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Jason On Firms Podcast: Daily Summaries Delivered
by Jason Staats
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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- 2 days ago59 min
644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I compress a full year of accounting tech updates into one deep dive to help firms lock in their software decisions before year-end. I break down what changed across accounting ledgers, practice management, month-end close, tax workflow, tax software, proposal tools, meeting assistants, and generalist AI, including which tools moved into my leader categories and which AI features are actually worth paying attention to. I also explain why MCPs, AI agents, and computer use are becoming the biggest trends in accounting tech, while making the case that firms should still build next year’s stack around proven software instead of unreleased promises.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - The 2026 Tech Update01:20 - Cutting Through AI Hype02:05 - The App Categories03:10 - Accounting Ledgers04:00 - New Ledger Leaders04:55 - QuickBooks Online Updates06:05 - Intuit Accountant Suite07:20 - Books Close08:10 - Digits Updates09:35 - Kik and MCP11:45 - Practice Management12:15 - The Four PM Leaders13:00 - Canopy Updates16:45 - Canopy Tax Workflow17:15 - TaxDome Updates19:20 - Financial Cents Updates20:30 - Karbon Updates23:50 - Month-End Close Automation24:10 - Double Updates26:20 - Ramp Stack28:50 - Tax Workflow29:00 - New Tax Workflow Leaders29:10 - TallyFor32:20 - Filed33:20 - Filed Pro Work35:05 - Stanford Tax35:35 - Soraban36:30 - Truss37:45 - Tax Software38:45 - ProConnect Updates39:15 - Drake Smart Extract40:15 - UltraTax Updates41:55 - Proposal Tools42:35 - Anchor Updates43:40 - Ignition Updates44:20 - Meeting Assistants44:50 - Ping45:45 - Abacore and Vinyl46:15 - Better Client Meetings49:40 - Generalist AI Assistants50:45 - Claude Updates52:00 - ChatGPT’s Comeback52:35 - Computer Use AI54:30 - AI Using Your Apps55:05 - Grokbot57:00 - What Actually Changed57:35 - Lock In Your Tech Stack58:50 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 5 days ago47 min
643 449 Accounting Firms That Are For Sale RIGHT NOW [The latest data about accounting firm valuations]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down what the current market for accounting firms is telling us about valuation, including which firms are commanding higher multiples, why size alone does not appear to drive value, and what makes virtual and niche firms more attractive to buyers. I also highlight a bizarre new office gadget, discuss how accounting firms should evaluate their IT support for the AI era, and answer 📫 Mailbag questions about AI readiness, acquisitions, three-tier proposals for simple services, and whether firms should grow organically or through acquisition.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats📄 Grab the firm listing data set here https://docs.google.com/spreadsheets/d/1HHxl5KGG-3zApXRbpok8Hkacvn4vE6D_/edit?usp=sharing&ouid=101670352005046800441&rtpof=true&sd=true🪑 Butt cushion https://www.xpolar-tech.com/pages/xpolar-c1🎙️ The podcast episode with video advice https://youtu.be/xBitNWRIQeg?si=iDxnhxIlVWrMFHi9// Chapters:00:00 - Accounting Firm Valuations01:40 - 449 Firms for Sale02:30 - Typical Firm Size03:25 - Fractional Acquisitions03:50 - Size vs. Multiple04:45 - CPA Credentials05:35 - Premium Firm Characteristics06:40 - Where Firms Are Listed07:15 - Private Firm Sales08:35 - Reasons for Sale09:05 - Time on Market11:55 - Valuation Outliers13:25 - Premium Firm Examples15:00 - Highly Profitable Firms15:55 - The Coolest Office Gadget16:05 - X Polar C117:05 - 8 Sleep Comparison18:00 - Remote Workforce Monitoring21:34 - 📫 Mailbag21:59 - Choosing an AI-Savvy IT Provider22:29 - ChatGPT and Claude23:19 - AI Due Diligence27:00 - Getting Started With Video27:19 - Make 100 Videos28:14 - Reduce Production Friction28:39 - Invest in Lighting29:04 - AI Video Editing29:29 - Video as a Competitive Advantage30:14 - Organic Growth vs. Acquisition30:49 - Acquisition Efficiencies31:24 - Firm Size and Valuation31:44 - Industry vs. Geography32:14 - Avoiding Capacity Problems32:49 - AI and Diversification33:49 - Work Yourself Out of the Firm34:09 - Three-Tier 1040 Proposals34:19 - Pricing Simple Services35:29 - Premium Delivery Tiers36:29 - Better Than Doing More37:04 - Scoping Availability37:44 - Bronze Client Economics38:04 - Opinionated Proposal Design40:34 - Firm360 and Intake41:19 - Choosing the Right Workflow43:04 - Practice Management Options43:39 - Acquiring a Small Client Book44:09 - Building a Side Hustle Firm44:49 - Seller-Financed Acquisitions45:14 - Finding A Clients45:54 - Acquisition as a Launchpad46:19 - Evolving Your Client List47:24 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 1 weeks ago1h 2m
