I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Host Mike Maples Jr. from venture capital firm Floodgate offers lessons from the rare startup super performers ā BEFORE they were successful. Pattern Breakers features interviews with some of Silicon Valleyās most legendary entrepreneurs and thought leaders, including Netscape co-founder Marc Andreessen, LinkedIn founder Reid Hoffman, Instagram founders Kevin Systrom and Mike Kreiger, business maverick Mark Cuban, and Shopify co-founder Tobi Lütke.
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Welcome to Payroll Profits, the podcast dedicated to helping entrepreneurs transform their payroll service offering. Hosted by Tyler Winn CPA, a seasoned accountant and payroll entrepreneur, this podcast is tailored specifically for accountants who are ready to make payroll a thriving part of their practice. Join Tyler as he delves into actionable strategies, best practices, and expert insights designed to empower entrepreneurs to streamline their payroll offerings and maximize profitability ...
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The Chronicles of Outsourcing - Accounting, Taxation & Payroll by Initor Global UK is focused on case studies of Accounting firms' challenges and solutions. Initor Global UK Services was established in 2006 with the vision of being a platinum global Accounting company. We have a comprehensive range of āSupport Accountantsā services and Remote Staffing Solution Services which are utilized by reputed EA Firms, ACCA Firms, FCCA Firms and Bookkeeping Firms.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Co-founders of the Bryson Law Firm, Cary and Angela Bryson, have over 40 years of combined legal experience in Louisiana and Texas and have built a thriving and successful law firm that aids their fellow āLoosianansā and Texans when it comes to the complicated realm of taxes. Together with the help of their roots, experience, and deep insight, they break down topics such as bank levies, lien assistance, tax resolution, payroll, and more on their podcast Talkin' Tax for anyone who needs a lit ...
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Hello, thanks for stopping by - I am your host Yasmine belle, founder & CFO of Belle Capital Management, inc., a full charge accounting firm, in Los Angeles, CA. My mission on this channel is to bring financial information that will help grow your business, and hopefully trigger a few questions to make better business decisions. Because "to receive the answers you seek - you must first ask the right questions". As a CFO, we propel a culture of security, and do not limit the focus on revenue, ...
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Discover strategies, tips and secrets for running a fun, flexible and profitable architecture practice. The focus here is simple: discussion of ways for architects to create a dream architecture practice: design what you want, when you want, and get paid well for it.
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A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private c ...
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461 The Only Payroll Software Accounting Firms Should Use
27:23
27:23
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27:23š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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2311: Investing Like Warren Buffett | Unlocking Wealth Through Boring Real Estate
43:58
43:58
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43:58Jason talks about the increase in customs revenue under Trump's policies, highlighting a significant rise from $4 billion in 2015 to $22.3 billion, though he noted it would not solve government debt issues. He predicted a likely decrease in interest rates due to the disappearance of the inflation threat, which could lead to a surge in home buyers, ā¦
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465 Intuit Stealing Accounting Clients - Good or Bad?
32:48
32:48
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32:48Hereās a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951 š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ 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 ā¦
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1
Tired of Scraping By While Developers Get Rich? Listen to This | EP636
51:26
51:26
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51:26Many architects dream of doing their own developments, but the fear of financial risk, inexperience with construction, and lack of support can stop them before they start. Becoming your client sounds empowering until you're staring down zoning codes, contractor bids, and bank meetings. In this episode, architect and developer Kevin Hittle shares hoā¦
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464 Roasting The Tech Stacks of 3 Accounting Firms
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40:49Hereās the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Joinā¦
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2310 FBF: Creation vs. Evolution with Dr. Geoffrey Simmons of the Discovery Institute Center for Science & Culture
49:13
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49:13This Flashback Friday is from episode 210 published last April 24, 2011. Jason talks with Dr. Geoffrey Simmons, a physician who is Board-certified in Internal Medicine and Disaster Medicine. He has a B.S. in Zoology and has completed the course work for a Masters degree in Microbiology. Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/Jasoā¦
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463 Follow These Steps to turn around ANY Accounting Firm!
