Jason StaatsJason StaatsAdvisor to Small Accounting Firms

Jason Staats's videos and podcasts

698 items

July 2026

1:04:02
Podcast

622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future]

3mo ago

June 2026

1:02:12
Podcast

621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]

3mo ago
Podcast620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]
Podcast

620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]

3mo ago
Podcast619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]
Podcast

619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

3mo ago
Podcast618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]
Podcast

618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]

4mo ago
Podcast617 5 More AI Use Cases for Accounting Firms [Number three is incredible]
Podcast

617 5 More AI Use Cases for Accounting Firms [Number three is incredible]

4mo ago
Podcast616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)
Podcast

616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)

4mo ago
Podcast615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]
Podcast

615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]

4mo ago
Podcast614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]
Podcast

614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

4mo ago
Podcast613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]
Podcast

613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

4mo ago

May 2026

Podcast612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]
Podcast

612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]

4mo ago
Podcast611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]
Podcast

611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]

4mo ago
Podcast610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]
Podcast

610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]

4mo ago
Podcast609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]
Podcast

609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]

4mo ago
Podcast608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]
Podcast

608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]

5mo ago
Podcast607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]
Podcast

607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]

5mo ago
Podcast606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]
Podcast

606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]

5mo ago
Podcast605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]
Podcast

605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]

5mo ago
Podcast604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
Podcast

604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]

5mo ago

April 2026

Podcast603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]
Podcast

603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]

5mo ago
Podcast602 How Accounting Firms Pick Software Just Changed
Podcast

602 How Accounting Firms Pick Software Just Changed

5mo ago
Podcast601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]
Podcast

601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]

5mo ago
Podcast600 A Claude Cowork SECURITY Guide for your Accounting Firm
Podcast

600 A Claude Cowork SECURITY Guide for your Accounting Firm

6mo ago
Podcast598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
Podcast

598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]

6mo ago
Podcast597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
Podcast

597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]

6mo ago
Podcast713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
Podcast

713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]

6mo ago

March 2026

Podcast595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
Podcast

595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]

6mo ago
Podcast594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
Podcast

594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]

6mo ago
Podcast593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]
Podcast

593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]

6mo ago
Podcast592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]
Podcast

592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]

7mo ago