Best Jason Staats Podcasts (2025)

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Dave Spence: Turning Tax Planning into Financial Freedom 28:55

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24m ago28:55

28:55

In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and wealth management. With six years in public accounting, 18 years at AXA Advisors, and 15 years at LPL Financial, Dave brings a unique perspective on the intersection of tax …

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Ons brein en het kwaad | Neurowetenschapper Inti Brazil en filosoof Marcel Becker 1:07:23

24h ago1:07:23

1:07:23

Verschillen de hersenen van psychopaten veel van die van de gemiddelde mens? Waarom doen mensen kwaadaardige dingen? Ieder mens is in staat om kwaadaardige dingen te doen, maar de één heeft er minder moeite mee dan de ander. Hoe werkt dat in je hersenen? En wanneer is iets eigenlijk echt kwaadaardig? Leer van neurowetenschapper Inti Brazil en filos…

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Black Holes and the Infinite Universe | Skywalk audio tour with astronomer Béatrice Bonga | ENG 10:25

1d ago10:25

10:25

What do you see when you look up? From the roof of St. Stephen's Church, you not only have a beautiful view of the city, but also of the infinitely beautiful sky. In the audio tour by astronomer Béatrice Bonga, she takes you on a journey through space to the black hole at the centre of our galaxy. Which planets can you see from the roof? And how do…

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Zwarte gaten en het oneindige heelal | Skywalk audiotour door sterrenkundige Béatrice Bonga | NL 11:37

1d ago11:37

11:37

Wat zie je als je naar boven kijkt? Vanaf het dak van de Stevenskerk zie je niet alleen de stad mooi liggen, maar is ook de hemel oneindig mooi. In de audiotour van sterrenkundige Béatrice Bonga neemt ze je mee op een ruimtereis naar het zwarte gat in het midden van ons melkwegstelsel. Welke planeten zie je vanaf het dak? En hoe werkt een zwart gat…

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516 What Accounting Firms Should Prioritize Before 12/31 46:15

2d ago46:15

46:15

🤝 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 👉 Download my free app database + tech stack planner: https://jasononline.link/D525 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 📌 Join my newsletter t…

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515 Marketing Pro Explains: How Accounting Firms Can Get Ahead 47:51

5d ago47:51

47:51

Check out Karen’s workshop series here! https://wearepf.com/accelerator/ Also Karen has an excellent book about marketing your firm https://www.amazon.com/Accountant-Marketer-Structured-Approach-Attract/dp/B0CVLFJG31?sr=8-1 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connecti…

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Wij eisen de nacht op | AC genderhistoricus Marloes Hülsken en socioloog Katia Begall 30:30

5d ago30:30

30:30

Wat is er voor nodig om de wereld veiliger te maken voor vrouwen? Welke verantwoordelijkheden hebben mannen hierin? Wat is de beweging Wij eisen de nacht op? En waarom komt deze beweging nú op? Luister naar genderhistoricus Marloes Hülsken en socioloog Katia Begall over geweld tegen vrouwen, de rol van de politiek en structurele verandering. Wij ei…

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Brief History of a Family. Eenkindpolitiek in China | Film en Gesprek met Tim Riswick en Femke Takes 35:29

5d ago35:29

35:29

Hoe zien we de gevolgen van de eenkindpolitiek terug in het hedendaagse China? De Chinese overheid voerde in 1979 de eenkindpolitiek in om de bevolkingsgroei af te remmen. Het krijgen van een tweede kind werd strafbaar. Luisteren naar de inleiding en het gesprek van historicus Tim Riswick en filosoof Femke Takes over de achtergronden van de eenkind…

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514 What I Learned Going Through 42 Accounting Firm Websites 25:21

7d ago25:21

25:21

📌 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 👉 Download my free app database + tech stack planner: https://jasononline.link/D521 🧰 Gra…

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513 8 Sneaky Limiting Beliefs Holding Back Accounting Firms 31:31

9d ago31:31

31:31

🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 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 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F…

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512 How Overselling is Costing Accounting Firms Millions 20:30

12d ago20:30

20:30

📌 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-Ma…

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The Power of Listening: Michael Ly on Transforming Sales in Accounting 32:19

14d ago32:19

32:19

Summary In this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discuss…

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511 Accounting Firm Service Breakdown: Tax Advisory 26:59

14d ago26:59

26:59

🧰 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 …

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510 What Accounting Firm Roles Will AI Replace? 36:39

16d ago36:39

36:39

🧰 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…

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509 Why AI Is Making Spreadsheets Cool Again! 36:21

19d ago36:21

36:21

🧰 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…

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508 Accounting Firm Service Breakdown: Individual Tax Prep 35:29

21d ago35:29

35:29

🧰 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…

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507 6 Ways To Increase the Value Of Your Accounting Firm 25:38

23d ago25:38

25:38

🧰 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 th…

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506 Today’s Fastest Growing Accounting AI: Is It Secure? 37:01

26d ago37:01

37:01

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…

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Kane Polakoff: Scaling CAS with People, Process, and Platforms 22:31

