Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1 The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next le...
Jun 27, 2025•38 min•Ep. 475
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.yo...
Jun 25, 2025•19 min•Ep. 474
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/jason Verito https://verito.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA Link...
Jun 23, 2025•35 min•Ep. 473
Learn more about the folks behind this event, PASBA, here! https://pasba.org/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Mercury https://mercury.com/jasononfirms Verito https://verito.com/ ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/j...
Jun 20, 2025•1 hr 1 min•Ep. 472
Holistiplan https://www.holistiplan.com/ Corvee https://corvee.com/ TaxPlanIQ https://www.taxplaniq.com/ TallyFor https://www.tallyfor.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Mercury https://mercury.com/jasononfirms Cloud Accountant Staffing http:/...
Jun 18, 2025•28 min•Ep. 471
The AI assistant for this podcast https://www.delphi.ai/jasonstaats Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Me...
Jun 16, 2025•34 min•Ep. 470
Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Karbon https://karbonhq.com/ Mercury https://mercury.com/jasononfirms ClientHub https://www.clienthub.app/ Clo...
Jun 13, 2025•35 min•Ep. 469
Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats FinDaily https://findaily.io/ Karbo...
Jun 11, 2025•34 min•Ep. 468
Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://w...
Jun 09, 2025•47 min•Ep. 467
Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats FinDaily https://findaily.io/ Karbon https://karbonh...
Jun 06, 2025•44 min•Ep. 466
Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats FinDaily https://findaily.io/ Karbon https://karb...
Jun 04, 2025•33 min•Ep. 465
Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason...
Jun 02, 2025•41 min•Ep. 464
Here’s the original vid on the main channel https://youtu.be/4A9QpH9LpIM And the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteam...
May 30, 2025•1 hr 4 min•Ep. 463
Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Client Hub https://www.clienthub.app/ Clou...
May 28, 2025•34 min•Ep. 462
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter...
May 26, 2025•27 min•Ep. 461
Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: htt...
May 23, 2025•18 min•Ep. 460
30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing Let me know what else I should build some prompt templates for 🙂 💾 Software Loom https://loom.com/ Descript https://descript.com/ 🎥 Hardware Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2 Neewer Light Stand https://www.amazon.com/Stainless-Cushioned-Photography-Universal-Monolight/dp/B0B5G9F23T?sr=8-4 Amaran entry-level light https://amara...
May 21, 2025•37 min•Ep. 459
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com 🗣️ Continue the d...
May 19, 2025•29 min•Ep. 458
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com Ignition https://w...
May 16, 2025•31 min•Ep. 457
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com Ignition https://w...
May 14, 2025•33 min•Ep. 456
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountan...
May 12, 2025•34 min•Ep. 455
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Ignition https://www.ignitionapp.com/ TeamU...
May 09, 2025•34 min•Ep. 454
👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccount...
May 07, 2025•38 min•Ep. 453
Learn more about NotebookLM here https://notebooklm.google/ Here’s the first prompt I used: You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet o...
May 06, 2025•48 min•Ep. 452
My full list of accounting firm app recommendations 💾 https://jasononline.link/5d0fbe 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/ja...
May 02, 2025•31 min•Ep. 451
Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 👍 My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https...
Apr 30, 2025•31 min•Ep. 450
Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkM Check out this app database https://www.jasononfirms.com/apps ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA...
Apr 28, 2025•23 min•Ep. 449
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.yo...
Apr 25, 2025•32 min•Ep. 448
Content Snare https://contentsnare.com/ ✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa...
Apr 23, 2025•24 min•Ep. 447
✉️ Check out Jason’s weekly email newsletter https://www.jasononfirms.com/newsletter 🤝 Join 500+ other tax & bookkeeping firm owners in Jason’s private community https://www.rlz.io/ 💰 Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.yo...
Apr 21, 2025•36 min•Ep. 446
