Shows
Jason On Firms Podcast547 Is Offshoring RUINING Small Accounting Firms?đ Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83zđ Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84hâď¸ Leave me a voicemail at (1)516-980-4968!In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build onshore and offshore teams in a healthier way, and what work...
2025-12-0134 minJason On Firms Podcast538 Coaching 6 Accounting Firms in 47 Minutesđ Iâm hitting the road to host live events for firm owners ready to connect, learn, and share whatâs working. Reserve your seat: https://jason.link/vgmđ Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/o00âď¸ Leave me a voicemail at (1)516-980-4968!In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. Youâll learn why referrals alone hold you back, how to pick workflow tools that actually save time, and how to build tiered pro...
2025-11-1247 minJason On Firms Podcast535 Common Mistakes In Accounting Services ProposalsđLooking to connect with other firm leaders in person? Iâll be hosting events in cities across the country. Save your spot here! jason.link/s87 đ Join my newsletter for weekly insights, tools, and AI updates made for accounting pros: jason.link/jav âď¸ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. Youâll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team. đ° Today's Sp...
2025-11-0539 minJason On Firms Podcast534 The Recent AI Updates Accounting Firms Need To Seeđ Letâs keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh đ¤ Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chadâs monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a đ Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/ Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in a...
2025-11-0350 minJason On Firms Podcast533 How To Make Attending An Accounting Conference Worthwhileđ¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc đ Join me at one of my upcoming events: jason.link/908 âď¸ Leave me a voicemail at (1)516-980-4968! đ° Today's Sponsors ClientHub: https://www.clienthub.app/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats đŁď¸ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
2025-10-3140 minJason On Firms Podcast531 How To Manage TASKS In Your Accounting Firmđź My practice management system recommendâŚer: jason.link/00v đ My service library resources: jason.link/9k9 Hungry for that transformational in-person connection? đ Join me at one of my upcoming events: jason.link/low đ Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno âď¸ Leave me a voicemail at (1)516-980-4968! đ° Today's Sponsors Client Hub: http://clienthub.app/ Keeper: https://keeper.app StanfordTax: https://stanfordtax.com/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats đŁď¸ Continue the discussion on social! X https://twitter.com/jaso...
2025-10-2735 minJason On Firms Podcast484 Tax Prep For Accounting Firms - The Workflow Masterclassđ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9Fđ¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3Gđ° Today's SponsorsMakersHub https://makershub.ai/Verito https://verito.com/TeamUp https://www.hireteamup.com/jasonMissive http://missiveapp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMercury https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryfo...
2025-07-1859 minJason On Firms Podcast481 Answering 14 Questions About Running Accounting FirmsGrab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anythingThe video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGGCheck out the AI assistant for this podcast! https://www.delphi.ai/jasonstaatsMy guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=ktGVlzuAODM8TSu9đ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9Fđ¤ Make the connections to take your firm to the next level. Join my privat...
2025-07-1146 minJason On Firms Podcast452 A New Way to Deliver Financials To Your Clients With AILearn more about NotebookLM here https://notebooklm.google/Hereâs 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 resource for the client (the biz owner). Be complementary to my firm + the service we're providing the client. When discuss changes to the balance sheet or profit and loss reference the driving transactions for the change from the general ledger.An...
2025-05-0647 minJason On Firms Podcast451 The Best Ledger Software for Accounting FirmsMy full list of accounting firm app recommendations đž https://jasononline.link/5d0fbeđ My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxkđ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9Fđ¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3Gđ° Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com/ClientHub https://www.clienthub.app/Cloud Accountan...
2025-05-0231 minJason On Firms Podcast450 The WILDEST Tech Stack Iâve Ever Seen in an Accounting FirmComplete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agđ My recommendations (or not) of 100+ Apps for Accounting Firms:https://jasononline.link/zxkđ Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9Fđ¤ Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners:https://jasononline.link/x3Gđ° Today's SponsorsClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staat...
2025-04-3030 minJason On Firms Podcast448 How Much Should Firms Increase Prices Each Year?âď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-04-2532 minJason On Firms Podcast446 How This $500k/yr Tax Firm Can 2x Profit in 3 Stepsâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-04-2136 minJason On Firms Podcast445 Follow THIS Process To Nail Your Tech Stack in 2025Swipe the graphic here https://drive.google.com/file/d/10LdEklunPepu9wemFc0OA3Xt_7FTQ51V/view?usp=drive_linkAnd join the email list to get my tool recs for each category jasononline.link/kQ7âď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaats...
2025-04-1833 minJason On Firms Podcast444 10 Ways to get 10x The Return for your Timeâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private community https://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonClientHub https://www.clienthub.app/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-04-1633 minJason On Firms Podcast442 How To Know When Work is âGood EnoughâCheck out Zapier https://zapier.com/âď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClient Hub https://www.clienthub.app/TeamUp http://hireteamup.com/jasonđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-04-1136 minJason On Firms Podcast441 AI Use Cases with LinkedInâs Top Finance InfluencerFind Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/And check out his community AI Finance Club https://ai-finance.club/âď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/TeamUp http://hireteamup.com/jasonđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouT...
