Jason On Firms Podcast

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

  1. 18 HR AGO

    587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.com In this episode, I break down how accounting firms can better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookkeeping and tax firms typically evolve their workflow systems over time and why proactive communication with clients can prevent status-check chaos. I also roast cleanup bookkeeping as a business model, explain why it is often the worst work to take on, and share better ways to scope and price it. The episode wraps with a mailbag covering firm growth breakpoints, niching into small solopreneurs, hiring trial day tests, and practical video production tips. 📄 Here’s a link to some of those example docs https://drive.google.com/drive/folders/1bVm4_PMNm7aE6l7HC1WZqyB4Ti2jEdXZ?usp=sharing 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's SponsorsSoraban: https://www.soraban.com/TeamUp: https://www.hireteamup.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 2m

  2. 4 DAYS AGO

    586 First Impressions: Claude Cowork for Accounting Firms [Is this the most powerful AI agent for accountants?]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.com In this episode, I break down what AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and tax experiments that changed my perspective. I cover what is possible today, where the security boundaries still are, and why the pace of change matters. Then I run through a Niche of the Week on high end custom jewelry designers and close with a mailbag on AI use cases, pricing tiers, starting a firm, and managing career decisions in an AI driven world. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's SponsorsSoraban: https://www.soraban.com/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 24m

  3. 23 FEB

    585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/ Verito: https://verito.com/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

    1h 10m

  4. 20 FEB

    584 Coaching 16 Accounting Firms on PRICING In 52 Minutes [Simple tricks to make the same work more profitable]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.com In this episode, I share the best questions I got during my live events in DC and Seattle.  explain how I approach 3-tier proposals by customizing scope for each client and structuring tiers around delivery and access. I share how to roll it out at renewal, test it with a small group first, use urgency and scarcity to guide premium choices, define advisory clearly, reveal pricing without publishing a minimum, and handle scope changes without giving work away for free. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's SponsorsSoraban: https://www.soraban.com/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    52 min

  5. 19 FEB

    583 He Sold His Accounting Firm To His Son (And It Actually Worked)

    🚀 Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps 🧰 Swipe my FREE app recommendations for accounting firms: https://rlz.io/ ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a +700 firm private community that’s shaping the future of small-firm ownership for the better. In this episode, I sit down with Mike and Ross Libbey, a father-son duo who somehow pulled off one of the smoothest accounting firm successions I’ve ever seen. We break down how they kept work and family from turning into a constant power struggle, what boundaries actually matter, and how trust gets built over time. We also get into what it looks like when the next generation wants a modern firm, how the buyout process worked, and how they navigated difficult pricing and tech decisions where other generational firms get stuck. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

    40 min

  6. 18 FEB

    582 10 Accounting Firm HIRING Traps [These are the mistakes I made]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.com In this episode, I break down the 10 biggest hiring mistakes I made running an accounting firm, including how my thinking changed around trial days, offshore hiring, admin roles, delegation structure, and paying for talent. Then I help a non-accountant who just bought a legacy firm build a practical tech stack, focusing on quick wins like 1040 intake automation and month-end close tools before attempting a practice management overhaul. We close with an AI-heavy mailbag on Claude Cowork, OpenClaw, the future of AI agents, and why most firms still shouldn’t be using the newest tools with client data yet. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's SponsorsSoraban: https://www.soraban.com/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 9m

  7. 16 FEB

    581 Computer Monitors - An Accountant’s Guide [The most important tech purchase accountants will make]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.com In this episode, I break down why your monitor is probably the most important piece of tech in your accounting firm, and I walk through the 10 biggest factors that actually matter when buying one in 2026. Then I roast a “$15M firm” submission and dig into what’s really holding them back: hourly billing chaos, outdated Thomson Reuters workflows, weak staffing structure, and a tech stack that’s stuck in the past. We close with a mailbag that covers what pages matter on a bookkeeping website, proposal tools, managing complex client groups in PM, bonus structures, and how to start a side hustle firm while still employed. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's SponsorsSoraban: https://www.soraban.com/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 7m

  8. 13 FEB

    580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind “all-in-one vs best-of-breed” in accounting firm tech. We talk through what a practice management system should actually own, why most firms really buy PM for visibility and peace of mind, and where workflow is headed next, especially around month-end close. We also get into how Financial Cents decides what to build vs integrate, why client experience and portal consolidation matters, and where AI belongs inside practice management versus point solutions. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 💰 Today's SponsorsFinancial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: http://missiveapp.com/jasonVerito: https://verito.com/TeamUp: https://www.hireteamup.com/ 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    45 min
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About

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

Information

  • Creator
    Jason Staats
  • Years Active
    2023 - 2026
  • Episodes
    587
  • Rating
    Clean
  • Copyright
    © Mesa Media LLC
  • Show Website
    Jason On Firms Podcast

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