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Jason On Firms
United States
Приєднався 31 січ 2021
My name is Jason Staats. I talk about how to run more profitable, calm accounting firms.
Adding Bookkeeping or Financial Planning to a Tax Firm
🗣️ Drop me a question, voice memo or video here! go.rlz.io/hello
💰 (Sponsor) Dial in that tax advisory service to be more profitable than ever with Corvee! corvee.com/
📃 Check out my newsletter for great new tech updates each week www.jasononfirms.com/newsletter
👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/
🫠 Stuck in a legacy firm? Over 100 progressive small firms are looking for accountants like you on my hiring platform: jason.careers/
💗 My accountant community: rlz.io/
💰 (Sponsor) Dial in that tax advisory service to be more profitable than ever with Corvee! corvee.com/
📃 Check out my newsletter for great new tech updates each week www.jasononfirms.com/newsletter
👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/
🫠 Stuck in a legacy firm? Over 100 progressive small firms are looking for accountants like you on my hiring platform: jason.careers/
💗 My accountant community: rlz.io/
Переглядів: 1 902
Відео
Better Document Management For Your Accounting Firm!
Переглядів 3 тис.День тому
📃 Join my email list to get the best accounting firm tech to your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Give that file management an upgrade with Canopy canopytax.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/
Time Saving EMAIL Tips for Accounting Firms
Переглядів 1,4 тис.День тому
📃 Check out my email newsletter to get fresh firm strategy ideas in your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Take the PAIN out of email with ✨Karbon✨ karbonhq.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 🫠 Stuck in a legacy firm? Over 100 progressive small firms are looking for accountants like you on my hiring plat...
8 Apps Every TAX Accounting Firm Needs 🖥️
Переглядів 2,4 тис.14 днів тому
📃 Check out my email newsletter to get tax tech updates delivered to your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Start getting paid better for tax advisory work with Corvee! corvee.com/ ⚒️ Tools featured in this vid: RC Reports rcreports.com/ Fireflies AI fireflies.ai/ Soraban soraban.com/ Stanford Tax stanfordtax.com/ SafeSend Gather safesend.com/ Perplexity www.perplexit...
6 Apps Every BOOKKEEPING Firm Needs 👀
Переглядів 4,1 тис.21 день тому
📃 Check out my email newsletter to get accounting tech updates delivered to your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Quit wasting half your day on email and get to triage-ing with KARBON karbonhq.com/ ⚒️ Tools featured in this vid: RightTool righttool.app/ Practice Protect practiceprotect.com/ Uncat uncat.com/ Ignition ignitionapp.com/ Anchor www.sayanchor.com/accountan...
How To Find Clients Who Aren’t Online!
Переглядів 844Місяць тому
🗣️ Drop me a question, voice memo or video here! go.rlz.io/hello 💰 (Sponsor) Dial in that tax advisory service to be more profitable than ever with Corvee corvee.com/ 📃 Check out my newsletter for great new tech updates each week www.jasononfirms.com/newsletter 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 🫠 Stuck in a legacy firm? Over 100 progr...
The 8 Mistakes I Made Choosing Accounting Firm Tech 😭
Переглядів 2,1 тис.Місяць тому
💡 Here's a tool I built to help you find the right practice management system for your firm www.jasononfirms.com/pmrec 💰 (Sponsor) If you're rolling a bill pay service headed into 2025, you NEED to check out what MakersHub is doing makershub.ai/ 📃 Check out my newsletter for great new tech updates each week www.jasononfirms.com/newsletter 👂 Get fresh ideas beamed into your brain every morning o...
How To Attract BETTER Clients To Your Firm
Переглядів 1,2 тис.Місяць тому
Drop me a question, voice memo or video here! 👉 go.rlz.io/hello 💰 (Sponsor) Build a juicy lead magnet that funnels into an automated service line with Liveflow! www.liveflow.io/dashboards 📃 Check out my newsletter for more practical AI solutions each week www.jasononfirms.com/newsletter 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 🫠 Stuck in a l...
