Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
10
569 The Three Best Desk Upgrades for Accountants
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T<br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T</p><p>🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag</p><p>In this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig in...
568 How Smart Accounting Firms Attract Better Clients
<p>🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://jasononline.link/CKatie<br>🧰 Swipe my FREE app recommendations for accounting firms: https://jasononline.link/AKatie</p><p>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.</p><p>📌 Check out Katie's company! https://leaders-online.com/</p><p>In this episode, I sit down with accounting firm marketing guru Katie Thomas to...
567 This Accounting Firm Is OVER CAPACITY
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C572T<br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A572T</p><p>🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag</p><p>In this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just better work. We walk through why capacity problems are usually pricing and positioning problems, not tech or hiring problems, and how to start becoming sele...
566 A Masterclass In Accounting Firm Proposals
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T<br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T</p><p>☎️ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually r...
565 The One Sentence That Lands Better Clients
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T<br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T</p><p>☎️ Leave me a voicemail at (1)516-980-4968!</p><p>📩 My newsletter! https://jasononline.link/N570T</p><p>In this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a commodity, and walk through how messaging helps y...
564 Great Accounting Firm “Workflow”, Defined
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T<br>📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T</p><p>☎️ Leave me a voicemail at (1)516-980-4968!</p><p>📚 Here’s that service library resource: https://jasononline.link/SL569T</p><p>In this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out...
563 Profitable 1099 Work! A Guide for Accounting Firms
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T<br>📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T</p><p>☎️ Leave me a voicemail at (1)516-980-4968!</p><p><br>In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 109...
562 Accounting Firms: Your New Year’s Manifesto
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T<br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T</p><p>☎️ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like to get back into work that actually energizes you, and why most of the “scary” decisions firm owners face are far less risky than they feel.</p><p>🗣️ Continue...
561 He Built the AI That Runs Your Accounting Firm
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301 <br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301 </p><p>☎️ Leave me a voicemail at (1)516-980-4968! </p><p>In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valua...
560 TIME Management Advice for Accounting Firms
<p>🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T<br>📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T</p><p>☎️ Leave me a voicemail at (1)516-980-4968!</p><p><br>In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication, and using the inbox as a signal for what still hasn’t been delegat...