642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down how accounting firms can make their sales and discovery process less painful by moving repetitive information upstream, introducing pricing earlier, setting better expectations, and using AI meeting transcripts to continuously improve the process. I also launch a new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - Fixing Your Sales Process01:50 - The Sales Process Problem02:47 - Stop Calling Everyone Tire Kickers07:57 - Move Information Upstream13:06 - Talk Price Earlier14:00 - Better Discovery Meetings17:30 - The Monthly Sales Review21:10 - 🫖 Hot Tea21:42 - Xero Backlash24:45 - Drake Smart Extract24:45 - Puzzle and Accrual26:50 - Carbon Updates28:28 - The App Ecosystem War32:42 - All-in-One vs. Best of Breed35:15 - Double Updates36:07 - Testing Instead38:37 - 📫 Mailbag39:00 - Remote Bank Access43:07 - Accounting File Management48:07 - Accountant Perfectionism53:16 - Practice Management for Big Firms55:37 - K-1 and 1099 Extraction57:29 - Building a Tax Advisory Practice01:03:16 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 1 weeks ago1h 0m
641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the biggest AI developments of the last two weeks and what they could mean for accounting firms, especially the shift toward AI that can actually operate a computer instead of simply chatting with you. I explain why computer-use AI could be especially powerful in accounting, where firms are constantly stitching together disconnected software, and why security and due diligence become even more important as AI agents gain more autonomy. I also go through 🔥 Roast My Tech Stack and answer to some of your questions in 📞 Accountant Support.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - The AGI Era01:20 - Artificial General Intelligence02:30 - Fable 5.104:45 - AI Benchmarks06:10 - GPT6 Astra07:55 - AI That Uses Your Computer09:25 - Automating Accounting Work10:40 - AI Inside Your Apps12:15 - What Do I Do With My Hands?13:05 - ChatGPT vs. Claude13:49 - AI Security Risks15:59 - Trusting AI Agents18:00 - Sandboxing AI19:45 - The Four-Monitor Accountant21:15 - Talking to Your Computer22:25 - Learning AI23:25 - AI Due Diligence25:35 - 🔥 Roast My Tech Stack26:25 - The 3.5-Person Firm27:54 - Practice Management28:44 - Month-End Close Automation32:24 - Drake Tax Hosting34:09 - Filed vs. GruntWorx34:49 - GoHighLevel35:24 - Document Management36:09 - Digits or Zero?36:29 - Upfront Pricing38:03 - Stop Building Software38:38 - AI and the Tech Stack40:44 - Submit Your Tech Stack40:59 - 📞 Accountant Support41:19 - Acquisition Fatigue43:14 - When to Acquire Firms43:59 - Starting With Small Acquisitions44:04 - Leaving Intuit45:19 - The Case for AI46:04 - Moving Beyond QuickBooks48:59 - Raising Your Prices49:44 - Migrating Existing Clients51:19 - Outsourcing Bookkeeping52:59 - Offshore Bookkeeping53:58 - AI Bookkeeping54:43 - Business Valuation Credentials55:38 - Building a Valuation Practice56:38 - Is an Accounting Degree Still Worth It?57:28 - Accounting Beyond Bookkeeping58:18 - AI Watermarks59:08 - Talking to Clients About AI01:00:14 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 2 weeks ago52 min
640 I Analyzed 5,000 Accounting Firm Sales - 9 Things To Know [We found some surprising trends]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I dig into data from 5,000 accounting firm listings to see what firms are actually selling for, what drives higher multiples, and which common M&A assumptions don’t hold up. I also break down medical spas as a potential accounting niche in 🐝 Niche of the Week and map out how I would enter that market. Then I answer to your questions in 📞 Accountant Support.📄 Grab the Accounting Firm Acquisitions spreadsheet I talked about: https://docs.google.com/spreadsheets/d/1HHxl5KGG-3zApXRbpok8Hkacvn4vE6D_/edit?usp=sharing&ouid=100194317059241398669&rtpof=true&sd=true💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - 5,000 Accounting Firm Sales01:15 - Accounting Firm M&A Data02:35 - Multiples Are Rising03:30 - Does Firm Size Matter?05:45 - Virtual Firm Premium06:25 - Why Owners Sell07:15 - Geography and Firm Value07:45 - Most Firms Sold Are Small08:55 - Financing Firm Acquisitions09:20 - Buyer Demand Is Rising09:40 - Which Services Sell Best?10:35 - The 1.5x Multiple Myth14:55 - More M&A Surprises16:50 - What Firms Actually Sell For17:40 - 🐝 Niche of the Week18:00 - Medical Spas19:05 - Are Solo Med Spas Too Small?20:20 - The Better Med Spa Client21:25 - Targeting More Mature Med Spas23:05 - Finding Med Spa Clients28:30 - Med Spa Referral Channels30:10 - The Swear Jar32:30 - Accounting Cornerstone Foundation32:35 - 📞 Accountant Support32:55 - Puzzle Acquired by Accrual35:00 - How Fast Should Your Firm Grow?41:55 - Claude Skills Security44:35 - Claude Pro and Client Data46:40 - Automating QBO Deposits48:55 - Can Instead Replace UltraTax?51:55 - App Recommendations52:00 - Accounting Firm Sales Data🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 2 weeks ago55 min