The App To Automate Tax INTAKE in your Firm
Переглядів 2,7 тис.Місяць тому
📃 Join my email list to get the best accounting firm tech to your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Make that tax intake slicker than a greased pig at a county fair with StanfordTax stanfordtax.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/
The App That Just Made Financial Dashboards EASY
Переглядів 6 тис.Місяць тому
📃 Join my email list to get the best accounting firm tech to your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Upgrade those spreadsheets with a simple, templated dashboard courtesy of LiveFlow www.liveflow.io/dashboards 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/
The App Helping TAX Firms Reinvent Busy Season 👀
Переглядів 2 тис.Місяць тому
📃 Join my email list to get the best accounting firm tech to your inbox each week! www.jasononfirms.com/newsletter 💰 (Sponsor) Check out all the ways SafeSend can support your firm! safesend.com/ 👂 Get fresh ideas beamed into your brain every morning on my podcast jasondaily.transistor.fm/ 💗 My accountant community: rlz.io/
Build Your Accounting Firm's TAX Tech Stack!
Переглядів 6 тис.2 місяці тому
💡 Get a personalized practice management system recommendation here www.jasononfirms.com/pmrec ⚒️ Tools from this video: 🖥️ Practice Management Systems (use the picker above) TaxDome taxdome.com/ Firm 360 myfirm360.com/ Canopy canopytax.com/ Financial Cents financial-cents.com/ Karbon karbonhq.com/ Qount www.qount.io/ 1️⃣ Engage Ignition www.ignitionapp.com/ Anchor www.sayanchor.com/accountants...
The Strategy Behind Accounting Firms Who Go Viral
Переглядів 1,7 тис.2 місяці тому
Drop me a question, voice memo or video here! 👉 go.rlz.io/hello 💰 (Sponsor) Win stuff for not doing payroll (!) with ADP info.adp.com/make-the-switch? No purchase necessary, must be 21 or older; addl. eligibility criteria apply. Ends 10/31/24. 📃 Check out my newsletter for more practical AI solutions each week www.jasononfirms.com/newsletter 👂 Get fresh ideas beamed into your brain every mornin...
The Top 9 Platforms To Run An Accounting Firm in 2025
Переглядів 4,4 тис.2 місяці тому
Get your personalized PM recommendation here! 👉 www.jasononfirms.com/pmrec 🏆 My Favorite PMs for US Tax & Bookkeeping Firms: Qount www.qount.io/ Client Hub clienthub.app/ Firm 360 myfirm360.com/ Financial Cents financial-cents.com/ Keeper keeper.app/ Karbon karbonhq.com/ Uku getuku.com/ TaxDome taxdome.com/ Canopy canopytax.com/ 📃 Check out my newsletter for tech & strategy tips each week www.j...
The Secret to Using AI For Accounting Advisory
Переглядів 3,2 тис.2 місяці тому
Still getting started with AI? The first step is to create a responsible use policy! Grab my template here ua-cam.com/video/HoRbBtt_rh8/v-deo.htmlsi=VhSv0rIijAXH_FT3 💰 (Sponsor) Leverage the AI opportunity to deliver a hyper profitable bill pay practice with MakersHub! makershub.ai/ 📃 Check out my newsletter for more practical AI solutions each week www.jasononfirms.com/newsletter 👂 Get fresh i...
Small Accounting Firm Q&A! My Tips To Run A Better Practice
Переглядів 2,3 тис.2 місяці тому
Small Accounting Firm Q&A! My Tips To Run A Better Practice
Accountants: Here's How to Build A Custom Client Portal 👀
Переглядів 7 тис.2 місяці тому
Accountants: Here's How to Build A Custom Client Portal 👀
Advice For Every Accounting Firm That’s At Capacity
Переглядів 1,8 тис.2 місяці тому
Advice For Every Accounting Firm That’s At Capacity
Accountants: Give This Away FOR FREE
Переглядів 2,9 тис.3 місяці тому
Accountants: Give This Away FOR FREE
This App Automates Your Monthly QuickBooks Entries!
Переглядів 2,5 тис.3 місяці тому
This App Automates Your Monthly QuickBooks Entries!