2025-04-0937 minJason On Firms Podcast440 The Only 8 Ways To Deliver Financials to a ClientFind Nicolas on LinkedIn here https://www.linkedin.com/in/bouchernicolas/And check out his community AI Finance Club https://ai-finance.club/âď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsClientHub https://www.clienthub.app/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@ja
2025-04-0821 minJason On Firms Podcast439 Why Accounting Firm Leaders Need an Assistantâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/TeamUp http://hireteamup.com/jasonđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-04-0433 minJason On Firms Podcast438 The Race to AGI And It's Impact on Accounting FirmsGrab the other talks from this conference free, here https://www.aider.ai/best-practices/the-best-of-ai-in-accounting-summit-2025-webinar?hss_channel=lcp-13706757âď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakersHub https://makershub.ai/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-04-0333 minJason On Firms Podcast437 6 Ways Accounting Firms Can Use ChatGPT Image Generationâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-3131 minJason On Firms Podcast435 The Best AI Assistant for Professional Firmsâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-2632 minJason On Firms Podcast433 The Story of a Developer Who Bought an Accounting Firmâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-2135 minJason On Firms Podcast431 The Great Advisory Griftâď¸ Check out Jasonâs weekly email newsletter https://www.jasononfirms.com/newsletterđ¤ Join 500+ other tax & bookkeeping firm owners in Jasonâs private communityhttps://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.comCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsKarbon https://karbonhq.com/resources/state-of-ai-accounting-report-2025/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-1934 minJason On Firms Podcast429 Deep Research May Be The Best AI for AccountantsCheck out the video on the new channel! https://youtu.be/JNvlIIgox68?si=Uz816gggVJMbM4QXChatGPT Deep Research https://openai.com/index/introducing-deep-research/Digits https://digits.com/Accounting Software Coâs Buying Firms https://www.wsj.com/articles/ai-has-venture-investors-excited-about-yes-accounting-firms-3b9b3226RyanBot https://docs.google.com/document/d/1i_GfdO78_PHBqBdY8G5LljvIat2NPMrA1kQP6mjQG04/edit?tab=t.0#heading=h.3thh3299rsdfđ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonCanopy https://www.getcanopy.com...
2025-03-1440 minJason On Firms Podcast428 Accounting Vendors are Using My Data with AI!đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-1236 minJason On Firms Podcast427 How to Grow Your Firm When Youâre Swampedđ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonđŁď¸ Continue the discussion on social!Twitter https://x.com/tryjasononlineLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-1024 minJason On Firms Podcast426 Invest Money In Software or People? đ¤đ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/TeamUp http://hireteamup.com/jasonRamp http://ramp.com/jasonđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-0731 minJason On Firms Podcast425 Why You Should Use 3 Tier ProposalsCheck these out!Ignition https://www.ignitionapp.com/Anchor https://www.sayanchor.com/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonRamp http://ramp.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsMakershub https://makershub.ai/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-0532 minJason On Firms Podcast424 5 Ways To Use Your Meeting TranscriptsMore about meeting recorders https://www.youtube.com/watch?v=eyee2vVz2mkđ° Today's SponsorsTeamUp http://hireteamup.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-03-0421 minJason On Firms Podcast423 Should ANY Accountants Be Doing Payroll in 2025?Watch the Matthew Patrick Episode https://www.youtube.com/watch?v=NdsJYaDB3MkCheck out the new channel! https://www.youtube.com/@tryjasononlineAnd my new Excel + ChatGPT video đ https://youtu.be/JNvlIIgox68?si=lMJ-_l5gGzuEU_i7đ° Today's SponsorsTeamUp http://hireteamup.com/jasonMakersHub https://makershub.ai/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsRamp http://ramp.com/jasonđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-02-2829 minJason On Firms Podcast422 8 Ways To Enable Accountability in your Firmđ° Today's SponsorsTeamUp http://hireteamup.com/jasonCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-02-2621 minJason On Firms Podcast420 How To Develop A Stronger TeamJoin My Accountant Community! https://www.rlz.io/đ° Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-02-2132 minJason On Firms Podcast419 The State of Accounting AI AdoptionCheck out Karbonâs Report https://karbonhq.com/resources/state-of-ai-accounting-report-2025/Read my Newsletter! https://www.jasononfirms.com/newsletterđ° Today's SponsorsTeamUp http://hireteamup.com/jasonKarbon https://karbonhq.com/Cloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-02-2039 minJason On Firms Podcast410 Accounting AI Security Q&A!Hereâs the AI usage policy Jason developed with Rightworks https://ai.rightworks.com/policyAnd their comparison of the security of leading AI assistants https://ai.rightworks.com/resources/product-comparisonđ° Today's SponsorsCloud Accountant Staffing http://www.cloudaccountantstaffing.com/lp/staatsCanopy https://www.getcanopy.comđŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-01-3123 minJason On Firms Podcast395 The Fall of Bench + The State of Productized Accountingđ° Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/StanfordTax https://stanfordtax.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-01-0737 minJason On Firms Podcast394 10 Ingredients Of An Accounting Firm Pod Structuređ° Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastLiveflow https://www.liveflow.io/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-01-0623 minJason On Firms Podcast393 Is $150/user/mo Too Much For Accounting Software!?đ° Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastKarbon https://karbonhq.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2025-01-0335 minJason On Firms Podcast392 Bookkeeping Tech Predictions for 2025!Check these out:Keeper https://keeper.appRightTool https://righttool.appThe Twitter Thread https://x.com/jstaatscpa/status/1600254070929121281?s=46&t=XT6m6_jtIaGZNqvqfk5eRwđ° Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastMakersHub https://makershub.ai/Karbon https://karbonhq.com/Corvee https://corvee.com/Financial Cents https://hubs.li/Q02P4Fz40StanfordTax https://stanfordtax.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accoun...
