Jason On Firms Podcast
By: Jason Staats
Language: en
Categories: Business, Entrepreneurship, Management
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Episodes
531 How To Manage TASKS In Your Accounting Firm
Oct 27, 2025💼 My practice management system recommend…er: jason.link/00v
📖 My service library resources: jason.link/9k9
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Client Hub: http://clienthub.app/
Keeper: https://keeper.app
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
X https://twitter.com/jaso...
530 First Impressions: The New ChatGPT BROWSER For Accountants
Oct 24, 2025Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
529 The Niche Software Set To Blow Up This Accounting Firm
Oct 22, 2025Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
TeamUp: http://hireteamup.com/jason
Client Hub: http://clienthub.app/
Stanford Tax: https://stanfordtax.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
528 Dealing With Pricing Objections in an Accounting Firm
Oct 20, 2025Hungry for that transformational in-person connection?
👋 Join me at one of my upcoming events: jason.link/yi3
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
527 Does AI Mean ADVISORY Is The Future for Accounting Firms?
Oct 17, 2025🚨 Take a look at the accounting-specific meeting notetakers I mentioned:
Vinyl: https://www.usevinyl.com/
Ping: https://pingassistant.com/
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social! X https://twitter.c...
Duration: 00:34:11526 The Accounting Firm Unlimited Client Hack
Oct 15, 2025Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
525 What’s The Most PROFITABLE Accounting Firm You Can Run?
Oct 13, 2025Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq
💰 Today's Sponsors
Cloud Accountant Staffing: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtu...
524 It’s Time We Stop Trying To Educate Our Clients
Oct 10, 2025🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
MakersHub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https...
523 Text Messaging Best Practices in Accounting Firms
Oct 08, 2025🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jasononline.link/cxh
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jasononline.link/73e
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
522 How To Launch Your Accounting Firm’s Online Community
Oct 06, 2025🤝 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
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
TeamUp: http://hireteamup.com/jason
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 Finan...
Duration: 00:23:00521 What To Do With LEGACY Accounting Firm Clients
Oct 03, 2025🤝 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
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
MakersHub: https://jasononline.link/PMHub
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🗣️ Continue the discussion on so...
Duration: 00:23:47520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This
Oct 01, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE
💰 Today's Sponsors
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Canopy: https://www.getc...
519 Is AI Making Junior Accountants Turn Off Their Brains?
Sep 29, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE
💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/
ClientHub: https://www.clienthub.app/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
MakersHub: https://jasononline.link/PMHub
Mercury is a financial technology c...
Duration: 00:41:22518 Why You May Want to SELL Your Accounting Firm!
Sep 26, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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
🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk
💰 Today's Sponsors
Cloud Accounting Staff: cloudaccountantstaffing.com/lp/staats
ClientHub: https://www.clienthub.app/
Marcury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=spon...
517 Accounting Firm Acquisition ARBITRAGE Opportunities
Sep 24, 2025🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm...
516 What Accounting Firms Should Prioritize Before 12/31
Sep 22, 2025🤝 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
👉 Download my free app database + tech stack planner: https://jasononline.link/D525
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accounting Staffing: http://cloudaccountantstaffing.com/lp/staats
515 Marketing Pro Explains: How Accounting Firms Can Get Ahead
Sep 19, 2025Check out Karen’s workshop series here! https://wearepf.com/accelerator/
Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1
📌 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
👉 Download my free app database + tech stack planner: https://jasononline.link/D521
🧰 Grab my FULL service library template here https://www.ja...
514 What I Learned Going Through 42 Accounting Firm Websites
Sep 17, 2025📌 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
👉 Download my free app database + tech stack planner: https://jasononline.link/D521
🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
💰 Today's Sponsors
TeamUp: http://hireteamup.com/jason
Makershub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
L...
513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms
Sep 15, 2025🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
🤝 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
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Karbon https://karbonhq.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
512 How Overselling is Costing Accounting Firms Millions
Sep 12, 2025📌 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
💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY
💰 Today's Sponsors
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Contin...
Duration: 00:20:30511 Accounting Firm Service Breakdown: Tax Advisory
Sep 10, 2025🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
Tax strategy resources:
🧠 Coaching Groups
Certified Tax Coach https://certifiedtaxcoach.org/
Solo Tax Coach https://solotaxcoach.com/
🤓 Tech Solutions
TaxPlanIQ https://www.taxplaniq.com/
Instead https://www.instead.com/
Corvee https://corvee.com/
Holistiplan https://www.holistiplan.com/
📌 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 fir...
