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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

Sep 29, 2026 LATEST EPISODE
weekdays NEW EPISODES
36m AVG DURATION
647 EPISODES

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Latest episodes from Jason Daily

647 AI Just Changed How We Should Run Our Accounting Firms [It's time to acknowledge the truth]

Play Episode Listen Later Sep 29, 2026 66:15

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649 I'm Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern accounting firms]

Play Episode Listen Later Sep 25, 2026 56:17

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645 8 Can't Miss Accounting Firm Events Happening in 2026 [The best events to close out the year]

Play Episode Listen Later Sep 22, 2026 50:38

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644 Recapping The Summer's Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]

Play Episode Listen Later Sep 18, 2026 59:01

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643 449 Accounting Firms That Are For Sale RIGHT NOW [The latest data about accounting firm valuations]

Play Episode Listen Later Sep 15, 2026 47:57

642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]

Play Episode Listen Later Sep 11, 2026 62:01

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641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]

Play Episode Listen Later Sep 8, 2026 60:41

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640 I Analyzed 5,000 Accounting Firm Sales - 9 Things To Know [We found some surprising trends]

Play Episode Listen Later Sep 4, 2026 52:46

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639 The 23 Types of Accounting Firm YOU Could Build [And when doing something different makes sense]

Play Episode Listen Later Sep 1, 2026 55:02

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638 Every Type of VC Accounting Firm Deal, Explained [And what's available to each size of firm]

Play Episode Listen Later Aug 28, 2026 56:44

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637 9 Apps Every Accounting Firm Needs (that aren't accounting apps) [These are required apps for accounting firms]

Play Episode Listen Later Aug 25, 2026 67:43

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636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let's throw out the bad strategies]

Play Episode Listen Later Aug 21, 2026 71:55

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635 There Are 4 Types Of Accounting Firm [Which of these are YOU?]

Play Episode Listen Later Aug 18, 2026 62:03

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634 This Is The Worst Case AI Scenario for Accounting Firms [How to prepare for what might come]

Play Episode Listen Later Aug 14, 2026 63:11

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633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your pricing!]

Play Episode Listen Later Aug 11, 2026 61:50

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632 How Every Accounting Firm Changes After 6 Employees [You must plan for this!]

Play Episode Listen Later Aug 7, 2026 49:12

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631 The Psychology Of Building A Successful Accounting Firm [What today's most successful accountants do different]

Play Episode Listen Later Aug 4, 2026 57:51

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630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]

Play Episode Listen Later Jul 31, 2026 55:07

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629 This Data Shows The TECH Accounting Firms Are Using [New data from the world's most advanced accounting firms]

Play Episode Listen Later Jul 28, 2026 54:30

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628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]

Play Episode Listen Later Jul 24, 2026 47:33

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627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)]

Play Episode Listen Later Jul 21, 2026 66:24

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626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing]

Play Episode Listen Later Jul 17, 2026 70:06

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625 Should Accounting Firms Build Their Own Software? [Actually.. here's where it makes sense]

Play Episode Listen Later Jul 14, 2026 75:49

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624 The Faster Client Onboarding Method [Where most firms waste time]

Play Episode Listen Later Jul 10, 2026 65:53

623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]

Play Episode Listen Later Jul 7, 2026 63:03

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622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn't Saying About The Future]

Play Episode Listen Later Jul 3, 2026 64:02

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621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]

Play Episode Listen Later Jun 30, 2026 62:12

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620 The Real Reason Clients and Staff Resist Change [Here's what to do about it]

Play Episode Listen Later Jun 26, 2026 54:57

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619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

Play Episode Listen Later Jun 23, 2026 56:48

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618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you're digging yourself a deeper hole]

Play Episode Listen Later Jun 19, 2026 53:47

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617 5 More AI Use Cases for Accounting Firms [Number three is incredible]

Play Episode Listen Later Jun 16, 2026 60:08

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616 Your Accounting Firm Pricing Is Broken (Here's how to fix it)

Play Episode Listen Later Jun 12, 2026 73:39

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615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]

Play Episode Listen Later Jun 9, 2026 59:00

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614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

Play Episode Listen Later Jun 5, 2026 68:04

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613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

Play Episode Listen Later Jun 2, 2026 64:14

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612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]

Play Episode Listen Later May 29, 2026 34:22

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611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]

Play Episode Listen Later May 26, 2026 55:46

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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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