2025-01-021h 14Jason On Firms Podcast391 Tax Tech Predictions for 2025!Check these out!Soraban https://www.soraban.comStanford Tax https://stanfordtax.com/SafeSend https://safesend.com/đ° Today's SponsorsLiveflow https://www.liveflow.io/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastTeamUp https://www.hireteamup.com/Ignition https://www.ignitionapp.com/Karbon https://karbonhq.com/MakersHub https://makershub.ai/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/J...
2025-01-011h 07Jason On Firms Podcast390 A New Book with a Fresh Approach To SellingCheck the book out https://a.co/d/0PJicU3đ° Today's SponsorsLiveflow https://www.liveflow.io/MakersHub https://makershub.ai/Ignition https://www.ignitionapp.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastđŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-12-2432 minJason On Firms Podcast389 Are You Hiring GHOST Accountants?đ Radical Candor https://a.co/d/bNfPEzGđ° Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastIgnition https://www.ignitionapp.com/Karbon https://karbonhq.com/MakersHub https://makershub.ai/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.yout...
2024-12-2353 minJason On Firms Podcast388 The Trouble With BIG Clientsđ° Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastIgnition https://www.ignitionapp.com/Karbon https://karbonhq.com/MakersHub https://makershub.ai/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-12-2053 minJason On Firms Podcast387 The Argument To Deliver Client Work With a VIDEOCheck out the Taxpros Discord http://www.taxprosdiscord.com/And connect with Derek onLinkedIn https://www.linkedin.com/in/derek-foote-cpa/X/Twitter https://x.com/WTFooteđ° Today's SponsorsLiveflow https://www.liveflow.io/TeamUp https://www.hireteamup.com/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastđŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitt...
2024-12-1935 minJason On Firms Podcast385 The Best Way To DOUBLE Profits In Your Firmđ° Today's SponsorsTeamUp https://www.hireteamup.com/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastLiveflow https://www.liveflow.io/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-12-1630 minJason On Firms Podcast384 The Right Number of Apps To Have in an Accounting Firmđ° Today's SponsorsLiveflow https://www.liveflow.io/TruePrep.ai https://www.trueprep.ai/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastIgnition https://www.ignitionapp.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-12-1340 minJason On Firms Podcast377 A New Community For $1M+ Accounting FirmsCheck out Brandonâs weekly newsletter https://brandons-newsletter-bcbda5.beehiiv.com/And apply to join Brandonâs new community 415 here https://docs.google.com/forms/d/e/1FAIpQLScFVNzR9lRytgGbLAcTpatof03GVxtGgwwMWkYlJ2fGOCr4aQ/viewform đ° Today's SponsorsTeamUp https://www.hireteamup.comCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/Liveflow https://www.liveflow.io/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https...
2024-12-0436 minJason On Firms Podcast376 The Online Community for New Accounting Firm OwnersCheck out Loganâs YouTube channel here https://www.youtube.com/channel/UCF2X_OgakltGGp-r5AJNsPQHis Twitter https://x.com/LoganGrafTaxAnd LinkedIn https://www.linkedin.com/in/logangraf/And his new community, Counter https://countercommunity.co/đ° Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastRamp http://ramp.com/jasonCorvee https://corvee.com/MakersHub https://makershub.ai/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Conti...
2024-12-0346 minJason On Firms Podcast374 Should Accounting Firms Avoid Black Friday Deals?đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonCorvee https://corvee.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastđŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-11-2929 minJason On Firms Podcast373 A New AUTOMATION Community for Accounting FirmsCheck out Chadâs automation community here! https://automationtown.io/đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonClient Hub https://www.clienthub.app/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastđŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-11-2743 minJason On Firms Podcast372 The Community To Help You Build an âAutopilotâ Accounting FirmCheck out Ryanâs community, Future Firm Accelerate https://futurefirmaccelerate.com/And be sure to join his weekly newsletter here! https://futurefirm.co/newsletter/đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrRamp http://ramp.com/jasonClient Hub https://www.clienthub.app/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastđŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn htt...
2024-11-2636 minJason On Firms Podcast352 How I Built A Great Lead Magnet (And You Can Too!)Try out the PM Recommendation Tool https://www.jasononfirms.com/pm-rec-1How AI Will Improve Practice Management Systems https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/ đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Karbon https://karbonhq.com/FinDaily https://findaily.io/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats...
