Jason On Firms Podcast

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

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

11-22
31:09

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

11-20
46:35

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

11-18
25:09

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

11-15
24:24

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

11-13
30:37

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

11-11
30:53

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

11-08
37:43

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

11-07
31:28

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

11-06
22:42

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

11-05
34:50

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

11-04
22:24

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

11-01
41:54

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

10-31
31:25

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

10-30
32:11

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

10-29
22:52

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

10-28
29:45

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

10-25
27:49

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

10-24
39:03

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

10-22
36:28

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

10-21
13:18

Recommend Channels