255 episodes

Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.

Jason Daily Jason Staats

    • Business
    • 4.8 • 28 Ratings

Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.

    255 Should This Firm’s Site Have A Pricing Calculator?

    255 Should This Firm’s Site Have A Pricing Calculator?

    Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
    💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/T Squared https://tsquared.it/
    🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    • 32 min
    254 The Doc Mgmt Services We’re Giving Away FOR FREE

    254 The Doc Mgmt Services We’re Giving Away FOR FREE

    💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/
    🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    • 30 min
    253 Should Your Firm Do Something New? Or More Of The Same?

    253 Should Your Firm Do Something New? Or More Of The Same?

    💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/
    🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    • 39 min
    252 Running A Firm AND Staying Married!

    252 Running A Firm AND Staying Married!

    Find Michael on Twitter here https://twitter.com/MichaelMeihaus
    Here’s the full original text of Michael’s approach:
    Coming up on 9 years married myself, 1 kid and 1 on the way. I had a few busy seasons like this prior to leaving to start my own firm. Not an expert at parenting, marriage or owning a firm so these are just my own thoughts/things I've tried. 😂
    ”First and foremost, discuss expectations:1) How many hours/nights/weekends do you think is sustainable to work? Come with a number and ask her insight or perspective.2) Discuss distribution of household responsibilities. There’s research out there that couples mutually agreeing on who is responsible for what is more important than perfectly fair 50/50 distribution.3) Discuss expectations of family time, and couple time during the period. How many dates, family outings, dinners, etc. to stay connected.4) Discuss how you will course correct when things get off track. Accountability from another firm owner, friend, mentor?5) Write everything down and track your metrics from above during busy season.
    Look at the Business:1) Look honestly at your client list now that you have an hours per week figure in mind.2) Give your business the Realize special: Raise prices, fire clients, hire more help, or do all three. If you’re understaffed proportional to the work you need to do, nothing else will be able to prevent a repeat of the last busy season.
    Other ideasBuy back your/your wife’s time (we have these all except for the chef. I’m the chef). Without the chef it is about $5,000 a year for us and probably saves us 50+ hours a month.-Twice a month house cleaner-Twice a month yard guy-Pest control-Instacart-Doordash-Home Chef: I have heard of people paying for someone to come once a week to cook meals for the week. They said it was about $150-200 a week.-If your wife is the primary caregiver for the kids, consider part time nanny during the week, if she works, consider additional help during the late evening or early morning when you’re working, or on the weekends.”
    💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrForwardly http://forwardly.com/TeamUp https://www.hireteamup.com/
    🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    • 36 min
    251 How to double down on your best clients

    251 How to double down on your best clients

    💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTech Guru https://www.techguruit.com/Forwardly http://forwardly.com/
    🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    • 31 min
    250 This Solo Firm Is Running $140k In 3 Days Per Week

    250 This Solo Firm Is Running $140k In 3 Days Per Week

    Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
    💰 Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.comLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Forwardly http://forwardly.com/
    🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    • 25 min

Customer Reviews

4.8 out of 5
28 Ratings

28 Ratings

4wheelingrl72 ,

Addicted

Real, raw insights in being an accountant. Wonderful and helpful information to resolve issues and provide a new perspective. I’ve been looking for a podcast like this and so glad I’ve found it!

Mrbyrd87 ,

Great Information - aspiring firm owner here

You are providing awesome information! Thanks for giving your honest reviews of the latest tech and processes.

happylearning512 ,

Great content

Very excited about this podcast. Thank you for sharing your experiences. Since finding your content and community, I’m inspired and have hope and excitement for the future

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