2024-10-2236 minJason On Firms Podcast344 The EASY Way To Market Your Accounting Firmđ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-10-1041 minJason On Firms Podcast343 My Secret To Strategic Delegationđ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-10-0932 minJason On Firms Podcast342 13 Tips to Select Better Accounting Firm Techđ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-10-0832 minJason On Firms Podcast341 Intuit Stealing Your Clients - A 2024 Guide (Updated!)The spreadsheet comparing your offering to other productized offerings https://docs.google.com/spreadsheets/d/1dwpuj_caoI0j90W9aMKdbVjStk5MlymyVLlAM5TVomM/edit?usp=sharingCheck out the pod episode about it https://youtu.be/kMRn73VOEnk?si=sVMezGxgWDUtdLSp đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/
2024-10-0737 minJason On Firms Podcast340 Donât Post On Your Firmâs Social Media AccountsMore info about the Boston meetup https://www.linkedin.com/posts/jstaats_im-running-a-meetup-in-boston-next-thursday-activity-7246933206275350528-Tc42?utm_source=share&utm_medium=member_desktopAustralian Xerocon Podcast https://youtu.be/8K6-3dg9zpc?feature=shared đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastCorvee https://corvee.com/đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!...
2024-10-0433 minJason On Firms Podcast338 Accounting Firm Websites Are Dead â ď¸Â Build This InsteadIf you're in the northeast here's that conference I mentioned - would love to see you there! https://www.masscpas.org/cpe/203517tjd:new-england-practice-management-conference?q=New+England+Practice+Management+Conferenceđ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twi...
2024-10-0234 minJason On Firms Podcast337 3 Ways To Make Junior Accounting Staff Higher OutputWatch the first part of the Service Library series đ https://youtu.be/NlEVg34-KG8?si=Gw_s7XXtHArqOmAvSwipe the AI usage policy here đ https://youtu.be/HoRbBtt_rh8?si=bPjQ4xOPzmnubAUW đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 đŤ  Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion...
2024-10-0135 minJason On Firms Podcast336 Should Bookkeeping Firms Get Into Tax Work?Check out Liveplan here đ https://www.liveplan.com đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 đŤ  Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-09-3031 minJason On Firms Podcast335 Your Firm Picked The Wrong NICHE - Now What?đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-09-2735 minJason On Firms Podcast334 Can AI Fix My Clientâs Accounting Ledger?đ° Today's SponsorsLiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Cloud Accountant Staffing https://www.cloudaccountantstaffing.com/jason-staats-podcastFinancial Cents https://hubs.li/Q02P4Fz40 đŤ Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continue the discussion on social!Twitter https://twitter.com/JStaatsCPALinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
2024-09-2629 minJason On Firms Podcast320 AI-Developed Software - A Productivity Unlock for Accountants?Riley Brown, a guy on Twitter building software without writing code https://twitter.com/rileybrown_aiKarbon Practice Marketplace https://karbonhq.com/practicemarketplaceSpam Noahâs LinkedIn post here https://www.linkedin.com/posts/noahskiles_today-on-jason-daily-jason-staats-cpa-talked-activity-7235268474950840320-Kw1F đ° Today's SponsorsMakersHub https://makershub.ai/LiveFlow https://bit.ly/3tK7LlrTeamUp https://www.hireteamup.com/Stanford Tax https://stanfordtax.com/𫠠Are you stuck in a legacy firm?Over 100 progressive firms are looking for accountants like you on Jasonâs job placement platform: https://jason.careers/đŁď¸ Continu...
2024-09-0631 minJason On Firms Podcast054 The Path To Fully Automated BookkeepingAI accounting ledger writeup https://www.linkedin.com/pulse/your-accounting-ledger-ai-jason-staats-cpaAI practice management system writeup https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/đ°Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
2023-06-0934 minJason On Firms Podcast011 This Is Your Practice Management System on AII shared a developer-friendly version of this talk on LinkedIn https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
2023-04-1130 min
AutomationTownS03E10 | For When The App Wonât IntegrateIt all just hit the fan in AutomationTown. Jake McCringleberry got something into the water supply and, well, itâs a zombie episode. Weâve got zombies. But weâve also got integrations! What do you do when that app you have just...doesnât integrate? Workarounds, back doors, hacks. This week weâre hacking your integrations, on this, the season finale of AutomationTown.Music Licensing Information:Get Mad World by Michael Andrews, Gary Jules and over 1M + mainstream tracks here https://go.lickd.co/MusicLicense ID: gq3KJO6zAn8 https://lickd.lnk...
2023-03-0433 minAutomationTownS03E09 | For When You Need to Crunch Some NumbersWell itâs happening again. Whatâs Jake McCringleberry up to now with this water pipeline that connects the two towns? This feels an awful lot like a build-up to a dramatic season finale.Also..Data processing! What do you do when you gotta crunch some numbers, or take data thatâs in one format, and convert it to a different format? Let's automate that, on this weekâs episode of AutomationTown.SHOW NOTES:â------------------------------------------Parabola: https://parabola.io/recipes/combine-your-dataMake/Google Drive: https://www.make.com/en/help/app/google...
