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Jason On Firms Podcast
Business & Economics Podcasts
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Episodes
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613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]
6/2/2026
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612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]
5/29/2026
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611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]
5/26/2026
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610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]
5/22/2026
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609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]
5/19/2026
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608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]
5/15/2026
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607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]
5/12/2026
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606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]
5/8/2026
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605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]
5/5/2026
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604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
5/1/2026
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603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]
4/28/2026
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602 How Accounting Firms Pick Software Just Changed
4/24/2026
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601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]
4/21/2026
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600 A Claude Cowork SECURITY Guide for your Accounting Firm
4/17/2026
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599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]
4/14/2026
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598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
4/10/2026
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597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
4/7/2026
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713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
4/3/2026
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595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
3/31/2026
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594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
3/27/2026
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