Duration: 00:26:59510 What Accounting Firm Roles Will AI Replace?
Sep 08, 2025🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 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/
Stanford Tax https://stanfordtax.com/
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continue the disc...
Duration: 00:36:39509 Why AI Is Making Spreadsheets Cool Again!
Sep 05, 2025🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 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/
Stanford Tax https://stanfordtax.com/
Karbon https://karbonhq.com/
Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continue the disc...
Duration: 00:36:21508 Accounting Firm Service Breakdown: Individual Tax Prep
Sep 03, 2025🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 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/
Stanford Tax: https://stanfordtax.com/
Ignition: https://www.ignitionapp.com/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
🗣️ Continu...
Duration: 00:35:29507 6 Ways To Increase the Value Of Your Accounting Firm
Sep 01, 2025🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod
📌 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
📹 Here’s the ChatGPT Agent video in question: https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb
💰 Today's Sponsors
Stanford Tax https://stanfordtax.com/
ClientHub https://www.clienthub.app/
🗣️ Continue the discussion on social!<...
Duration: 00:25:38506 Today’s Fastest Growing Accounting AI: Is It Secure?
Aug 29, 2025Here’s the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb
Grab my FULL service library template here https://jasononline.link/TSLPod
Video Description
📌 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/
Stanford Tax https://stanfordtax.com/
Ignition ht...
505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping
Aug 27, 2025Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 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
Ignition https://www.ignitionapp.com/
ClientHub https://www.clienthub.app/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com
504 Have All The Good Accountants Launched Their Own Firm?
Aug 25, 2025📌 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
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
503 How This $1.7M Tax Firm Built Their Network
Aug 22, 2025Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📌 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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.lin...
502 Accounting Firm Service Breakdown: Business Tax Preparation
Aug 20, 2025Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com
501 How To 10X Your Accounting Firm!
Aug 18, 2025Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?sr=8-1
📌 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
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube http...
500 This $100k Solo Bookkeeper Is Facing 5 Problems
Aug 15, 2025Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📌 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
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononline
LinkedIn https://www.lin...
499 Accounting Firm Service Breakdown: Bookkeeping
Aug 13, 2025Grab my FULL service library template here https://www.jasononfirms.com/service-library
📌 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
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononl...
498 First Impressions: GPT-5 For Accounting Firms
Aug 11, 2025📌 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
Stanford Tax https://stanfordtax.com/
Ignition https://www.ignitionapp.com/
TeamUp http://hireteamup.com/jason
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononline
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@ja
497 How To Get Accounting Clients to be More Responsive!
Aug 08, 2025📌 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
Canopy https://www.getcanopy.com/
Stanford Tax https://stanfordtax.com/
Catch Canopy and Jason on the road!
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continue the discussion on social!
Twitter https://x.com/tryjasononline
LinkedIn https://www.linkedin.com/in...
496 The MOST IMPORTANT Areas of your Accounting Firm To Work On
Aug 07, 2025📌 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
Stanford Tax https://stanfordtax.com/
Canopy https://www.getcanopy.com/
Catch Canopy and Jason on the road!
August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continue the discussion on social!
Twi...
495 Stop Marketing Your Accounting Firm. Do This Instead
Aug 06, 2025Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1
My app recommendation database https://jasononfirms.com/apps
My 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-prompts
My service library template https://www.jasononfirms.com/service-library
📌 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
💰...
Duration: 00:21:43494 Do Accounting Firms Need to Disclose AI Use to Clients?
Aug 05, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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🗣️ Continu...
Duration: 00:19:57493 The 5 Ways Accounting Firms Around The World Differ
Aug 04, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis
August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston
🗣️ Continu...
Duration: 00:21:43492 What’s My Price to Coach An Accounting Firm?
Aug 01, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin
August 1st - Dallas, TX https://www.getcanop...
491 My Accounting Firm’s Biggest Hiring Mistake
Jul 31, 2025Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1
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July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin
Au...
490 I Wish Someone Had Shown Me These 6 Shortcuts
Jul 30, 2025My practice management system recommender https://www.jasononfirms.com/pmrec
Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1
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July 31st - A...
489 How Long Does It Take To Niche An Accounting Firm?
Jul 29, 2025Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1
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July 31st - Austin, TX https://www.getcanopy.co...