2023-02-2535 minAutomationTownS03E08 | For When You Need A WebhookThis week, whoâs the man behind the madness, Jake McCringleberry? Thereâs two sides to every coin, and Chad & Jake will meet for the first time. And weâre talking WEBHOOKS! The swiss army knife of integrations - how to get your head around webhooks to bridge the apps you use that wonât integrate, and start thinking like a developer by building your automations in a more modular way.SHOW NOTES:â------------------------------------------Webhook Overview by Twilio: https://www.youtube.com/watch?v=aLjSNfoJCYcZapier Sub-Zaps: https://zapier.com/apps/sub-zap-by-zapier/integrations Webhooks b...
2023-02-1832 minAutomationTownS03E07 | For When You FreelanceOh itâs all happening now! Cue the montage! Paul & Amelia, itâs officially a thing.Chadâs elected mayor of AutomationTown, and.. how do you.. sell an automation? We talk about the business of automating, how & when to productize your expertise and what the landscape of contract automation experts looks like today. All of that on a heartwarming installment of AutomationTown.Music Licensing Information:Get Paul by Big Thief and over 1M + mainstream tracks here https://go.lickd.co/MusicLicense ID: qa1WLWNZkXz https://lickd.lnk.to/QXmV8EID!Ja...
2023-02-1133 minAutomationTownS03E06 | For When You Need an AssistantItâs happening! Chadâs running for mayor of AutomationTown! Not only that, heâs going to automate running for office. This can only end well.And do you ChatGPT? Of course you do! Itâs AIâs killer app, and weâre doubling down on it in this weekâs âOops All ChatGPTâ episode of AutomationPod.SHOW NOTES:â------------------------------------------OpenAI: https://openai.com/chatGPT: https://openai.com/blog/chatgpt/GPT3: https://platform.openai.com/docs/models/gpt-3Deepmind (Google) Sparrow: https://www.deepmind.com/blog/building-safer-dialogue-agentsBens Bites Newsle...
2023-02-0428 minAutomationTownS03E05 | For When You Canât Find the Perfect AppThis week the most talked about love story of the year takes a new twist, and app builders!Itâs one thing to connect the apps you already use with automation⌠but to build your own app from scratch? Itâs a think! And itâs easier than you might think. Weâll talk through when itâs a good idea, and when you should leave it to the experts.Music Licensing Information:Get A Movie Script Ending by Death Cab For Cutie and over 1M + mainstream tracks here https://go.lickd.co/Music...
2023-01-2832 minAutomationTownS03E04 | For When You Automate Your Small BusinessAutomation in small businesses is like the⌠peanut butter and jelly of.. automation.. applications. This week, special guest Mitchell Baldridge shares how he automates his small businesses, Now Jake McCringleberry? Being named Mayor of AutomationTown? This isnât good. In fact itâs very bad. The crew explores whatâs next for AutomationTown, and how to unwind this mess.SHOW NOTES:â------------------------------------------Olivia Look (Zapier Expert): https://twitter.com/0h_lookZapier OpenAI: https://zapier.com/apps/openai/integrationsMitchell Baldridge: https://twitter.com/baldridgecpaBetter Book...
2023-01-2130 minAutomationTownS03E03 | For When AI Takes OverYou ever think about whether this is all just, a simulation? This week the boys give up RV life to get back to...something closer to normal, and weâre talking AI! What does it mean? Is it going to steal my job? And what are the toolsets out there today that could actually make you more productive.Music Licensing Information:Get Easy by Son Lux and over 1M + mainstream tracks here https://go.lickd.co/MusicLicense ID: OaKN4bn8X9g https://lickd.lnk.to/idrtimID!Jason_CPA...
2023-01-1441 minAutomationTownS03E02 | For When You Need Them To Hear YouThe boys are on the run. They go into hiding in Chadâs RV, work out how to get back at the evil powers that be, andâŚPodcasts! Do you ever listen to podcasts? Of course you do! This week weâre talking podcasting. How to get started, how to automate the production process, and how to build your podcasting tech stack, for when you have an important message that people need to hear.Music licensing information:Get Using by Sorority Noise and over 1M + mainstream tracks here https://go.lickd.co/Music
2023-01-0732 minAutomationTownS03E01 | For When You Waste Time on EmailTrapped beneath the rubble of the Grumley center, Chad, Jason, Paul & Amelia bumble through AutomationTownâs abandoned subway tunnels in search of answers.This weekâs all about email, and how to automate it. Aliases, inbox rules, help desk tools, where do apps like Zapier come into play. Letâs take the pain out of the very worst part of work.**Music Licensing Information:**Get Budapest by GEORGE EZRA and over 1M + mainstream tracks here [https://go.lickd.co/Music](https://go.lickd.co/Music)License ID: Xlxn0Nknw2OSHOW N...
2022-12-3133 minAutomationTownS02E10 | For When You Need to Keep A SecretOn the season finale of AutomationTown, weâre talking about secrets! How can you keep your messages away from prying eyes, emails away from those who mean you harm, and workplace memes out of reach of the all-seeing eye of your employer?Paul uncovers important info about the subway collapse, a mysterious letter surfaces and the most impactful event in 40 years happens to AutomationTown. SHOW NOTES:â------------------------------------------Threema: https://jo.my/threemaSignal:https://jo.my/signal S/Mime: https://jo.my/smime Google Confidential Mode: https://jo.my/googleconfidentialmode Ca...