639 The 23 Types of Accounting Firm YOU Could Build [And when doing something different makes sense]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down 23 accounting firm models that go beyond traditional bookkeeping and tax, including specialized compliance, niche audit, and advisory opportunities that small firms can compete for. Then I take the idea of specialization to its logical extreme and build a space accounting firm from scratch, using government awards, cost reimbursement contracts, conferences, and accelerators to find potential clients. In 📫 Mailbag, I dig into whether AI will eliminate junior accounting roles, how firms can use AI to attract better clients, connecting Claude directly to QuickBooks Online, private versus cloud AI models, what I’m spending on AI subscriptions, and the environmental tradeoffs of AI.🔥 Want the chance to have your firm anonymously roasted? Complete this form! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - 23 Accounting Firm Niches03:30 - Trust & Estate Firms04:50 - Nonprofit Tax Firms05:40 - Tax Representation Firms06:10 - Sales & Use Tax Firms07:20 - Foreign-Owned Business Firms08:10 - Expat Tax Firms08:40 - Crypto Compliance Firms09:00 - Cannabis Compliance Firms09:34 - 401(k) Plan Audit Firms10:40 - Government Grant Audit Firms14:04 - Nonprofit Audit Firms14:39 - HOA Audit Firms15:29 - Construction & Surety Firms16:14 - Affordable Housing Firms16:59 - Franchisor Audit Firms17:24 - Captive Insurance Audit Firms17:49 - Credit Union & Community Bank Firms18:24 - Business Valuation Firms19:09 - Divorce Forensics Firms19:44 - Forensic & Fraud Firms20:09 - Royalty & Contract Compliance Firms21:09 - Healthcare Reimbursement Firms21:53 - Government Contractor Firms26:13 - Building a Space Accounting Firm27:43 - Finding Space Companies30:02 - Cost Reimbursement Contracts31:33 - Space Industry Gateways32:33 - Finding Niche Opportunities33:08 - Let’s Make a Hire35:48 - 📫 Mailbag36:22 - Will AI Replace Juniors?41:47 - Using AI to Grow44:17 - Claude + QuickBooks45:32 - Private AI Models50:26 - Jason’s AI Spend52:36 - AI’s Environmental Cost54:36 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 3 weeks ago56 min
Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms.🔥 Want the chance to have your firm anonymously roasted? Complete this form! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Private Equity in Accounting01:45 - Accounting Firm Exit Options04:49 - $1M to $3M Firms06:34 - $3M to $10M Firms09:29 - Larger Firm Deals11:09 - Six Types of Deals14:04 - Minority Recapitalization15:09 - External Sales and Succession15:34 - What Makes Firms Valuable17:18 - Alliances and Franchises19:23 - 🔥 Roast My Firm20:05 - The $1.9M Tax Firm21:15 - Pricing Problems22:45 - Family Office Opportunity23:25 - The $100K Tech Stack24:19 - The Owner Bottleneck28:43 - Four Delegation Strategies32:27 - The Senior Hire Problem35:36 - 📫 Mailbag35:51 - Choosing Practice Management38:26 - Finding Audit Clients39:56 - Outsourcing Tax Production42:50 - Claude as Accounting Software43:50 - QuickBooks MCP Connector47:49 - MCP Security Risks48:49 - Building a Firm While Working51:09 - AI Advisory for Clients52:49 - Tax Return Delivery53:34 - Luca Pacioli Joins the Podcast56:19 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
- 3 weeks ago1h 7m
637 9 Apps Every Accounting Firm Needs (that aren’t accounting apps) [These are required apps for accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - 9 Essential Non-Accounting Apps01:55 - Collaborative Email04:44 - Soft Phones + SMS06:25 - Loom for Client Communication08:55 - Social Media Scheduling10:19 - Password Management12:24 - Claude or ChatGPT14:04 - Slack or Microsoft Teams17:54 - Meeting Recorders19:04 - Scheduling Tools23:28 - 🔥 Roast a Firm24:54 - Why Specific Niches Work25:43 - Building a Side Website26:09 - Website Messaging28:38 - Capturing Visitor Emails30:23 - Adding Social Proof30:48 - Rethinking Website Pricing36:28 - Selling the Opportunity38:43 - 📞 Accountant Support38:58 - Cutting Lower-Paying Clients40:08 - How Many Clients to Cut44:02 - QuickBooks + Claude Outside the US48:12 - PC vs. Mac for AI50:32 - Trial Balance Software51:02 - Accounting Software Mount Rushmore53:02 - 10-Key ATB vs. Tallyfor54:47 - Is Software Too Expensive?57:02 - Should AI Replace CCH?01:00:22 - Starting an Accounting Firm01:05:26 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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About 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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No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Jason Staats.
Can I get summaries of other podcasts too?
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How often does Jason On Firms Podcast release new episodes?
Jason On Firms Podcast publishes 2x weekly. Our AI generates a summary within hours of each new episode.
What topics does Jason On Firms Podcast cover?
Jason On Firms Podcast covers topics including Business, Management, Entrepreneurship. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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Free forever for up to 3 podcasts. No credit card required.