488 There Are Only 3 Types of Accounting Firms
Jul 28, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin
August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas
August 7th - Minneapolis, MN https://www...
487 How To Get ChatGPT To Send You Accounting Clients
Jul 25, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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486 First Impressions: ChatGPT AGENT For Accounting Firms
Jul 23, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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Mercury is a financial technology company, not a bank. Banking s...
Duration: 00:32:54485 The 6 Small Business Traps that Accounting Firms Fall Into
Jul 21, 2025Some 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
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🤝 Make the connection...
Duration: 00:26:59484 Tax Prep For Accounting Firms - The Workflow Masterclass
Jul 18, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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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_mercuryfo...
483 Can AI Clone My Accounting Expertise?
Jul 16, 2025Take my avatar for a spin here https://www.delphi.ai/jasonstaats
And give Delphi a try at https://www.delphi.ai/
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482 How Accounting Firms Can Capitalize On Changing Legislation
Jul 14, 2025The 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
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Mercury https://mercury.com...
481 Answering 14 Questions About Running Accounting Firms
Jul 11, 2025Grab 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
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Duration: 00:46:01480 13 Brutal Truths to be a Better Accounting Firm Owner
Jul 09, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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YouTube https://www.youtube.com/@jasoncpa<
479 9 Ingredients to Effective Change Management in Accounting Firms
Jul 07, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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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...
Duration: 00:29:47478 An AI Security Primer for Accounting Firms
Jul 04, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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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...
Duration: 00:40:06477 The State of Accounting Practice Management Systems
Jul 02, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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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...
Duration: 00:43:34476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year
Jul 01, 2025Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
Check out my app recommenations for accounting firms here https://jasononfirms.com/apps
And here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl
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Duration: 00:34:05475 Can One-Person Accounting Firms Existing in an Age of AI?
Jun 27, 2025Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT
Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1
The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto
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💰 T...
Duration: 00:38:05474 Should The Next Generation of Accountants be Concerned?
Jun 25, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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473 Should Accounting Firms Grow Via Acquisition or Organically?
Jun 23, 2025📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A
Jun 20, 2025Learn more about the folks behind this event, PASBA, here! https://pasba.org/
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Mercury is a financial technology company, not a bank. Banking services...
Duration: 01:01:20471 Should Accounting Firms Partner with Financial Planners?
Jun 18, 2025Holistiplan https://www.holistiplan.com/
Corvee https://corvee.com/
TaxPlanIQ https://www.taxplaniq.com/
TallyFor https://www.tallyfor.com/
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ClientHub https://www.clienthub.app/
TeamUp http://hireteamup.com/jason...
470 The Most Impactful AI For Professional Services
Jun 16, 2025The AI assistant for this podcast https://www.delphi.ai/jasonstaats
Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing
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469 Ok But What If AI DOES Disrupt Accounting Firms?
Jun 13, 2025Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
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Mercury is...
Duration: 00:34:52468 How To Know if your Accounting Firm is SYSTEMATIZED
Jun 11, 2025Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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Karbon https://karbonhq.com/
Mercury https://mercury.com/jasononfirms
Mercury is a financ...
Duration: 00:33:33467 Coaching 3 Accounting Firms on Tech Selection
Jun 09, 2025Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
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Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
🗣️ Conti...
466 A Q&A about The Future of Accounting AI! (Q2 2025)
Jun 06, 2025Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/
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FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
Twitter https://twitter...
465 Intuit Stealing Accounting Clients - Good or Bad?
Jun 04, 2025Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951
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Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
FinDaily https://findaily.io/
Karbon https://karbonhq.com/
Client Hub https://www.clienthub.app/
🗣️ Continue the discussion on social!
Twitt...
464 Roasting The Tech Stacks of 3 Accounting Firms
Jun 02, 2025Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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TeamUp http://hireteamup.com/jason
FinDaily https://findaily.io/
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Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Contin...
Duration: 00:40:49463 Follow These Steps to turn around ANY Accounting Firm!
May 30, 2025Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIM
And the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F
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TeamUp http://hireteamup.com/jason
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Cloud Accountant Staffing http://www...
462 Breaking Down a 2 Person $600k/yr Accounting Firm
May 28, 2025Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
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🗣️ Cont...
