Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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547 Is Offshoring RUINING Small Accounting Firms?
<p>๐ Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z<br>๐ Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h</p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build onshore and offshore teams in a healthier way, and what work...
546 Is Your Accounting Firm Selling the Wrong Thing?
<p>๐ If you want real conversations with people running real firms, join me at an upcoming event and reserve your spot: https://jason.link/w0f<br>๐ Grow alongside a community that actually shares what works. Join more than 600 firm owners inside my private group: https://jason.link/4lq</p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I break down why clients buy the lowest tier but still expect the highest level of access, and what firms can do about it. I explain how to scope not just the work, but the delivery of the work...
545 The Secret To Accounting Firm Delegation (Keynote)
<p>๐ Come meet me in person. Iโm hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T <br>๐ Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T </p><p>Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025 </p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968! </p><p>In this episode, I share a keynote on building a firm-wide habit of delegation so you can push work down th...
544 Are Accounting Firms Sleeping On This AI App?
<p>Want that in-person spark that only happens when firm owners get in the same room?<br>๐ Come join me live at an upcoming event: https://jasononline.link/LE552T<br>๐ Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T</p><p>๐ Learn more about NotebookLM here https://notebooklm.google/</p><p>๐๏ธ This is the audio overview (podcast) prompt I used:<br>"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Fir...
543 Real Talk About the State Of Accounting Firm AI
<p>๐ Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T<br>๐ Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T</p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why itโs better to learn from peers than from vendor demos, how both juniors and seniors...
542 My New Favorite Referral Strategy for Accounting Firms
<p>๐ Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T <br>๐ Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T </p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968! </p><p>In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. Youโll learn why specializing attracts better referrals, how to communicate what you want to work on next, and...
541 10 Commandments of Accounting Firms
<p>๐ Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C <br>๐ฉ Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP</p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968! </p><p>ย In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go of the ones holding you back, and focus on profit instead of constant gr...
540 First Impressions: GPT-5.1 For Accounting Firms
<p> ๐ Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https://jason.link/g73 <br>๐ Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https://jason.link/c9j </p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968! </p><p>In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools, why AI first apps are pulling ahead of older plat...
539 The $1,000/hr Accounting Service No One Talks About
<p>๐ Iโll be hosting live firm events around the country this fall. See where Iโm headed: https://jason.link/32s <br>๐ก Learn whatโs working right now from 600+ firm owners inside the private community: https://jason.link/qr7 </p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. Youโll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying t...
538 Coaching 6 Accounting Firms in 47 Minutes
<p>๐ Iโm hitting the road to host live events for firm owners ready to connect, learn, and share whatโs working. Reserve your seat: https://jason.link/vgm<br>๐ Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/o00</p><p>โ๏ธ Leave me a voicemail at (1)516-980-4968!</p><p>In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. Youโll learn why referrals alone hold you back, how to pick workflow tools that actually save time, and how to build tiered pro...
