Jason Daily

Follow Jason Daily
Share on
Copy link to clipboard

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 22, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 35m AVG DURATION
    • 610 EPISODES


    Search for episodes from Jason Daily with a specific topic:

    Latest episodes from Jason Daily

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

    Play Episode Listen Later May 22, 2026 58:50


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

    Play Episode Listen Later May 19, 2026 55:16


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

    Play Episode Listen Later May 15, 2026 62:28


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

    Play Episode Listen Later May 12, 2026 51:37


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

    Play Episode Listen Later May 8, 2026 51:09


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

    Play Episode Listen Later May 5, 2026 63:05


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

    Play Episode Listen Later May 1, 2026 73:39


    602 How Accounting Firms Pick Software Just Changed

    Play Episode Listen Later Apr 24, 2026 68:29


    Here's that Delphi app we discussed in Nerd corner https://www.delphi.ai/And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat

    600 A Claude Cowork SECURITY Guide for your Accounting Firm

    Play Episode Listen Later Apr 17, 2026 72:09


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

    Play Episode Listen Later Apr 14, 2026 60:22


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

    Play Episode Listen Later Apr 7, 2026 60:46


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

    Play Episode Listen Later Apr 3, 2026 65:57


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

    Play Episode Listen Later Mar 27, 2026 62:52


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

    Play Episode Listen Later Mar 19, 2026 37:35


    587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]

    Play Episode Listen Later Mar 2, 2026 61:54


    586 First Impressions: Claude Cowork for Accounting Firms [Is this the most powerful AI agent for accountants?]

    Play Episode Listen Later Feb 26, 2026 84:05


    583 He Sold His Accounting Firm To His Son (And It Actually Worked)

    Play Episode Listen Later Feb 19, 2026 39:33


    581 Computer Monitors - An Accountant's Guide

    Play Episode Listen Later Feb 16, 2026 66:34


    580 Should Accountants Buy All-In-One Software?

    Play Episode Listen Later Feb 13, 2026 44:43


    570 How To Know If Your Accounting Firm Needs a Coach

    Play Episode Listen Later Jan 28, 2026 74:12


    565 The One Sentence That Lands Better Clients

    Play Episode Listen Later Jan 14, 2026 25:49


    564 Great Accounting Firm “Workflow”, Defined

    Play Episode Listen Later Jan 12, 2026 27:02


    563 Profitable 1099 Work! A Guide for Accounting Firms

    Play Episode Listen Later Jan 9, 2026 24:34


    562 Accounting Firms: Your New Year's Manifesto

    Play Episode Listen Later Jan 8, 2026 6:08


    561 He Built the AI That Runs Your Accounting Firm

    Play Episode Listen Later Jan 5, 2026 37:22


    560 TIME Management Advice for Accounting Firms

    Play Episode Listen Later Jan 2, 2026 33:47


    Claim Jason Daily

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel