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This Is Woman's Work with Nicole Kalil


1 Invite the Tiger to Tea: How to Turn Stress Into Strength with Dr. Rebecca Heiss | 340 36:14
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We’ve been told stress will kill us. That we need to yoga-breathe it away, book a retreat, or stuff it down with a pint of Ben & Jerry’s (using your car key as a spoon… iykyk). But what if stress isn’t the villain? What if it’s actually the fuel for our best work? This week, we’re joined by Dr. Rebecca Heiss — a stress physiologist, researcher, keynote speaker, and author of Springboard: Transform Stress to Work for You . She’s also the creator of the Fearless Stress Formula and has been recognized by the National Science Foundation for her groundbreaking research. Her mission? To help us stop fearing fear, stop fighting stress, and instead transform both into fuel for growth, performance, and purpose. Rebecca brings her science background together with real talk and humor, making the hard stuff (like stress) not only make sense but feel doable. She’s passionate about helping women shift out of survival mode and into a place of clarity, confidence, and community. Together, we dive into why stress isn’t something to eliminate but energy we can reframe, channel, and actually use to show up stronger. We explore: Why your “effortless, overwhelmed” game isn’t working The three steps to stop fighting stress and start using it How to “invite the tiger to tea” (yes, really) Why service and community are the real antidote to overwhelm The competitive advantage women have when it comes to stress Because friend, stress isn’t proof you’re broken. It’s proof you care. And when you learn to use it, it becomes your edge. Connect with Rebecca: Website: www.rebeccaheiss.com Book: https://a.co/d/6ReB5Nr IG: https://www.instagram.com/drrebeccaheiss/ Related Podcast Episodes The Stress Paradox: Why We Need Stress (and How to Make It Work for Us) with Dr. Sharon Horesh Bergquist | 294 How to Become Panic Proof with Dr. Nicole Cain | 269 Stress Less and Fear(Less) with Rebecca Heiss | 181 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…
Jason On Firms Podcast
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Manage series 3462006
Contenu fourni par Jason Staats. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jason Staats ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
…
continue reading
512 episodes
Tout marquer comme (non) lu
Manage series 3462006
Contenu fourni par Jason Staats. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jason Staats ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
…
continue reading
512 episodes
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Jason On Firms Podcast

1 512 How Overselling is Costing Accounting Firms Millions 20:30
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💵 Alex Hormozi’s new $100M Money Models here! https://www.amazon.com/100M-Money-Models-Make-Acquisition-com/dp/1963349156?sr=8-1-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY 💰 Today's Sponsors Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 511 Accounting Firm Service Breakdown: Tax Advisory 26:59
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library Tax strategy resources: 🧠 Coaching Groups Certified Tax Coach https://certifiedtaxcoach.org/ Solo Tax Coach https://solotaxcoach.com/ 🤓 Tech Solutions TaxPlanIQ https://www.taxplaniq.com/ Instead https://www.instead.com/ Corvee https://corvee.com/ Holistiplan https://www.holistiplan.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 510 What Accounting Firm Roles Will AI Replace? 36:39
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Stanford Tax https://stanfordtax.com/ Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 509 Why AI Is Making Spreadsheets Cool Again! 36:21
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Stanford Tax https://stanfordtax.com/ Karbon https://karbonhq.com/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 508 Accounting Firm Service Breakdown: Individual Tax Prep 35:29
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🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub: https://makershub.ai/ Stanford Tax: https://stanfordtax.com/ Ignition: https://www.ignitionapp.com/ Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 507 6 Ways To Increase the Value Of Your Accounting Firm 25:38
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🧰 Grab my FULL Service Library Template Here: https://jasononline.link/YSLPod 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 📹 Here’s the ChatGPT Agent video in question: https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 506 Today’s Fastest Growing Accounting AI: Is It Secure? 37:01
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Here’s the ChatGPT Agent video in question https://youtu.be/3O7T_g4wbq0?si=Y7AqvE7VeyYHZQbb Grab my FULL service library template here https://jasononline.link/TSLPod Video Description 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping 22:53
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Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ ClientHub https://www.clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 504 Have All The Good Accountants Launched Their Own Firm? 14:24
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 503 How This $1.7M Tax Firm Built Their Network 26:22
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 502 Accounting Firm Service Breakdown: Business Tax Preparation 23:48
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Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 501 How To 10X Your Accounting Firm! 27:55
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Check out the 10x book here! https://www.amazon.com/10x-Easier-Than-World-Class-Entrepreneurs/dp/140196995X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 500 This $100k Solo Bookkeeper Is Facing 5 Problems 26:19
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 499 Accounting Firm Service Breakdown: Bookkeeping 34:24
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Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 498 First Impressions: GPT-5 For Accounting Firms 45:19
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Ignition https://www.ignitionapp.com/ TeamUp http://hireteamup.com/jason Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 497 How To Get Accounting Clients to be More Responsive! 23:56
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Stanford Tax https://stanfordtax.com/ Catch Canopy and Jason on the road! August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 496 The MOST IMPORTANT Areas of your Accounting Firm To Work On 17:19
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 495 Stop Marketing Your Accounting Firm. Do This Instead 21:43
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Check out the book Simple Marketing For Smart People here https://www.amazon.com/Simple-Marketing-Smart-People-Customers-ebook/dp/B0CW1MQZXP?sr=8-1 My app recommendation database https://jasononfirms.com/apps My 30 AI prompts for meeting transcripts https://www.jasononfirms.com/ai-meeting-prompts My service library template https://www.jasononfirms.com/service-library 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://x.com/tryjasononline LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 494 Do Accounting Firms Need to Disclose AI Use to Clients? 19:57
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 493 The 5 Ways Accounting Firms Around The World Differ 21:43
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 492 What’s My Price to Coach An Accounting Firm? 29:29
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Canopy https://www.getcanopy.com/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 491 My Accounting Firm’s Biggest Hiring Mistake 17:36
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Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 490 I Wish Someone Had Shown Me These 6 Shortcuts 19:12
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My practice management system recommender https://www.jasononfirms.com/pmrec Dan Martell’s Buy Back Your Time https://www.amazon.com/Buy-Back-Your-Time-Unstuck/dp/059342297X?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 489 How Long Does It Take To Niche An Accounting Firm? 20:44
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Check out Geraldine’s book “Down to 40 Hours” here https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 488 There Are Only 3 Types of Accounting Firms 24:00
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Canopy https://www.getcanopy.com/ Catch Canopy and Jason on the road! July 31st - Austin, TX https://www.getcanopy.com/roadshow/austin August 1st - Dallas, TX https://www.getcanopy.com/roadshow/dallas August 7th - Minneapolis, MN https://www.getcanopy.com/roadshow/minneapolis August 8th - Boston, MA https://www.getcanopy.com/roadshow/boston 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 487 How To Get ChatGPT To Send You Accounting Clients 29:48
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 486 First Impressions: ChatGPT AGENT For Accounting Firms 32:54
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats ClientHub https://www.clienthub.app/ Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 485 The 6 Small Business Traps that Accounting Firms Fall Into 26:59
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Some of the resources I mentioned: My app recommendation database https://jasononfirms.com/apps My service library templates https://jasononfirms.com/service-library My 1040 workflow breakdown https://jasononfirms.com/1040 My AI prompts for your meetings https://jasononfirms.com/meeting-prompts Here’s that automated time tracker Rize https://rize.io/ To learn more about building offers check out Hormozi’s $100M Offers https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants MakersHub https://makershub.ai/ ClientHub https://www.clienthub.app/ Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 484 Tax Prep For Accounting Firms - The Workflow Masterclass 59:09
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Verito https://verito.com/ TeamUp https://www.hireteamup.com/jason Missive http://missiveapp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 483 Can AI Clone My Accounting Expertise? 29:19
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Take my avatar for a spin here https://www.delphi.ai/jasonstaats And give Delphi a try at https://www.delphi.ai/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Missive http://missiveapp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 482 How Accounting Firms Can Capitalize On Changing Legislation 29:23
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The powerful request tool Content Snare https://contentsnare.com/ Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors MakersHub https://makershub.ai/ Missive http://missiveapp.com/jason Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 481 Answering 14 Questions About Running Accounting Firms 46:01
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Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp https://www.hireteamup.com/jason Missive http://missiveapp.com/jason MakersHub https://makershub.ai/ Verito https://verito.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 480 13 Brutal Truths to be a Better Accounting Firm Owner 38:09
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp https://www.hireteamup.com/jason Verito https://verito.com/ Missive http://missiveapp.com/jason 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 479 9 Ingredients to Effective Change Management in Accounting Firms 29:47
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 478 An AI Security Primer for Accounting Firms 40:06
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Verito https://verito.com/ MakersHub https://makershub.ai/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 477 The State of Accounting Practice Management Systems 43:34
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year 34:05
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag Check out my app recommenations for accounting firms here https://jasononfirms.com/apps And here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_AgCJeQRzzl 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 475 Can One-Person Accounting Firms Existing in an Age of AI? 38:05
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Here’s that video on feedback loops https://youtu.be/E81SlFQte4E?si=nKX6GJB2JdM4MfeT Managing Oneself by Peter Drucker https://www.amazon.com/Managing-Oneself-Harvard-Business-Classics/dp/142212312X?sr=8-1 The Win Without Pitching Manifesto https://www.amazon.com/dp/1999523504/?bestFormat=true&k=the win without pitching manifesto 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ Verito https://verito.com/ Financial Cents https://hubs.li/Q02P4Fz40 Teams of two or more get 10% off of Financial Cents Team or Scale annual plan with this discount code: Jason10 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 474 Should The Next Generation of Accountants be Concerned? 18:30
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors TeamUp http://hireteamup.com/jason MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 473 Should Accounting Firms Grow Via Acquisition or Organically? 35:28
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/jason Verito https://verito.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A 1:01:20
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Learn more about the folks behind this event, PASBA, here! https://pasba.org/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Mercury https://mercury.com/jasononfirms Verito https://verito.com/ ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/jason Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 471 Should Accounting Firms Partner with Financial Planners? 27:34
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Holistiplan https://www.holistiplan.com/ Corvee https://corvee.com/ TaxPlanIQ https://www.taxplaniq.com/ TallyFor https://www.tallyfor.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Mercury https://mercury.com/jasononfirms Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/jason Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 470 The Most Impactful AI For Professional Services 34:11
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The AI assistant for this podcast https://www.delphi.ai/jasonstaats Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Mercury https://mercury.com/jasononfirms Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats ClientHub https://www.clienthub.app/ TeamUp http://hireteamup.com/jason Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 469 Ok But What If AI DOES Disrupt Accounting Firms? 34:52
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Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Karbon https://karbonhq.com/ Mercury https://mercury.com/jasononfirms ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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Jason On Firms Podcast

1 468 How To Know if your Accounting Firm is SYSTEMATIZED 33:33
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Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G 💰 Today's Sponsors Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats FinDaily https://findaily.io/ Karbon https://karbonhq.com/ Mercury https://mercury.com/jasononfirms Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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