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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
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    YouTube https://www.youtube.com/@jasoncpa
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    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
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    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
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    29 分
  • 482 How Accounting Firms Can Capitalize On Changing Legislation

    482 How Accounting Firms Can Capitalize On Changing Legislation
    2025/07/14

    The powerful request tool Content Snare https://contentsnare.com/
    Horomozi’s $100M Offers Book 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
    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
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    29 分
  • 481 Answering 14 Questions About Running Accounting Firms

    481 Answering 14 Questions About Running Accounting Firms
    2025/07/11

    Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything
    The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG
    Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats
    My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9

    📌 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
    TeamUp https://www.hireteamup.com/jason
    Missive http://missiveapp.com/jason
    MakersHub https://makershub.ai/
    Verito https://verito.com/

    🗣️ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa
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    46 分
  • 480 13 Brutal Truths to be a Better Accounting Firm Owner

    480 13 Brutal Truths to be a Better Accounting Firm Owner
    2025/07/09

    📌 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
    ClientHub https://www.clienthub.app/
    TeamUp https://www.hireteamup.com/jason
    Verito https://verito.com/
    Missive http://missiveapp.com/jason

    🗣️ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa
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    38 分
  • 479 9 Ingredients to Effective Change Management in Accounting Firms

    479 9 Ingredients to Effective Change Management in Accounting Firms
    2025/07/07

    📌 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
    ClientHub https://www.clienthub.app/
    MakersHub https://makershub.ai/
    Verito https://verito.com/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

    🗣️ Continue the discussion on social!
    Twitter https://twitter.com/JStaatsCPA
    LinkedIn https://www.linkedin.com/in/jstaats/
    YouTube https://www.youtube.com/@jasoncpa
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    30 分
  • 478 An AI Security Primer for Accounting Firms

    478 An AI Security Primer for Accounting Firms
    2025/07/04

    📌 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
    ClientHub https://www.clienthub.app/
    Verito https://verito.com/
    MakersHub https://makershub.ai/
    Financial Cents https://hubs.li/Q02P4Fz40

    Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10

    🗣️ 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
    40 分