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

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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

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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

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

Play Episode Listen Later May 15, 2026 62:28

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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

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

Play Episode Listen Later May 8, 2026 51:09

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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

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

Play Episode Listen Later May 1, 2026 73:39

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

Play Episode Listen Later Apr 28, 2026 57:27

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

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

Play Episode Listen Later Apr 21, 2026 68:07

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600 A Claude Cowork SECURITY Guide for your Accounting Firm

Play Episode Listen Later Apr 17, 2026 72:09

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

Play Episode Listen Later Apr 14, 2026 60:22

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

Play Episode Listen Later Apr 10, 2026 75:04

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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

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

Play Episode Listen Later Apr 3, 2026 65:57

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

Play Episode Listen Later Mar 31, 2026 75:30

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

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593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]

Play Episode Listen Later Mar 25, 2026 58:07

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

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591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]

Play Episode Listen Later Mar 18, 2026 64:55

590 The 7 Things Your DESK Needs: An Accountant's Guide [The most important workspace decision for accountants]

Play Episode Listen Later Mar 10, 2026 69:44

589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]

Play Episode Listen Later Mar 6, 2026 58:57

588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]

Play Episode Listen Later Mar 5, 2026 79:53

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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

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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

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585 The Magic 3:1 Ratio in Accounting Firms

Play Episode Listen Later Feb 23, 2026 69:35

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584 Coaching 16 Accounting Firms on PRICING In 52 Minutes

Play Episode Listen Later Feb 20, 2026 52:14

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

Play Episode Listen Later Feb 19, 2026 39:33

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582 10 Accounting Firm HIRING Traps

Play Episode Listen Later Feb 18, 2026 69:23

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581 Computer Monitors - An Accountant's Guide

Play Episode Listen Later Feb 16, 2026 66:34

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580 Should Accountants Buy All-In-One Software?

Play Episode Listen Later Feb 13, 2026 44:43

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579 How 593 Accounting Firms Are Actively Using AI

Play Episode Listen Later Feb 11, 2026 78:12

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578 This DATA Proves The Value Of Your Accounting Firm

Play Episode Listen Later Feb 9, 2026 70:41

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577 Why LinkedIn Doesn't Work for Accounting Firms

Play Episode Listen Later Feb 6, 2026 74:32

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576 The Tech Modern Accounting Firms Are Buying In 2026

Play Episode Listen Later Feb 5, 2026 23:33

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575 Accounting Firm Referrals: The Complete Guide

Play Episode Listen Later Feb 4, 2026 69:58

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574 The Best AI Apps for Accounting Firm Marketing!

Play Episode Listen Later Feb 3, 2026 47:38

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573 This Accounting Firm Tech Is Dying ☹️

Play Episode Listen Later Feb 2, 2026 63:58

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572 Accountants Aren't Ready for THIS AI Tech

Play Episode Listen Later Jan 30, 2026 82:04

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571 The Email Every Accounting Firm Should Write

Play Episode Listen Later Jan 29, 2026 41:25

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570 How To Know If Your Accounting Firm Needs a Coach

Play Episode Listen Later Jan 28, 2026 74:12

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569 The Three Best Desk Upgrades for Accountants

Play Episode Listen Later Jan 23, 2026 71:49

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568 How Smart Accounting Firms Attract Better Clients

Play Episode Listen Later Jan 21, 2026 47:22

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567 This Accounting Firm Is OVER CAPACITY

Play Episode Listen Later Jan 19, 2026 35:39

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566 A Masterclass In Accounting Firm Proposals

Play Episode Listen Later Jan 16, 2026 59:17

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565 The One Sentence That Lands Better Clients

Play Episode Listen Later Jan 14, 2026 25:49

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564 Great Accounting Firm “Workflow”, Defined

Play Episode Listen Later Jan 12, 2026 27:02

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563 Profitable 1099 Work! A Guide for Accounting Firms

Play Episode Listen Later Jan 9, 2026 24:34

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562 Accounting Firms: Your New Year's Manifesto

Play Episode Listen Later Jan 8, 2026 6:08

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561 He Built the AI That Runs Your Accounting Firm

Play Episode Listen Later Jan 5, 2026 37:22

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560 TIME Management Advice for Accounting Firms

Play Episode Listen Later Jan 2, 2026 33:47

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