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

Episodes

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

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

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

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

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

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

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

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

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

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

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

602 How Accounting Firms Pick Software Just Changed

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

600 A Claude Cowork SECURITY Guide for your Accounting Firm

599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]

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

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

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

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

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