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Jason Daily
Jason Staats
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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.
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ビジネス・経済
ビジネス・経済
始める
2日前
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
2日前
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
3日前
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
4日前
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
5日前
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
6日前
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
23-08-2024
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
22-08-2024
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
21-08-2024
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
20-08-2024
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
19-08-2024
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
16-08-2024
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
15-08-2024
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
14-08-2024
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
13-08-2024
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
12-08-2024
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
09-08-2024
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
08-08-2024
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
07-08-2024
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
06-08-2024
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
05-08-2024
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