1:04:27
1:04:27
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1:04:27Hereās the original vid on the main channel https://youtu.be/4A9QpH9LpIM And the service library template I mentioned while talking systemization https://www.jasononfirms.com/service-library š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the nextā¦
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2309: Strong Rental Market Demand, The Age of Bitcoin and the Coming Ai Disruptions with Mark Moss
48:32
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48:32Jason provides insights into the current real estate market conditions and investment opportunities, particularly noting trends in rental rates and the potential for note investments. Jason examines the impact of economic uncertainty on rental trends and predicts future pressures on rental prices due to increased demand and institutional investor iā¦
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462 Breaking Down a 2 Person $600k/yr Accounting Firm
33:52
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33:52Complete this form, and we'll share valuable insights on what else you can do: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeā¦
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3 Weeks From Payroll Panic? Fixing a Cash Flow Crisis Fast | EP635
23:03
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23:03When your pipeline dries up, clients vanish without paying, and payroll is looming with no cash in sightāwhat do you do? In this episode, we dive into a real-life scenario where an architecture firm faces a $52K quarterly loss, $215K in overdue invoices, and only three weeks of cash left. What happens when your firm hits a financial wallāhardāand yā¦
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2308 FBF: Crash of the Titans: Greed, Hubris and The Fall of Merrill Lynch and the Near Collapse of Bank of America with Author Greg Farrell
56:43
56:43
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56:43This Flashback Friday is from episode 257 published last May 1, 2012. Jason Hartman is joined on this episode by Greg Farrell, author of Crash of the Titans: Greed, Hubris, The Fall of Merrill Lynch, and the Near Collapse of Bank of America, for a discussion of the economic crash and the resulting bailouts, as well as some of the inside dealings wiā¦
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460 This Is THE PERFECT Accounting Firm Client
18:12
18:12
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18:12Here was that post with a bunch of niche ideas: https://www.linkedin.com/posts/jstaats_accounting-firm-specialization-of-the-week-activity-7327709153290792962-wQgW š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasonoā¦
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2307: No Monthly Payments: Your Guide to Home Equity Agreements (HEA)
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39:45Jason introduces Home Equity Investments (HEI), a growing industry where companies buy a portion of homeowners' equity, awaiting a future liquidity event like a sale or refinance, without requiring monthly payments. Hartman views this as a significant indicator of institutional investors' bullish outlook on residential real estate, similar to "builā¦
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459 Simple Video Advice for Accounting Firms
36:43
36:43
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36:4330 AI prompts for your meeting transcripts: https://docs.google.com/spreadsheets/d/1YrrD99p4ngiw8FAc9A4FWKwjAIJIHfxfbCH70NMGdt8/edit?usp=sharing Let me know what else I should build some prompt templates for š š¾ Software Loom https://loom.com/ Descript https://descript.com/ š„ Hardware Elgato Facecam https://www.elgato.com/us/en/p/facecam-mk2 Neewerā¦
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No Trust Fund. No MBA. Just a Hustling Designer Who Developed a 3-Unit Project | EP634
46:18
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46:18What happens when a young designer stops waiting and just starts building? In this episode, we meet Shane Curryāa 30-year-old designer who decided to take the leap into development, without a roadmap, and without waiting for the perfect moment. What followed is a story of risk, grit, and surprising wins in one of the most expensive housing markets ā¦
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458 This Is How You Find A More Profitable Client
29:15
29:15
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29:15š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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2306 FBF: Free Markets vs Big Government with Steve Forbes Editor-in-Chief of Forbes Media and Author of āFreedom Manifestoā
38:30
38:30
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38:30This Flashback Friday is from episode 302, published last February 25, 2013. Jason Hartman is joined on this episode by Steve Forbes, the editor in chief of Forbes Media, to propose and attempt to answer the question: Why does government get bigger and bigger when we know it doesnāt work well? Mr. Forbes states that history proves free markets workā¦
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457 Why Better Clients Arenāt Finding Your Firm
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30:50š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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2305: The US Economic Ponzi Scheme: Avoiding Collapse and the Path to Stability with Les Rubin
30:15
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30:15Today Jason covers a few key real estate investing strategies. He emphasizes the importance of leveraging properties with high loan balances for inflation-induced debt destruction and better insurance claim handling. He advises against paying off mortgages, highlighting tax benefits and the "refi till you die" plan. He introduces the concept of a "ā¦
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456 The Most Important Software Tax Firms Will Buy!
32:45
32:45
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32:45š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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1
Build Wealth Without More Clients: The Architecture Hack No One Talks About
57:39
57:39
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57:39Many architects dream of launching their own firm, but few do it with the level of preparation and insight that Matthew Arnold brings to the table. After nearly 15 years at a celebrated architecture practice, Matthew made a bold move, one inspired by a surprising encounter with two iconic projects in the Arizona desert. What followed was a shift noā¦
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455 The Ultimate Hack to Build Your Client Network
33:56
33:56
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33:56š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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2304 FBF: Nominal Dollars vs Real Dollars & Understanding Investor Psychology with Investment Counselor Sara
1:26:25
1:26:25
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1:26:25This Flashback Friday is from episode 304 published last Mar 6, 2013. Jason talks with investment counselor, Sara, about investor psychology, overcoming obstacles and getting out of our own way. The smoke-and-mirrors propaganda perpetuated by mainstream media (lamestream media as Sarah Palin says) in reporting the new high in the Dow Jones Industriā¦
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454 Do I Regret Selling My Accounting Firm?
