Jason On Firms Podcast
Episodes
630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]
Jason Stats explores optimizing client information gathering through portals, contrasting effective automation with common pitfalls like lazy requests.
629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms]
Jason analyzes tech stacks from 900 progressive accounting firms, revealing practice management trends across firm sizes and highlighting top tools like RightTool and Canopy.
628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]
Jason explores 13 ways to leverage admin staff for tasks like information gathering and email management to free up professional time.
627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)]
Jason discusses overcoming professional invisibility through specific personal branding to secure career relevance amid AI advancements.
626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing]
Jason shares how he scaled from $100 to $50,000 monthly engagements by positioning firms as full accounting departments for niche industries.