『Jason On Firms Podcast』のカバーアート

Jason On Firms Podcast

Jason On Firms Podcast

著者： Jason Staats
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 I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firmsMesa Media LLC マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
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  • 485 The 6 Small Business Traps that Accounting Firms Fall Into

    485 The 6 Small Business Traps that Accounting Firms Fall Into
    2025/07/21

    Some of the resources I mentioned:
    My app recommendation database https://jasononfirms.com/apps
    My service library templates https://jasononfirms.com/service-library
    My 1040 workflow breakdown https://jasononfirms.com/1040
    My AI prompts for your meetings https://jasononfirms.com/meeting-prompts

    Here’s that automated time tracker Rize https://rize.io/
    To learn more about building offers check out Hormozi’s $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3

    📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
    https://jasononline.link/x3G

    💰 Today's Sponsors
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
    MakersHub https://makershub.ai/
    ClientHub https://www.clienthub.app/

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. 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!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa
    続きを読む 一部表示
    27 分
  • 484 Tax Prep For Accounting Firms - The Workflow Masterclass

    484 Tax Prep For Accounting Firms - The Workflow Masterclass
    2025/07/18

    📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
    https://jasononline.link/x3G

    💰 Today's Sponsors
    MakersHub https://makershub.ai/
    Verito https://verito.com/
    TeamUp https://www.hireteamup.com/jason
    Missive http://missiveapp.com/jason
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. 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!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa
    続きを読む 一部表示
    59 分
  • 483 Can AI Clone My Accounting Expertise?

    483 Can AI Clone My Accounting Expertise?
    2025/07/16

    Take my avatar for a spin here https://www.delphi.ai/jasonstaats
    And give Delphi a try at https://www.delphi.ai/

    📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F

    🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
    https://jasononline.link/x3G

    💰 Today's Sponsors
    MakersHub https://makershub.ai/
    Missive http://missiveapp.com/jason
    Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
    Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants

    Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. 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!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa
    続きを読む 一部表示
    29 分

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