2022-10-0833 minAutomationTownS02E09 | For When You Need SecurityThis week, weâre talking security! How do we ensure our data is safe and secure when itâs bouncing around the Interverse? How do we automate responsibly, and know where to draw the line?Paul also discovers what happened 40 years ago under the Grum Grum, his Airtable sensors uncover a secret and a new character is introduced. SHOW NOTES:â------------------------------------------Airtable: https://t.jo.my/airtableAirtable Sharing: https://jo.my/airtablesharingSim Swapping: https://jo.my/simswapMFA: https://jo.my/mfaLoom Security: https://jo.my/loomsec...
2022-10-0136 minAutomationTownS02E08 | For When You Need An AirtableThis week weâre talking about databases! Specifically Airtable, how we use it to enable automation, and why itâs one of the fastest-growing automation tools on the market.Also Chad rides a bike, the Grum center gets the grumblies and Mayor Goodway sweeps it all under the rug on this exciting installment of AutomationTown.SHOW NOTES:â------------------------------------------Airtable: https://t.jo.my/airtableAirtable Webhooks: https://t.jo.my/airtablewebhookscriptAirtable Interfaces: https://www.airtable.com/guides/collaborate/getting-started-with-interface-designerIFTTT: https://jo.my/iftttQR Code Monkey: https://jo.my...
2022-09-2444 minAutomationTownS02E07 | For When You Hire An ExpertWhat do you do when it all hits the fan? Today, disaster strikes in AutomationTown. We talk through how to hire an expert when things break, or justâŚwhen you want to make cooler stuff. When to DIY, when to outsource, all on this weekâs, AutomationTown.SHOW NOTES:â------------------------------------------Upwork: https://jo.my/upworklinkFiverr: https://jo.my/fiverrlinkHeep.so: https://jo.my/heepso Makerpad: https://jo.my/makerpadNoCodeFounders: https://jo.my/nocodefoundersCode Meets No Code: https://jo.my/codemeetsnocodeNocode North: https://jo.my/noco...
2022-09-1721 minAutomationTownS02E06 | For When Your Phone Isnât SmartThis week Chad & Jason get stuck between a mysterious door and a main drain. We talk through how to automate phone processes, and the mayor of Manualsberg returns with an ominous warning.SHOW NOTES:â------------------------------------------Line2: https://jo.my/jsyh3sTwilio: https://jo.my/twiliophoneOpenPhone: https://jo.my/openphoneGrasshopper: https://jo.my/grasshopperRingCentral: https://jo.my/ringcentralTeamwork Desk: https://t.jo.my/teamworkdeskCalendly: https://jo.my/calendlylinkMake: https://t.jo.my/integromat-makeZapier Sub Zaps: https://jo.my/subzap-zapier...
2022-09-1034 minAutomationTownS02E05 | For When You Need A QR CodeOkay okay okay hear me out: printing automation. No come back, itâll be good, I swear.Instead of covering something people want to talk about, Chad & Jason cover printers, and how to build them into your cloud Zapier or Make workflows. Why is that a thing that exists? Why is it a tool you should still have in your toolbelt? Why are you 5 sentences deep into a podcast episode description?The boys also meet Buzz McTompkins, the head of 104.3 TheBuzz, Stuart from Radio Shack calls in with another embarrassing question and we automate a pr...
2022-09-0333 minAutomationTownS02E04 | For When You Need To PrintOkay okay okay hear me out: printing automation. No come back, itâll be good, I swear.Instead of covering something people want to talk about, Chad & Jason cover printers, and how to build them into your cloud Zapier or Make workflows. Why is that a thing that exists? Why is it a tool you should still have in your toolbelt? Why are you 5 sentences deep into a podcast episode description?The boys also meet Buzz McTompkins, the head of 104.3 TheBuzz, Stuart from Radio Shack calls in with another embarrassing question and we automate a pr...
2022-08-2729 minAutomationTownS02E03 | For When You Want To MakeToday Chad & Jason talk Make (donât call it Integromat)! When do I use Make vs Zapier? What does it do differently, and how do I get started? We also cover CRMs, intimacy issues and whether spreadsheets are cool, all on a piping hot episode of AutomationTown.SHOW NOTES:â------------------------------------------Make: https://t.jo.my/integromat-makeZapier: https://t.jo.my/zapiern8n: https://jo.my/n8nAirtable: https://t.jo.my/airtableHubspot: https://jo.my/hubspottubBannerbear: https://jo.my/bannerbearMake Facebook Group: http...
2022-08-2037 minAutomationTownS02E02 | For When You Need a TemplateContracts, documents, invoices. We all find ourselves generating documents more than weâd like, but whatâs Googleâs approach to doing this in an automated way? Weâre taking a look at google templates, what they can do, how to use them, and whether office 365 users should give a hoot, all on this weekâs AutomationTown. Oh, and we go live with episode 2 of our call-in radio show, AutomationShow. SHOW NOTES:â------------------------------------------Formstack: https://jo.my/formstackGoogle Templates: https://jo.my/google-templatesMake: https://t.jo.my/integromat-makePDFco: https...
