Jason Daily

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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.

Jason Staats


    • May 2, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 32m AVG DURATION
    • 451 EPISODES


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    Latest episodes from Jason Daily

    451 The Best Ledger Software for Accounting Firms

    Play Episode Listen Later May 2, 2025 31:08


    My full list of accounting firm app recommendations

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    450 The WILDEST Tech Stack I've Ever Seen in an Accounting Firm

    Play Episode Listen Later Apr 30, 2025 30:50


    Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

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    449 Watch This if you're Trying To Hire an Accounting Unicorn

    Play Episode Listen Later Apr 28, 2025 23:23


    Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkMCheck out this app database https://www.jasononfirms.com/apps✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    448 How Much Should Firms Increase Prices Each Year?

    Play Episode Listen Later Apr 25, 2025 32:09


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    447 The #1 Tech Unlock for Accounting Firms

    Play Episode Listen Later Apr 23, 2025 24:11


    Content Snare https://contentsnare.com/✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    446 How This $500k/yr Tax Firm Can 2x Profit in 3 Steps

    Play Episode Listen Later Apr 21, 2025 36:01


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    445 Follow THIS Process To Nail Your Tech Stack in 2025

    Play Episode Listen Later Apr 18, 2025 33:07


    Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_linkAnd join the email list to get my tool recs for each category jasononline.link/kQ7✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    444 10 Ways to get 10x The Return for your Time

    Play Episode Listen Later Apr 16, 2025 33:24


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    443 How This Micro Niche Accounting Firm Grows At 100k+ Per Year!

    Play Episode Listen Later Apr 15, 2025 26:38


    Share some details about your firm with me here and I may roast your firm next! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    442 How To Know When Work is “Good Enough”

    Play Episode Listen Later Apr 11, 2025 36:09


    Check out Zapier https://zapier.com/✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    441 AI Use Cases with LinkedIn's Top Finance Influencer

    Play Episode Listen Later Apr 9, 2025 37:12


    Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/And check out his community AI Finance Club https://ai-finance.club/✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    440 The Only 8 Ways To Deliver Financials to a Client

    Play Episode Listen Later Apr 8, 2025 21:42


    Find Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/And check out his community AI Finance Club https://ai-finance.club/✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    439 Why Accounting Firm Leaders Need an Assistant

    Play Episode Listen Later Apr 4, 2025 33:06


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    438 The Race to AGI And It's Impact on Accounting Firms

    Play Episode Listen Later Apr 3, 2025 33:36


    Grab the other talks from this conference free, here https://www.aider.ai/best-practices/the-best-of-ai-in-accounting-summit-2025-webinar?hss_channel=lcp-13706757✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    437 6 Ways Accounting Firms Can Use ChatGPT Image Generation

    Play Episode Listen Later Mar 31, 2025 31:19


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    436 A LinkedIn Posting Strategy for Professional Firms

    Play Episode Listen Later Mar 28, 2025 19:36


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    435 The Best AI Assistant for Professional Firms

    Play Episode Listen Later Mar 26, 2025 32:59


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    434 My Firm Stopped Using Intuit Products - Here's What Happened Next

    Play Episode Listen Later Mar 24, 2025 26:07


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    433 The Story of a Developer Who Bought an Accounting Firm

    Play Episode Listen Later Mar 21, 2025 35:00


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    432 The State of Accounting AI Agents

    Play Episode Listen Later Mar 20, 2025 22:40


    Using AI to automate email processing https://www.youtube.com/watch?v=a8Dhj3Zh9vQ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    431 The Great Advisory Grift

    Play Episode Listen Later Mar 19, 2025 34:22


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    430 The Three Ways To Manage Client Status Updates

    Play Episode Listen Later Mar 17, 2025 31:30


    ✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

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    429 Deep Research May Be The Best AI for Accountants

    Play Episode Listen Later Mar 14, 2025 40:52


    Check out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT Deep Research https://openai.com/index/introducing-deep-research/Digits https://digits.com/Accounting Software Co's Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdf

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    428 Accounting Vendors are Using My Data with AI!

    Play Episode Listen Later Mar 12, 2025 36:53


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    427 How to Grow Your Firm When You're Swamped

    Play Episode Listen Later Mar 10, 2025 24:13


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    426 Invest Money In Software or People?

