Accounting Firm Coach: Office Hours

Jason Staats
  • 4.7 (76)
  • Entrepreneurship
  • Updated Daily

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

  1. 16h ago ·  Video

    655 New: The Local AI Accountants Have Been Waiting For [Now available!]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down Perplexity’s local AI capabilities and whether accounting firms should trust AI running entirely on their computers. Then I share Halloween costume ideas for accountants, explore whether it’s time to start cloning accounting software with AI, and explain why space accounting could be a massive niche opportunity. In 📬 Mailbag, I cover how to charge for midyear bookkeeping catch-up, building an email list that actually converts, developing future firm leaders, choosing between Intuit Link and other tax workflow tools, and whether buying leads is worth it. // Chapters:01:35 - The All-In-One Local AI!13:34 - 11 Halloween Costumes for Accountants19:04 - Time To Start Cloning Accounting Apps?29:23 - $21B Went Into This Niche In Q3 Alone!34:43 - How To Charge For Catch-Up?38:43 - Worth Building an Email List?44:08 - How To Develop Leaders47:47 - Is Intuit Link Good Enough?50:47 - Worth Buying Leads?53:27 - Because We Love Them! 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/Tax Bandits: https://www.taxbandits.com/Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    655 New: The Local AI Accountants Have Been Waiting For [Now available!]

  2. 4d ago ·  Video

    654 My Clients Don’t Have Enough Money! Help! [What to do when clients are short on cash]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I talk about whether independently owned convenience stores make a profitable accounting niche, share how one firm built a specialized practice serving disaster restoration companies, and tackle the growing frustration of clients using AI to challenge their accountants and attorneys. Plus, in 🤖 You Need This Tech, I share a battery management solution every parent needs, highlight accounting professionals looking for their next opportunity, and answer 📬 Mailbag questions about marketing bookkeeping services, finding and retaining talent, and whether free QuickBooks alternatives are worth considering. // Chapters:02:15 - Convenience Store Niche?15:39 - This Firm Built A Disaster Restoration Niche19:49 - Normies Vent About AI Being Better Than Professionals32:18 - You Need This Battery Tech!37:43 - Folks You Should Hire39:33 - How to Market Bookkeeping Without Calling It Bookkeeping43:28 - Finding and Retaining Talent?48:37 - Free QuickBooks Alternative?54:27 - We Love Them 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 📌 A link to Nikole Mackenzie’s niche story https://www.linkedin.com/pulse/messy-middle-what-one-tells-you-niching-nikole-mackenzie-qvcoe/🔋 Here’s that battery charger you need https://www.amazon.com/dp/B0DSL7VZBP?lv=shuf&channelId=500&plpRedirect=mhFallback 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonKick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesTaxBandits: https://www.taxbandits.com/ 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

  3. Oct 20 ·  Video

    653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down the three biggest priorities accounting firm owners need to tackle before year-end, including tech transitions, hiring, client renewals, and getting ahead of January production. Then, in 🏹 Firm Hunters, we look at a $1.4 million accounting firm with an unbelievable 87% of revenue going to the owner. I also introduce a new segment called 👿 Mean Bag to tackle whether AI is about to get dramatically more expensive, rethink the all-in-one versus best-of-breed software debate in 🤓 Nerd Corner, and answer 📬 Mailbag questions about accounting ledgers, getting clients to sign proposals, AI agents, and keeping client data secure. // Chapters:01:32 - Do This By November 111:06 - Do This By December 120:44 - Do This By January 122:49 - This $1.4M/yr Firm Is Running An 87% Margin!?28:38 - Is AI About To Get Expensive?34:03 - Is All-in-One A Mirage?42:38 - Double vs New AI Ledgers45:38 - Simplify That Proposal!47:28 - Create An AI Agent User?49:12 - Claude MAX Plan Made Secure?52:07 - Lester Returns 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 📌 Here’s that $1.4M/yr firm https://privatepracticetransitions.com/business-listing/1265-established-cas-practice-with-strong-growth/ 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/Realize: https://www.rlz.io/Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/ 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

  4. Oct 16 ·  Video

    652 These Industries Are BEGGING For Better Accounting Firms [The greatest opportunities in the accounting profession today]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I explore how to build a niche accounting firm by tapping into industry-specific communities and partnerships. In 🤓 Nerd Corner, I cover eight major tech updates from Canopy, Financial Cents, Digits, Karbon, Gusto, Double, Kik, and RightTool. Then, in the 📬 Mailbag, I tackle delegating more work to admins, construction accounting software, Microsoft Copilot, tax workflow tools, lead tracking, and building a remote accounting firm. // Chapters:00:00 - These Industries Need YOU15:14 - 8 Tech Updates29:19 - Push This Work to Admins33:44 - Construction Accounting Software?36:09 - Microsoft AI Use-Cases37:59 - Don’t Buy This Tax Workflow Software42:54 - Lead Tracking App44:53 - Transitioning A Firm To Remote Work51:31 - We Love Them 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonTaxBandits: https://www.taxbandits.com/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesRealize: https://www.rlz.io/ 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