2022-08-1328 minAutomationTownS02E01 | For When You Need A Chat Bot"Well that was a great chat bot experience!" Said no one ever... This week, we launch a call-in radio show in AutomationTown, talk through a few chat bot building tools, discuss when to use a chat bot, and when you're better off with a web form.Bring your automation questions to us live at 7pm on 104.7 The Buzz. SHOW NOTES:â------------------------------------------Voiceflow: https://jo.my/flowxoFlowXO: https://jo.my/voiceflowAmazon Chat Bot: https://jo.my/amazon-instructionsSlack Apps: https://jo.my/slack-appPawfinity: https://jo.my/pa...
2022-08-0637 minAutomationTownS01E15 | For When You Want to HelpChad & Jason sit down with AutomationTown resident Elizabeth Ruh to talk through her experience automating a labor-intensive process in her business, and how it helped her get back to doing good. A feel-good tale about reaching out to friendly Canadians on the internet, and having the courage to ask for help.SHOW NOTES:â------------------------------------------Elizabeth's company: https://jo.my/elizabethruhcompanyMake: https://t.jo.my/integromat-makeCognito Forms: https://jo.my/cognitoWealthbox: https://jo.my/wealthboxLearn Regex in 20 Minutes: https://jo.my/regexin20AUTOMATIONTOWN SOCIALS:
2022-07-3025 minAutomationTownS01E14 | For When You Need a Custom Feed6 million years of technological development has brought human kind to... scrolling feeds. Feeds of fart jokes, life hacks and twerking.Is this peak human experience? Or the beginning of the end? This week we talk about building your own feeds, unplugging from big feed and taking back control of your attention span.SHOW NOTES:â------------------------------------------Pocket: https://jo.my/getpocket Evernote: https://jo.my/evernoteatRSS by Zapier: https://jo.my/rss-zapierMiniextensions RSS: https://jo.my/miniextrssRIP Google Reader: https://jo.my/googlereaderRazr Phone: htt...
2022-07-2335 minAutomationTownS01E13 | For When Your Notifications Are Out Of Control[klaxon] Your attention span is under assault, and our world's brightest minds have been tasked with distracting you.Chad & Jason call an emergency meeting to take back control of our mobile notifications. You can turn them off, you can leave them on, but how do we do something in the middle? We pull in some tools to take back control of exactly the notifications we want, and cut out the fluff.SHOW NOTES:â------------------------------------------Let Calls Through on Android: https://jo.my/androiddndbypassPushover: https://jo.my/pushoverHey: https://jo...
2022-07-1636 minAutomationTownS01E12 | For When You're Manually Creating DocumentsWhat do you do when you need to generate a whole bunch of documents?Chad & Jason talk through his struggles bulk-processing flyers for his dog walking business, how old-thymey mail merge has evolved into the tools we use today, and the most accessible methods to making a whole bunch of a specific thing.SHOW NOTES:â------------------------------------------Mail Merge: https://jo.my/mailmerge Google Document Templates: https://jo.my/googletemplatesFormstack: https://jo.my/formstackAirtable Document Automator: https://jo.my/document-automatorAron Korenblit: https://jo.my/aron ...
2022-07-0940 minAutomationTownS01E11 | For When You Go Back In TimeSometimes the old ways are the best. This isn't one of those times, but in this case we didn't have a choice. We talk through how to put a new-age spin on an old-age technology, and built automations around that crusty ole fax machine.SHOW NOTES:â------------------------------------------History of the fax machine (don't click on this please): https://jo.my/faxmachineHelloFax: https://jo.my/hellofax mFax: https://jo.my/mfax eFax: https://jo.my/efax MyFax: https://jo.my/myfax Phaxio (very promising): https://jo.my/phaxio Cli...
2022-07-0221 minAutomationTownS01E10 | For When You're MadDid someone just microwave fish in the office lounge? What about copying you on that passive aggressive email to the VP? Don't worry, this week we've got you covered with tips on how to automate the age old topic of revenge. SHOW NOTES:â------------------------------------------Cat Facts: https://jo.my/catfactsBag of Ducks: https://jo.my/bag-ducksZinc API: https://jo.my/zinc-apiPizza Belt: https://t.jo.my/pizzapouchAmazon Tide Button: https://jo.my/amazon-dashZapier Webhooks: https://jo.my/zapier-webhooksCredit Card Number Math: https://jo.my...
2022-06-2526 minAutomationTownS01E09 | For When You Lose The ClickerWe're talking about loss. Specifically, not being able to find things and whether there's a way to get them back. Along the way we learn about infrared, hubs, and how to build an automation for Chad's bathroom fan.SHOW NOTES:â------------------------------------------Zigbee: https://jo.my/zigbeeHarmonyHub: https://jo.my/harmonyhub Z-Wave: https://jo.my/zwaveSmartThings: https://jo.my/smart-thingsHomeKit: https://jo.my/homekitMatter: https://jo.my/matter Jason's Logitech Fancy Remote: https://jo.my/logitech-harmonyremote Broadlink RM4 Pro: https://jo.my/broadlink-rm4pro...