A Guide to Scheduling Apps for Accounting Firms
Переглядів 1,8 тис.3 місяці тому
A Guide to Scheduling Apps for Accounting Firms
Have S-Corp Clients? Your Firm Needs This App
Переглядів 2,7 тис.3 місяці тому
Have S-Corp Clients? Your Firm Needs This App
9 Live Events in 2024 for ACCOUNTANTS 😲🤓
Переглядів 1,1 тис.3 місяці тому
9 Live Events in 2024 for ACCOUNTANTS 😲🤓
Run a Big Accounting Firm? You Need THIS
Переглядів 2,2 тис.3 місяці тому
Run a Big Accounting Firm? You Need THIS
Awarding the best accounting memes of 2024 so far
Переглядів 9343 місяці тому
Awarding the best accounting memes of 2024 so far
Another 8 Apps For Your Accounting Firm (2024)
Переглядів 4,7 тис.4 місяці тому
Another 8 Apps For Your Accounting Firm (2024)
This App Makes Selling Tax Advisory Work Easy
Переглядів 4,3 тис.4 місяці тому
This App Makes Selling Tax Advisory Work Easy
Swipe This AI Usage Policy for Accounting Firms 👆
Переглядів 1,7 тис.4 місяці тому
Swipe This AI Usage Policy for Accounting Firms 👆
The Most Flexible App to Gather Info From Clients
Переглядів 3,1 тис.4 місяці тому
The Most Flexible App to Gather Info From Clients
8 More Apps For Your Accounting Firm (Fall 2024)
Переглядів 2,3 тис.4 місяці тому
8 More Apps For Your Accounting Firm (Fall 2024)
Thank you for naming my problem and the solution.
Being new to this field, Recommendations 1 & 2 did not strike an accord with me. But I can see how Keeper (#3) would be insanely useful. Thanks.
Hello I'm an accountant for about 9 years now and seeking to get my CPA I'm in Florida a mama and wife and plan to open my LLC for my accounting firm next year would love to connect to others ❤
The single person is the quarterback
Jason, are you familiar with TaxWise? Have you heard any feedback on this software? It looks pretty promising and they've brough 1065 and 1120S online for 2024. 🤔
I'm going into my third tax season using Stanford Tax. I was about to build a tax organizer form in my new CRM and immediately realized that would be INSANE. The moment I found ST a couple of years ago I knew it was exactly what I needed.
famglezvideo
Days of the week - Adam’s Family (Dr. Jean)
VeggieTales CARTOON THEME SONG SEGA GENESIS REMIX V2
SATURDAY
FRIDAY
THURSDAY
WEDNESDAY
TUESDAY
MONDAY
SUNDAY
Days of the Week Song
SATURDAY
FRIDAY
THURSDAY
WEDNESDAY
TUESDAY
MONDAY
SUNDAY
Days of the Week Song
SATURDAY
FRIDAY
THURSDAY
WEDNESDAY
TUESDAY
MONDAY
SUNDAY
Days of the Week Song
🐷 OINK OINK OINK OINK
Oink Oink Oink Oink 🐖
That's got to be Logan's firm, isn't it?
Man your videos are valuable and entertaining!!!
🤜🤛
Sometimes being small and making a living is the good way to live a happy stress free life.
what does the facebook community called? I wanna join
facebook.com/groups/righttoolpro/
You forgot to talk about FINRA. You will want to look at whether you keep Tax and Wealth Mgmt in separate entities because if you don't, any marketing you do for taxes has to get approved by FINRA. Do you want that headache?
Yep most people run them as separate entities for this reason, but more in-the-weeds than we usually get here
I’m very confused. Where I came from as an accountant. Taxes and bookkeeping are peanut butter and jellly. But apparently I am running a niche practice now.
You say that but my son will only have peanut butter on his toast
We use a proactive coordinator in our firm.
That bot comment only proves how powerful adding Bookkeeping to a tax firm is, 45k in 7 weeks is quite the upsell.
Super helpful with a HILARIOUS twist!!! 😂😂😂
Thumbnail: "Perm 🚫???" I am telling 1990 Julia Roberts what you said about her hairstyle.
Your videos are incredibly helpful. Please keep sharing such valuable content. Thank you!
Jason you are by far, the most under-appreciated tax guy on youtube. Keep doing what you're doing, to keep us efficient and sane! 🙂
🙂
I spend a lot of time on hold with the IRS as part of my job, so you have no idea how refreshing it is to hear this
I love Firm360 but I’m a solopreneur sooooo I need something else
Just bought her book ❤