33:35
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33:35š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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2303: Navigating Today's Real Estate Market: Insights for Investors, The Housing Shortage and Your Investment Opportunities
40:44
40:44
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40:44Jason talks about the current state of the housing market, emphasizing that there is no housing crash due to the low number of financially distressed homeowners. He shared updated statistics from the US Census Bureau, indicating that 39.8% of homeowners have no mortgage, and 65% have mortgages at or below 4%. Jason also highlighted the oversupply iā¦
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453 Revamping A 4 Partner Accounting Firm
37:36
37:36
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37:36š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.linkā¦
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452 A New Way to Deliver Financials To Your Clients With AI
47:39
47:39
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47:39Learn more about NotebookLM here https://notebooklm.google/ Hereās the first prompt I used: You're two CFOs breaking down a company's last month performance. Have a lively + enlightening conversation about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resourceā¦
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1
How Passion and Process Built a Thriving Global Firm
1:06:34
1:06:34
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1:06:34In this episode of Business of Architecture, we meet Tima Bell, founder of Bell Design Groupāa firm with global reach and an unexpected twist on what it means to practice architecture. With studios across Los Angeles, Madrid, and Argentina, Tima shares how his journey from hospitality design to managing a 50+ person team has shaped a unique approacā¦
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1
Jake Knapp: The Founderās Guide to Product-Market Fit
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41:10For startups in the zero to one phase, finding product-market fit isn't everything. Itās the only thing. And there are few people in the entrepreneurial world better at solving the product-market fit puzzle than Jake Knapp, who helped build Microsoft Encarta and Gmail, co-founded Google Meet, and has advised teams at Miro, Slack, LEGO and NASA on pā¦
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2302 FBF: America's Economic Outlook said John Mauldin Author and Publisher of āThoughts From the Frontlineā
1:07:41
1:07:41
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1:07:41This Flashback Friday is from episode 298, published last February 4, 2013. On this show, Jason Hartman talks with one of his investment counselors about current events, welcomes a guest caller and also brings to our listening audience the economic outlook from renowned financial expert, John Mauldin. Mauldin discusses āspending rearrangementā, a rā¦
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451 The Best Ledger Software for Accounting Firms
31:08
31:08
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31:08My full list of accounting firm app recommendations š¾ https://jasononline.link/5d0fbe š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to the next level. Joiā¦
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2301: From Speculation to Stability: Building Wealth with Buy & Hold and Self-Management
48:14
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48:14Jason discusses real estate investing, highlighting current market conditions where a slight home sales increase is overshadowed by affordability issues due to higher mortgage rates. He argues that the "in irons" market, characterized by modest price appreciation, benefits rental property owners through steady cash flow and increasing rents due to ā¦
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450 The WILDEST Tech Stack Iāve Ever Seen in an Accounting Firm
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30:50Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag š My recommendations (or not) of 100+ Apps for Accounting Firms: https://jasononline.link/zxk š Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F š¤ Make the connections to take your firm to thā¦
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1
Forget ClientsāBuild What You Want and Own It Too
1:06:22
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1:06:22Architects often feel stuck in a cycle of underpaid work, long hours, and limited creative controlāespecially when dealing with the pressures of traditional practice. Many wonder if thereās another path, one that offers both freedom and financial reward without leaving architecture behind. In this episode of the Business of Architecture podcast, Riā¦
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449 Watch This if youāre Trying To Hire an Accounting Unicorn
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23:23Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkM Check out this app database https://www.jasononfirms.com/apps āļø Check out Jasonās weekly email newsletter https://www.jasononfirms.com/newsletter š¤ Join 500+ other tax & bookkeeping firm owners in Jasonās private community https://www.rlz.io/ š° Today's Sponsors TeamUā¦
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2300 FBF: Paula White: Donald Trump's Faith Advisor on the President's Deep Faith
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27:46This Flashback Friday was published last June 17, 2020 on YouTube. Pastor Paula White shares what it is like to advise Donald Trump on faith and explains the President's surprising deep faith that she discovered while working with him for 19 years. Paula gives viewers some advice on how to think about whatās occurring in our world, and to reckon wiā¦
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1
The (Surprising) Essential Skill for Architecture Firm Freedom
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44:12Running an architecture firm can feel like being stuckāoverwhelmed, overworked, and unsure how to get free. In this episode, Geoff Hoover, principal at Business of Architecture, shares whatās really holding firms back. Geoffās path from engineering to sales and lifeguarding has given him a unique ability to spot the hidden issues firm owners often ā¦
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448 How Much Should Firms Increase Prices Each Year?
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32:09āļø Check out Jasonās weekly email newsletter https://www.jasononfirms.com/newsletter š¤ Join 500+ other tax & bookkeeping firm owners in Jasonās private community https://www.rlz.io/ š° Today's Sponsors TeamUp http://hireteamup.com/jason ClientHub https://www.clienthub.app/ Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staats š£ļøā¦
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