2022-06-1825 minAutomationTownS01E08 | For When You Keep Refreshing That PageWhat do you do when a website doesn't offer a connector for the info you want? Hop a trolley down to the AutomationTown coworking space as Chad & Jason run through methods to scrape the goods you need from any site on the web.SHOW NOTES:â------------------------------------------URLOOKER: https://jo.my/urlookerSEMRush: https://jo.my/seosemrushWayback Machine: https://jo.my/waybackmachineWachete: https://jo.my/wacheteVisualPing.io: https://jo.my/visualpingCryptoKitties: https://jo.my/cryptokittiesApp Advisory Plus: https://jo.my/appadvisoryplusSimpleScraper: https://jo...
2022-06-1125 minAutomationTownS01E07 | For When You Need to ZapierSomeone ever tell you to check out Zapier? Happens all the time. Why? Because they're freakin great, that's why. In this episode we cover why it's a must-have tool to know, how we use it and some advice on where to start. SHOW NOTES: â------------------------------------------Zapier: https://t.jo.my/zapierZap Editor Drafts Beta: https://jo.my/zapdraftWebflow: https://jo.my/webflowSync O365 to Gmail Calendar: https://jo.my/365caltogmailcalZapier Pricing: https://jo.my/zapierpricingTransfer by Zapier: https://jo.my/transferbyzapierAUTOMATIONTOWN SO...
2022-06-0432 minAutomationTownS01E06 | For When You Need To Be AloneNever have to say, "Go away, I'm in a meeting" again! On this episode, we take some LED lights and turn them red when we don't want to be bothered - all automatically. SHOW NOTES: â------------------------------------------Chad's unattended instagram: https://jo.my/instagramchadCheap LED Lights: https://jo.my/ledlightsIntegromat / Make - https://t.jo.my/integromat-makeIFTTT: https://jo.my/iftttZoom Webhooks: https://jo.my/zoomwebhooksBridge Make to IFTTT: https://jo.my/iftttwebhooksLights landing page: https://jo.my/chadslightsKickstarter on-air light: https://jo.m...
2022-05-2827 minAutomationTownS01E05 | For When You Need To Send Data SomewhereThe internet. It's all around us. Today, we pull back the curtain on how to connect data through APIs. The thing that makes the thing you put into one thing, go into the other thing that you want it to go into. Or something like that. If you make it through to the end of this one, hit us up for a prize. We may or may not try hitting free public APIs at the end like KanyeRest, BoredAPI & Agify (predict age based on your name).SHOW NOTES: â------------------------------------------API Basi...
2022-05-2123 minAutomationTownS01E04 | For When You Have An Important EmailEver receive an email and wish it automatically did a thing? Maybe combine the email body and attachments into one PDF or kick off an internal process. On today's episode of AutomationTown, we get into email stuff. Fun. SPONSORS: â------------------------------------------Ignition - https://t.jo.my/ignition 50% off your first 3 months using code AUTOMATIONTOWN. Want to sponsor an episode? Contact us at https://t.jo.my/sponsorcontact SHOW NOTES: â------------------------------------------PDF.co - https://t.jo.my/pdfcoZapier - https://t.jo.my/zapier...
2022-05-1426 minAutomationTownS01E03 | For When Someone Uses The Word NoCodeNocode is a silly word. It gets the point across, sort of, but why is it a term we should care about? What's the real win here and why should you care? We cover that and a share a few stories on this episode of AutomationTown. SPONSORS: â------------------------------------------Ignition - https://t.jo.my/ignition 50% off your first 3 months using code AUTOMATIONTOWN. Want to sponsor an episode? Contact us at https://t.jo.my/sponsorcontact SHOW NOTES: â------------------------------------------Dreamweaver - https://t.jo.my/dreamweav...
2022-05-0729 minAutomationTownS01E02 | For When You Want Them To Feel AppreciatedHow often do you make time for handwritten letters? On today's episode, we dive into the science of creating, approving and mailing real handwritten cards (without ever touching them). At the end we get into practical, and not so practical, ways of looking good in front of your friends.SPONSORS: â------------------------------------------Float - https://t.jo.my/float $500 cash back on your first $5,000 spend use code AUTOMATIONTOWN. Want to sponsor an episode? Contact us at https://t.jo.my/sponsorcontact SHOW NOTES: â------------------------------------------Handwrytten - https...
2022-04-3024 minAutomationTownS01E01 | For When You Have to Mail SomethingEver wish you could automate sending snail mail without touching a piece of paper? On today's episode, we dive into generating, connecting and snail mailing vulgar bird pics. At the end we get into practical uses of this for your business. SPONSORS: â------------------------------------------Float - https://t.jo.my/float $500 cash back on your first $5,000 spend. Want to sponsor an episode? Contact us at https://t.jo.my/sponsorcontact SHOW NOTES: â------------------------------------------Effin Birds - https://t.jo.my/eff...
2022-04-3036 min