Jason Staats CPA - Search Videos

How Smart Accounting Firms Attract Better Clients | Katie Thomas, CPA | 14 comments

How Smart Accounting Firms Attract Better Clients | Katie Thomas, CPA | 14 comments

50.7K views4 months ago

IMO these are the 8 fastest growing apps for accounting firms today (in 6 minutes)I put out a tool a couple years ago to give firms personalized tech recommendationsBut as part of the process, firms had to share with me what tools they've used in the past, what they switched to, and whether they'd recommend other firms do the sameThe result is an amazing dataset of nearly 1,000 real firms, what worked, and what didn't work over a 3-5 year time horizonSome tools fared better than othersSome big n

IMO these are the 8 fastest growing apps for accounting firms today (in 6 minutes)I put out a tool a couple years ago to give firms personalized tech recommendationsBut as part of the process, firms had to share with me what tools they've used in the past, what they switched to, and whether they'd recommend other firms do the sameThe result is an amazing dataset of nearly 1,000 real firms, what worked, and what didn't work over a 3-5 year time horizonSome tools fared better than othersSome big n

8K views3 weeks ago

x.comJason Staats⚡

WorkflowCon 2025: Q&A: Smarter Client Communication with AI With Jason Staats, CPA

WorkflowCon 2025: Q&A: Smarter Client Communication with AI With Jason Staats, CPA

66 views6 months ago

YouTubeFinancial Cents

AI in accounting firms : practical methods and future vision – Jason Staats

AI in accounting firms : practical methods and future vision – Jason Staats

406 viewsMay 18, 2025

YouTubeAlexis Slama

Generative AI in the accounting profession

Generative AI in the accounting profession

5.5K viewsOct 24, 2023

Automating Accounting Tasks with AI: Claude Cowork and OpenClaw Demo | Jason Staats, CPA posted on the topic | LinkedIn

Automating Accounting Tasks with AI: Claude Cowork and OpenClaw Demo | Jason Staats, CPA posted on the topic | LinkedIn

13 views3 months ago

15 AI tools I see smart accounting firms putting to work right now:Ramp - Really (for AI-driven bill pay)MakersHub - Really good bill pay for hairy applicationsChatGPT Deep Research - The best… | Jason Staats, CPA | 25 comments

15 AI tools I see smart accounting firms putting to work right now:Ramp - Really (for AI-driven bill pay)MakersHub - Really good bill pay for hairy applicationsChatGPT Deep Research - The best… | Jason Staats, CPA | 25 comments

25 viewsMay 3, 2025

First Impressions: Claude Cowork for Accounting Firms | Hector Garcia CPA

26.7K views2 months ago

I put together a 30 minute guide to Claude Cowork for accounting firms40k accountants went through it last weekHere it is, ad free0:00 What I think of it1:21 A simple bookkeeping file6:07 A 6.7k trx bookkeeping file8:25 Using it to match receipts10:11 Tax workpaper prep13:10 Cost to use15:45 Does it security20:14 Can it use a browser

263.2K views2 months ago

x.comJason Staats⚡

How to turn financial results into podcasts with AI | Jason Staats, CPA posted on the topic | LinkedIn

27 viewsMay 19, 2025

ChatGPT in accounting and finance

953 viewsApr 27, 2023

Episode 177: From Burnout to Breakthrough: Barrett Young on Firm Transitions and Purpose | Jason M. Blumer, CPA

547K views1 month ago

He Built the AI That Runs Your Accounting Firm | Natalie Lennon FCA

7.1K views3 months ago

I Used THIS AI App to Automate 100 Quickbooks Files | Double

5.8K views2 months ago

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

259 views9 months ago

How Client Hub works in 6 minutes | Jason Staats, CPA posted on the topic | LinkedIn

12 viewsJul 9, 2024

Accounting Firms: Claude Cowork 30-Minute Guide | Jason Staats, CPA posted on the topic | LinkedIn

40 views2 months ago

Claude AI: PREPARES A FULL TAX RETURN (Opus 4.7 vs ChatGPT 5.4) | Hector Garcia CPA | 30 comments

27.6K views1 month ago

Using AI To Prepare Tax Returns

29K viewsMar 26, 2023

YouTubeJason On Firms

Build Your Accounting Firm With This Software!

17K viewsAug 6, 2023

YouTubeJason On Firms

ChatGPT in Accounting. Part 4: Prompt Engineering

7.4K viewsMar 30, 2023

YouTubeHector Garcia CPA

Claude Cowork is now out of research preview 👏

3.5M views1 month ago

x.comJason Staats⚡

Accountants: Here’s How To Use ChatGPT

83.9K viewsMay 7, 2023

YouTubeJason On Firms

34 practice management systems entered, only 9 remain, my top recommendations ✨PLUS✨ a quick way to get a rec personalized for your firm:If you're a 🇺🇸US firm that does tax and/or bookkeeping… | Jason Staats, CPA | 155 comments

This video made a bunch of people mad.For the same reason most aren't using AI effectively:The comment section is a dumpster fire. These comments have the most upvotes:"Yes this definetly… | Jason Staats, CPA | 14 comments

14 views10 months ago

Welcome home soldier!! Jason Staats returning home from a one year deployment to Afghanistan! | Let’s Go Door County

6.2K viewsDec 5, 2019

FacebookLet’s Go Door County

Get Pitched On 10 Apps For Accounting Firms

3.5K viewsApr 30, 2023

YouTubeJason On Firms

John Legend - Save Room Cover: Long Time No See!

1.5K viewsMay 8, 2024

TikTokjasonstaats

3 Apps for Accountants That BLEW MY MIND

62K viewsAug 28, 2022

YouTubeJason On Firms

Had to give it a try😂#pony #fypage #fyp #fun #fun #happy #cover #singing #just4fun #songs #fy #vocal #vocals #cover

1.3K viewsAug 26, 2023

TikTokjasonstaats

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