  5. Oct 13 ·  Video

    651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down two surprisingly profitable accounting firms for sale, including one generating over $1.6 million with just two people, and explain why outsourcing and offshoring can create very different business models. In 💾 You Need This Tech, I share a $400 artificial skylight designed to bring natural-looking light into your office. Then, in 🤓 Nerd Corner, I challenge some of the guidance around AI and taxpayer data presented at an IRS National Tax Forum session. Finally, I answer 📬 Mailbag questions about Double as a practice management tool, seller financing when buying a firm, AI for nonprofit accounting, software security, Grok, and why heavily funded tax AI startups aren’t on my app recommendations list. 📌 The skylight https://www.amazon.com/PHILIPS-Skylight-Ceiling-NatureConnect-inches/dp/B0HDTPRNSD?sr=8-1💲 The tax firm that’s for sale https://privatepracticetransitions.com/business-listing/1262-established-virtual-tax-practice/🧾 And the CAS firm that sold https://poegroupadvisors.com/practice/cp2024/ // Chapters:00:00 - A 2-Person $1.6M Firm11:32 - A 60% Margin CAS Firm21:52 - You Need This Tech26:05 - Bad AI Advice From The IRS36:56 - Double As A PM?40:04 - Up-Front Cash?44:16 - AI For Fund Accounting47:35 - How To Know if an App Is Secure?49:21 - Firms Using Grok!?52:53 - BlackOre Basis and Accrual 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

  6. Oct 9 ·  Video

    650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down a new AI accounting study suggesting that leading models can outperform human accountants, and explain what that actually means for our firms. I share why public booking links are a bad idea, explore Claude’s faster AI models and new ChatGPT features, and explain why AI won’t fix bad business decisions. Then I highlight accountants available for hire and answer questions about selling a firm to private equity, why I dropped Xero from my recommendations, and whether standalone receipt management software still makes sense. 📌 Here’s that AI vs accountants study https://www.mercor.com/blog/human-baselines-for-benchmarks-ai-now-outperforms-junior-accountants/ // Chapters:00:00 - The End Is Near13:45 - Bad Booking Links17:35 - This AI Model is FAST24:20 - Hormozi Pops The Balloon26:20 - ChatGPT Updates31:45 - Accountants For Hire34:25 - Sell His Firm to PE?42:45 - I Dropped Xero47:55 - New Receipt Tech? 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

  7. Oct 6

    649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down whether you can build a bookkeeping firm without QuickBooks or Xero, and why specializing around a painful industry-specific accounting system may be a much bigger opportunity than simply choosing a newer ledger. I also look at Meta’s upcoming VR glasses, debate separating technical production from client relationship management, dissect a supposedly self-sufficient $1.2 million accounting firm for sale, empty out September’s Swear Jar, and answer Mailbag questions about sponsorships, advisory positioning, buying versus building a firm, AI-powered email management, and tax research tools. 📌 Here’s that firm we talked about https://poegroupadvisors.com/practice/va2036/ // Chapters:01:54 - Building a Bookkeeping Firm Without QuickBooks or Xero11:20 - The Industry Ledger Opportunity17:05 - Meta VR Glasses: Goodbye, Monitors?23:25 - Technical Hire or Relationship Manager?26:49 - Planning for When Someone Leaves31:58 - A CPA Firm Run in 30 Owner Hours a Year33:46 - What You're Really Buying38:05 - The September Swear Jar42:41 - How Sponsors Work at Accounting Firm Coach45:01 - What's Wrong With the Word "Advisor"48:07 - Buy a Firm or Grow Organically?50:55 - Admin vs AI for Email Management57:00 - CoCounsel vs. Claude, ChatGPT or Blue J 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

  8. Oct 2

    648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down how I’d approach a potential $540,000 client opportunity without simply discounting services, share a three-step system for eliminating reactive client status check-ins, and look at the latest AI models from Claude and ChatGPT for accounting firm work. Then I hit the 📫 Mailbag to talk three-tier pricing, niche positioning, getting an overwhelmed firm back under control, connecting Claude across multiple QuickBooks clients, AI security, and work-paper management. // Chapters:00:00 - Intro01:04 - A $540K Opportunity11:20 - A $243M Opportunity18:58 - A System for Client Updates27:06 - The Worst Thing A Client Can Feel29:16 - A New AI Model in Claude35:16 - New Models in ChatGPT38:43 - 3-Tier Fails41:43 - Fully-Automated Micro Bookkeeping44:29 - What To Do When You Don’t Know What To Do47:23 - Connecting Claude to Multiple QuickBooks Files50:41 - Struggling To Capitalize On AI53:16 - Workpaper Management for Small Firms54:54 - Closing Thoughts 📞 Leave me a voicemail at +1 (516) 980-4968!📧 Email me! jason@jasononfirms.com 💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes 🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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4.7
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76 Ratings

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

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