Duration: 00:33:52461 The Only Payroll Software Accounting Firms Should Use
May 26, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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:
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TeamUp http://hireteamup.com/jason
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460 This Is THE PERFECT Accounting Firm Client
May 23, 2025Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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:
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Duration: 00:18:12459 Simple Video Advice for Accounting Firms
May 21, 202530 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing
Let me know what else I should build some prompt templates for 🙂
💾 Software
Loom https://loom.com/
Descript https://descript.com/
🎥 Hardware
Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2
Neewer Light Stand https://www.amazon.com/Stainless-Cushioned-Photography-Universal-Monolight/dp/B0B5G9F23T?sr=8-4
Amaran entry-level light https://amarancreators.com/products/amaran-cob-60d-s
Amaran entry-level modifier https://amarancreators.com/products/amaran-octa-dome-60
👍 My...
Duration: 00:36:43458 This Is How You Find A More Profitable Client
May 19, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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 http://hireteamup.com/jason
MakersHub https://makershub.ai/
Canopy https://www.getcanopy.com
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457 Why Better Clients Aren’t Finding Your Firm
May 16, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
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456 The Most Important Software Tax Firms Will Buy!
May 14, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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455 The Ultimate Hack to Build Your Client Network
May 12, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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:
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Ignition https://www.ignitionapp.com/
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454 Do I Regret Selling My Accounting Firm?
May 09, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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:
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453 Revamping A 4 Partner Accounting Firm
May 07, 2025👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:
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452 A New Way to Deliver Financials To Your Clients With AI
May 06, 2025Learn more about NotebookLM here https://notebooklm.google/
Here’s the first prompt I used:
You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.
An...
Duration: 00:47:39451 The Best Ledger Software for Accounting Firms
May 02, 2025My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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:
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💰 Today's Sponsors
TeamUp http://hireteamup.com/jason
Canopy https://www.getcanopy.com/
ClientHub https://www.clienthub.app/
Cloud Accountan...
450 The WILDEST Tech Stack I’ve Ever Seen in an Accounting Firm
Apr 30, 2025Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
👍 My recommendations (or not) of 100+ Apps for Accounting Firms:
https://jasononline.link/zxk
📌 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:
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💰 Today's Sponsors
ClientHub https://www.clienthub.app/
Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staat...
449 Watch This if you’re Trying To Hire an Accounting Unicorn
Apr 28, 2025Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkM
Check out this app database https://www.jasononfirms.com/apps
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448 How Much Should Firms Increase Prices Each Year?
Apr 25, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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447 The #1 Tech Unlock for Accounting Firms
Apr 23, 2025Content Snare https://contentsnare.com/
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446 How This $500k/yr Tax Firm Can 2x Profit in 3 Steps
Apr 21, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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445 Follow THIS Process To Nail Your Tech Stack in 2025
Apr 18, 2025Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_link
And join the email list to get my tool recs for each category jasononline.link/kQ7
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444 10 Ways to get 10x The Return for your Time
Apr 16, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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443 How This Micro Niche Accounting Firm Grows At 100k+ Per Year!
Apr 15, 2025Share some details about your firm with me here and I may roast your firm next! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
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442 How To Know When Work is “Good Enough”
Apr 11, 2025Check out Zapier https://zapier.com/
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441 AI Use Cases with LinkedIn’s Top Finance Influencer
Apr 09, 2025Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/
And check out his community AI Finance Club https://ai-finance.club/
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440 The Only 8 Ways To Deliver Financials to a Client
Apr 08, 2025Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/
And check out his community AI Finance Club https://ai-finance.club/
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439 Why Accounting Firm Leaders Need an Assistant
Apr 04, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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438 The Race to AGI And It's Impact on Accounting Firms
Apr 03, 2025Grab the other talks from this conference free, here https://www.aider.ai/best-practices/the-best-of-ai-in-accounting-summit-2025-webinar?hss_channel=lcp-13706757
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437 6 Ways Accounting Firms Can Use ChatGPT Image Generation
Mar 31, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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436 A LinkedIn Posting Strategy for Professional Firms
Mar 28, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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435 The Best AI Assistant for Professional Firms
Mar 26, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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434 My Firm Stopped Using Intuit Products - Here's What Happened Next
Mar 24, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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433 The Story of a Developer Who Bought an Accounting Firm
Mar 21, 2025✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter
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432 The State of Accounting AI Agents
Mar 20, 2025Using AI to automate email processing https://www.youtube.com/watch?v=a8Dhj3Zh9vQ
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