    Play Episode Listen Later Mar 7, 2025 31:22


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    425 Why You Should Use 3 Tier Proposals

    Play Episode Listen Later Mar 5, 2025 32:36


    Check these out!Ignition https://www.ignitionapp.com/Anchor https://www.sayanchor.com/

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    424 5 Ways To Use Your Meeting Transcripts

    Play Episode Listen Later Mar 4, 2025 21:55


    More about meeting recorders https://www.youtube.com/watch?v=eyee2vVz2mk

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    423 Should ANY Accountants Be Doing Payroll in 2025?

    Play Episode Listen Later Feb 28, 2025 29:59


    Watch the Matthew Patrick Episode https://www.youtube.com/watch?v=NdsJYaDB3MkCheck out the new channel! https://www.youtube.com/@tryjasononlineAnd my new Excel + ChatGPT video

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    422 8 Ways To Enable Accountability in your Firm

    Play Episode Listen Later Feb 26, 2025 21:34


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    421 7 Mistakes I Made Growing My Accounting Firm

    Play Episode Listen Later Feb 24, 2025 19:46


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    420 How To Develop A Stronger Team

    Play Episode Listen Later Feb 21, 2025 32:39


    Join My Accountant Community! https://www.rlz.io/

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    419 The State of Accounting AI Adoption

    Play Episode Listen Later Feb 20, 2025 39:22


    Check out Karbon's Report https://karbonhq.com/resources/state-of-ai-accounting-report-2025/Read my Newsletter! https://www.jasononfirms.com/newsletter

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    418 My Employees Can't Know How Much Money I Make

    Play Episode Listen Later Feb 19, 2025 22:56


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    417 How To Upgrade Your Peer Network (And Why)

    Play Episode Listen Later Feb 17, 2025 21:37


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    416 The Secret To Higher Paying Clients

    Play Episode Listen Later Feb 13, 2025 22:49


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    415 Attracting More Clients Than You Could Possible Serve

    Play Episode Listen Later Feb 12, 2025 23:09


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    414 The 4 Ingredients To Scalable Output

    Play Episode Listen Later Feb 11, 2025 27:35


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    413 Should You Target Cheap Clients who are Easy To Serve?

    Play Episode Listen Later Feb 7, 2025 32:13


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    412 The Patience Required To Find Better Clients

    Play Episode Listen Later Feb 5, 2025 27:04


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    411 6 Ways China's Deepseek-R1 Impacts Accounting AI

    Play Episode Listen Later Feb 3, 2025 34:57


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    410 Accounting AI Security Q&A!

    Play Episode Listen Later Jan 31, 2025 23:58


    Here's the AI usage policy Jason developed with Rightworks https://ai.rightworks.com/policyAnd their comparison of the security of leading AI assistants https://ai.rightworks.com/resources/product-comparison

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    409 He Made $152k In 2024 Running A 2-Person Accounting Firm

    Play Episode Listen Later Jan 29, 2025 43:35


    Logan's Videohttps://youtu.be/r8mbbDhHqJI?si=XiscCcZeAp8FmXv0Connect with Loganhttps://countercommunity.cohttps://x.com/LoganGrafTaxhttps://www.linkedin.com/in/logangraf/https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQ

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    408 This Guy's Solo Accounting Firm Made $182k Last Year

    Play Episode Listen Later Jan 27, 2025 38:38


    Yuri's LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktopAnd check out Yuri's podcast here! https://thecapitalcontribution.buzzsprout.com/1986541

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    407 How I'D Run My Accounting Firm on Production Pay

    Play Episode Listen Later Jan 24, 2025 31:23


    Check out PASBAhttps://pasba.org

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    406 Practical Production Pay Advice

    Play Episode Listen Later Jan 23, 2025 38:26


    Connect with Craighttps://x.com/CPATaxTeam

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    405 Implementing VARIABLE Pay in an Accounting Firm

    Play Episode Listen Later Jan 22, 2025 37:50


    Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa

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    404 Production Pay for an Accounting Team Of 5

    Play Episode Listen Later Jan 21, 2025 44:41


    Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/

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    403 This Guy's Been On Production Pay for 12 Years!

    Play Episode Listen Later Jan 20, 2025 36:48


    Connect with Matthew on LinkedIn! https://www.linkedin.com/in/dmatthewpatrick/Learn more about PASBA https://pasba.org/Matthew's payroll firm also partners with other firms, if you want to outsource that payroll & HR work https://www.whirks.com/partner

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    402 The Trouble With Practice Management Systems

    Play Episode Listen Later Jan 17, 2025 25:30


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    401 How To Run Your Firm's First Webinar

    Play Episode Listen Later Jan 16, 2025 35:35


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