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


    • Jun 20, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 33m AVG DURATION
    • 472 EPISODES


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    Latest episodes from Jason Daily

    472 AI's Impact on Accounting Firms - 5 Year Roadmap Q&A

    Play Episode Listen Later Jun 20, 2025 61:20


    Learn more about the folks behind this event, PASBA, here! https://pasba.org/

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    471 Should Accounting Firms Partner with Financial Planners?

    Play Episode Listen Later Jun 18, 2025 27:34


    Holistiplan https://www.holistiplan.com/Corvee https://corvee.com/TaxPlanIQ https://www.taxplaniq.com/TallyFor https://www.tallyfor.com/

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    470 The Most Impactful AI For Professional Services

    Play Episode Listen Later Jun 16, 2025 34:11


    The AI assistant for this podcast https://www.delphi.ai/jasonstaatsSwipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing

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    469 Ok But What If AI DOES Disrupt Accounting Firms?

    Play Episode Listen Later Jun 13, 2025 34:52


    Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

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    468 How To Know if your Accounting Firm is SYSTEMATIZED

    Play Episode Listen Later Jun 11, 2025 33:33


    Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

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    467 Coaching 3 Accounting Firms on Tech Selection

    Play Episode Listen Later Jun 9, 2025 47:08


    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

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    466 A Q&A about The Future of Accounting AI! (Q2 2025)

    Play Episode Listen Later Jun 6, 2025 44:00


    Learn more about Rightworks' new community here! https://www.rightworkscommunity.com/

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    465 Intuit Stealing Accounting Clients - Good or Bad?

    Play Episode Listen Later Jun 4, 2025 32:48


    Here's a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

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    464 Roasting The Tech Stacks of 3 Accounting Firms

    Play Episode Listen Later Jun 2, 2025 40:49


    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

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    463 Follow These Steps to turn around ANY Accounting Firm!

    Play Episode Listen Later May 30, 2025 64:27


    Here's the original vid on the main channel https://youtu.be/4A9QpH9LpIMAnd the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library

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    462 Breaking Down a 2 Person $600k/yr Accounting Firm

    Play Episode Listen Later May 28, 2025 33:52


    Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

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    461 The Only Payroll Software Accounting Firms Should Use

    Play Episode Listen Later May 26, 2025 27:23


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    460 This Is THE PERFECT Accounting Firm Client

    Play Episode Listen Later May 23, 2025 18:12


    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

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    459 Simple Video Advice for Accounting Firms

    Play Episode Listen Later May 21, 2025 36:43


    30 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharingLet me know what else I should build some prompt templates for

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    456 The Most Important Software Tax Firms Will Buy!

    Play Episode Listen Later May 14, 2025 32:45


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    455 The Ultimate Hack to Build Your Client Network

    Play Episode Listen Later May 12, 2025 33:56


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    452 A New Way to Deliver Financials To Your Clients With AI

    Play Episode Listen Later May 6, 2025 47:39


    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 or profit and loss reference the driving transactions for the change from the general ledger.And the second prompt I used:You're two CFOs breaking down a company's last month performance. Have an enlightening convo 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). Anchor the convo in the talking points from the transcript the client was most concerned with, while offering a concise overview of results, being sure to get granular go as far as pulling transaction detail from the ledger.

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    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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