Firm-Runners

TaxTwitter https://twitter.com/search?q=%23taxtwitter&src=typed_query&f=live/r/taxpros https://www.reddit.com/r/taxprosTax Pro Discord taxprosdiscord.comFuture Firm Accelerate https://futurefirmaccelerate.comRenew Group https://www.renewgroup.comThriveal https://thriveal.com/communityRoundtable Labshttps://www.roundtablelab.comJason’s Realize Community http://rlz.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa

34:1227/04/2023

022 Big Four Thoughts And More!

HectorBot https://myaskai.com/share-ask-ai?i=NpvuvUxCSGx1ClzaeRLdlLCAgg5Ykj&n=HectorBot-(Expert-in-QuickBooks-Desktop)The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube

31:5326/04/2023