Jason Daily

Jason Staats

Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out. read less

ビジネス・経済ビジネス・経済

始める

315 It might be time to turn this podcast off

315 It might be time to turn this podcast off

💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/TruePrep https://www.trueprep.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

エピソード

315 It might be time to turn this podcast off

315 It might be time to turn this podcast off

💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/TruePrep https://www.trueprep.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

314 How Commenting On A Video Led to Launching An Accountant Community

314 How Commenting On A Video Led to Launching An Accountant Community

If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/And the side hustler podcast here https://www.youtube.com/playlist?list=PLiSD0u4Cl2fjGhr-puxVzD0yuqlSCpZx3Brian Tracy Book 👉 https://a.co/d/gBOUhXR💰 Today's SponsorsCorvee https://corvee.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

313 The Accounting Firm Workflow Hack: Postponement

313 The Accounting Firm Workflow Hack: Postponement

💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

312 MEETING TECH for Professional Services in 2024

312 MEETING TECH for Professional Services in 2024

💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

311 Should Accounting Firms do MORE or LESS?

311 Should Accounting Firms do MORE or LESS?

Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

310 A Better Client Experience to Drive PROFIT

310 A Better Client Experience to Drive PROFIT

💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

309 How To Approach The Sales Process Ft. Brandon Hall

309 How To Approach The Sales Process Ft. Brandon Hall

Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

308 How Accounting Firm Partnerships Work

308 How Accounting Firm Partnerships Work

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

307 Tax Pros: What To Know About Working With Bookkeepers

307 Tax Pros: What To Know About Working With Bookkeepers

The TallyFor trial balance app I mentioned https://www.tallyfor.com/Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

306 Bookkeepers: What To Know About Working With Tax Pros

306 Bookkeepers: What To Know About Working With Tax Pros

Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

305 How To Price The Tiers of your Accounting Proposals

305 How To Price The Tiers of your Accounting Proposals

Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2The AI app discussed, Wordware https://www.wordware.ai/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

304 The State of AI Adoption In Accounting in 2024, and What’s To Come

304 The State of AI Adoption In Accounting in 2024, and What’s To Come

Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

303 The 15 Reasons To NOT Specialize Your Accounting Firm

303 The 15 Reasons To NOT Specialize Your Accounting Firm

💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)

302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)

⚒️ Apps mentioned today (let me know if I missed any)Drake for tax prep https://www.drakesoftware.com/Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-csCCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/taxLacerte https://accountants.intuit.com/tax-software/lacerte/Intuit ProConnect for tax prep https://accountants.intuit.com/Pitbull for tax resolution https://www.pitbulltax.com/Canopy for tax resolution https://www.getcanopy.com/tax-resolutionRC Reports for reasonable compensation studies https://rcreports.com/Corvee for tax advisory https://corvee.com/TaxPlanIQ for tax advisory https://www.taxplaniq.com/Holistiplan for tax advisory https://www.holistiplan.com/SafeSend for tax workflow https://safesend.com/GruntWorx for tax workflow https://www.gruntworx.com/SurePrep for tax workflow https://corp.sureprep.com/TaxCaddy for tax workflow https://taxcaddy.com/Soraban for tax workflow https://www.soraban.com/StanfordTax for tax workflow https://stanfordtax.com/TruePrep for tax workflow https://www.trueprep.ai/💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

301 The 22 Types of Software Your Accounting Firm Needs

301 The 22 Types of Software Your Accounting Firm Needs

⚒️ Apps mentioned today (let me know if I missed any)Copilot for client portal stuff https://www.copilot.com/Karbon for client-centric PM things https://karbonhq.com/SafeSend for tax workflows https://safesend.com/Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-softwareDiscord for team chat https://discord.gg/Slack for team chat https://slack.com/Zoom for video conferencing https://zoom.us/Google Meet for video conferencing https://meet.google.com/Digits for quality assurance https://digits.com/Scrutinize for quality assurance https://scrutinize.io/VerifyIQ for quality assurance https://verifyiq.co/OpenPhone for your phone & SMS https://openphone.com/Dialpad for your phone & SMS https://www.dialpad.com/Fathom for advanced reporting https://www.fathomhq.com/Reach Reporting for advanced reporting https://reachreporting.com/Spotlight for advance reporting https://www.spotlightreporting.com/G-Accon for spreadsheet automation https://www.accon.services/LiveFlow for spreadsheet automation https://liveflow.io/Amalgam for spreadsheet automation https://www.amalgam.me/Ignition for proposals & payments https://ignitionapp.com/GoProposal for proposals & payments https://goproposal.com/Anchor for proposals & payments https://www.sayanchor.com/bookkeepers/Royalwise for training https://royalwise.com/Uncat for uncategorized transactions https://uncat.com/RightTool for making QBO better https://righttool.app/QuickBooks Online for ledger things https://qbo.intuit.com/Xero for ledger things https://xero.com/Keeper for month end close management https://keeper.app/FloQast for mid market month end close management https://floqast.com/Aider for hybrid PM and month end close management https://www.aider.ai/1Password for password management https://1password.com/LastPass for password management https://www.lastpass.com/Practice Protect for password and identity management https://practiceprotect.com/Gusto for payroll https://gusto.com/Rippling for payroll and PEO https://www.rippling.com/ADP for outsourced payroll https://adp.com/Justworks for PEO https://www.justworks.com/Dext for receipt management https://dext.com/Content Snare for requests https://contentsnare.com/Calendly for scheduling https://calendly.com/Client Hub was mentioned for potentially integrating client meetings https://clienthub.app/💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

300 Pros & Cons of Relationship Managers in Firms

300 Pros & Cons of Relationship Managers in Firms

The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

299 The Big Decision Your Firm Needs To Make

299 The Big Decision Your Firm Needs To Make

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/Fear-Setting-with-Tim-Ferriss.pdf💰 Today's SponsorsClient Hub https://www.clienthub.app/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

298 Ask Clients These Questions To Increase Profit $$$

298 Ask Clients These Questions To Increase Profit $$$

Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

297 Let’s Attract Niche Clients to this Accounting Firm

297 Let’s Attract Niche Clients to this Accounting Firm

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

296 How To Grow Your Accounting Firm Beyond Upwork

296 How To Grow Your Accounting Firm Beyond Upwork

💰 Today's SponsorsStanford Tax https://stanfordtax.com/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/MakersHub https://makershub.ai/🫠 Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/🗣️ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa