Jason On Firms Podcast

Jason Staats
  • 4.7 (64)
  • ENTREPRENEURSHIP
  • UPDATED DAILY

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

  1. 12H AGO

    580 Should Accountants Buy All-In-One Software?

    🚀 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

  2. 2D AGO

    579 How 593 Accounting Firms Are Actively Using AI

    🚀 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 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale.☎️ Leave me a voicemail at (1)516-980-4968! 📝 Grab your own copy of the state of AI report here https://karbonhq.com/resources/ebooks/state-of-ai-accounting-report-2026/ In this episode, I break down Karbon’s new AI report (nearly 600 firms across six continents) and what it reveals about how firms are actually using AI—plus what the data might be overstating. Then I explain why the real value is getting your team aligned, not just collecting more ideas. We close with a mailbag on cutting C/D clients, finding leads when launching a firm, handling client ownership when leaving a firm, and whether agentic AI can move data between apps. 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📧 Email me: jason@jasononfirms.com 💰 Today's Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/ Verito: https://verito.com/ MakersHub: https://makershub.ai/ 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 Missive: https://www.missiveapp.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

    1h 18m

  3. 4D AGO

    578 This DATA Proves The Value Of Your Accounting Firm

    🚀 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 break down six practical ways accounting firms can prove their value using real numbers, not just marketing claims. I share examples for both bookkeeping and tax firms, from time saved and FTE reduction to measurable tax savings. I also roast a fast-growing firm’s pricing and client mix, then wrap with a mailbag covering AI agencies, three-tier proposals, tech stack decisions, and fee increases. 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📧 Email me: jason@jasononfirms.com 💰 Today's SponsorsMercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Missive: https://missiveapp.com/jasonMakersHub: https://makershub.ai/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 11m

  4. FEB 6

    577 Why LinkedIn Doesn’t Work 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 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 break down what’s actually happening with LinkedIn right now and why so many accounting firms are seeing their impressions drop. I share the six biggest mistakes I see firms make on the platform, why going more specific is the real path forward, and how to use LinkedIn as a relationship and opportunity engine instead of a vanity-metrics trap. I also roast a real three-tier proposal that helped a firm land a client at a much higher profit level, then wrap with mailbag coaching on niching, tech choices, pricing, and building a firm that attracts better clients. 📹 Here’s the Katie Thomas video: https://www.youtube.com/watch?v=ytXl95rBoL4 💰 Today's Sponsors Mercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ Verito: https://verito.com/ Missive: missiveapp.com/jason MakersHub: https://makershub.ai/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

    1h 15m

  5. FEB 5

    576 The Tech Modern Accounting Firms Are Buying In 2026

    🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://rlz.io/ 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 break down the biggest changes in accounting firm technology over the last few years and what they mean for your firm today. We cover how practice management systems have evolved, where workflow automation is actually saving time, and why 1040 intake remains the biggest unlock in tax. I also walk through where AI is genuinely changing firm operations, where it's mostly noise, and how new ledgers, portals, and peer-driven recommendations are reshaping how firms choose their tech stack for the next 18 months. ⚒️ Tools mentioned in this podcast:Karbon - https://karbonhq.com/Canopy - https://www.getcanopy.com/TaxDome - https://taxdome.com/Financial Cents - https://financial-cents.com/ClientHub - https://www.clienthub.app/Thomson Reuters Practice CS - https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-csCCH Axcess Practice - https://www.wolterskluwer.com/en/solutions/cch-axcess/practiceXCM - https://www.wolterskluwer.com/en/solutions/xcm-solutionsQuickBooks Online - https://quickbooks.intuit.com/global/oa/online-accounting-software-for-small-business/Xero - https://www.xero.com/NetSuite - https://www.netsuite.com/portal/home.shtmlSage Intacct - https://www.sage.com/en-us/sage-business-cloud/intacct/Digits - https://digits.com/Kick - https://www.kick.co/Campfire - https://campfire.ai/Rillet - https://www.rillet.com/Keeper (now Double) - https://doublehq.com/FloQast - https://www.floqast.com/Aider (acquired by Karbon) - https://www.aider.ai/Soraban - https://www.soraban.com/Stanford Tax -

    24 min

  6. FEB 4

    575 Accounting Firm Referrals: The Complete Guide

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why referrals are both the most common way accounting firms grow and one of the fastest ways to end up with the wrong clients. I cover how referral leads actually behave, why being professionally invisible still hurts referral-only firms, and how to get more intentional by focusing on A-clients, specialist referral partners, and clearer website positioning, including a live walkthrough of what works and what doesn’t on a real firm’s site. 💰 Today's SponsorsMercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/MakersHub: https://makershub.ai/Missive: missiveapp.com/jasonVerito: https://verito.com/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 10m

  7. FEB 3

    574 The Best AI Apps for Accounting Firm Marketing!

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps In this episode, I sit down with Karen Reyburn to break down how accounting firms should actually be using AI for marketing. We walk through a practical framework that starts with research, then extraction, ideation, and finally writing, and why most firms get this backwards. Karen shares the AI tools her agency uses every day, how to research niches without overcommitting, and why AI should do the heavy lifting while humans stay responsible for voice, taste, and trust. 💻 Learn more about Karen: https://karenlreyburn.com/ And check out her AI marketing accelerator here! https://wearepf.com/ai 💰 Today's Sponsors Mercury: https://mercury.com/jasononfirms Verito: https://verito.com/ Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

    48 min

  8. FEB 2

    573 This Accounting Firm Tech Is Dying ☹️

    🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps In this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm. 📕 The book, The Legal Singularity: https://www.amazon.com/Legal-Singularity-Artificial-Intelligence-Radically/dp/1487529414💿 Download my IRS Hold Music album here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link 💰 Today's SponsorsMercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1h 4m
See All (580)

4.7
out of 5
64 Ratings

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
    580
  • Rating
    Clean
  • Copyright
    © Mesa Media LLC
  • Show Website
    Jason On Firms Podcast

You Might Also Like