28d ago22:31

22:31

In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the cr…

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505 Accounting Firm Service Breakdown: CLEAN-UP Bookkeeping 22:53

28d ago22:53

22:53

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 💰…

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504 Have All The Good Accountants Launched Their Own Firm? 14:24

1M ago14:24

14:24

📌 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:/…

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503 How This $1.7M Tax Firm Built Their Network 26:22

1M ago26:22

26:22

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: ht…

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502 Accounting Firm Service Breakdown: Business Tax Preparation 23:48

1M ago23:48

23:48

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 💰…

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501 How To 10X Your Accounting Firm! 27:55

1M ago27:55

27:55

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: htt…

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500 This $100k Solo Bookkeeper Is Facing 5 Problems 26:19

1M ago26:19

26:19

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: ht…

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Ryan Lazanis: Building a Future-Ready Accounting Firm 25:46

1M ago25:46

25:46

In this episode, KC Brothers interviews Ryan Lazanis, founder of FutureFirm, discussing the challenges accountants face in building scalable practices. Ryan shares his journey from running an online accounting firm to coaching others on achieving freedom and growth in their businesses. The conversation covers the importance of lifestyle, the role o…

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499 Accounting Firm Service Breakdown: Bookkeeping 34:24

1M ago34:24

34:24

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 💰…

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498 First Impressions: GPT-5 For Accounting Firms 45:19

1M ago45:19

45:19

📌 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…

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497 How To Get Accounting Clients to be More Responsive! 23:56

2M ago23:56

23:56

📌 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…

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496 The MOST IMPORTANT Areas of your Accounting Firm To Work On 17:19

2M ago17:19

17:19

📌 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…

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495 Stop Marketing Your Accounting Firm. Do This Instead 21:43

2M ago21:43

21:43

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…

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494 Do Accounting Firms Need to Disclose AI Use to Clients? 19:57

2M ago19:57

19:57

📌 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…

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493 The 5 Ways Accounting Firms Around The World Differ 21:43

2M ago21:43

21:43

📌 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…

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492 What’s My Price to Coach An Accounting Firm? 29:29

2M ago29:29

29:29

📌 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/…

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491 My Accounting Firm’s Biggest Hiring Mistake 17:36

2M ago17:36

17:36

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://jasono…

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490 I Wish Someone Had Shown Me These 6 Shortcuts 19:12

2M ago19:12

19:12

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. Jo…

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Adam Lean: Accounting with Impact, How to Become Indispensable 25:27

2M ago25:27

25:27

In this episode, KC Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the importance of cash flow for business success and how many business owners lack the financial knowledge to navigate their companies effectively. He emphasizes the need for accountants…

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489 How Long Does It Take To Niche An Accounting Firm? 20:44

2M ago20:44

20:44

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 fi…

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488 There Are Only 3 Types of Accounting Firms 24:00

2M ago24:00

24:00

📌 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/ Catc…

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487 How To Get ChatGPT To Send You Accounting Clients 29:48

2M ago29:48

29:48

📌 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/ C…

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Jason Staats: AI, finding your niche, and leveling up your tech stack 47:43

2M ago47:43

47:43

In this engaging webinar turned into podcast, Jason shares insights on how accounting firms can grow and thrive in a rapidly changing landscape. He emphasizes the importance of specialization, the impact of AI, and the need for firms to adapt to market trends. The conversation covers common pitfalls, the role of private equity, and strategies for e…

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486 First Impressions: ChatGPT AGENT For Accounting Firms 32:54

2M ago32:54

32:54

📌 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.c…

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485 The 6 Small Business Traps that Accounting Firms Fall Into 26:59

2M ago26:59

26:59

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.i…

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484 Tax Prep For Accounting Firms - The Workflow Masterclass 59:09

2M ago59:09

59:09

📌 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 http…

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483 Can AI Clone My Accounting Expertise? 29:19

2M ago29:19

29:19

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…

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Tanya Baber: Empowering Teams in Tax Accounting 24:01

2M ago24:01

24:01

In this episode, KC Brothers interviews tax expert Tanya Baber, who shares her journey from a solo practitioner to leading a successful accounting firm. Tanya discusses her unique approach to work-life balance, empowering her team, and optimizing client experiences. She emphasizes the importance of continuous learning and adaptation in the ever-evo…

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482 How Accounting Firms Can Capitalize On Changing Legislation 29:23

2M ago29:23

29:23

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 pri…

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481 Answering 14 Questions About Running Accounting Firms 46:01

3M ago46:01

46:01

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=k…

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Missile Attacks on Iran. What Are the Consequences? | Bertjan Verbeek and Nora Stel 43:00

3M ago43:00

43:00

NL volgt ENGOn June 13, 2025, the world was shocked by Israel's attack on Iran. In addition to complexes of the Iranian atomic program, leading scientists from the nuclear program and senior military officers were also targeted by the airstrikes. This was the beginning of missile attacks back and forth in which the U.S. also bombed Iran. Why is thi…

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480 13 Brutal Truths to be a Better Accounting Firm Owner 38:09

3M ago38:09

38:09

📌 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…