Jason On Firms Podcast
A solo podcast offering tactical advice for accounting firm owners on how to build more profitable, calm, and future-proof practices.
A weekly solo-host show where Jason Staats provides direct, actionable advice for running a modern accounting firm. He dissects current trends, particularly the rapid emergence of AI tools, and breaks them down into practical workflows and strategic decisions. Episodes often tackle specific operational pains like client curation, pricing, change management, and tech adoption, framed by the host's own experience as a firm owner.
“The show's tight focus on the practical application of emerging tech, especially AI agents, within accounting workflows sets it apart. Unlike high-level theory, Staats provides specific use-cases and critiques new platforms, grounding the conversation in the day-to-day reality of running a firm. The use of recurring, often humorous, segments like 'The Dirty Dozen' country music video adds a unique and memorable flavor.”
Who hosts this show
Jason Staats is a CPA and former accounting firm owner who now helps other accountants modernize their practices. After spending 15 years as a tax professional and eventually acquiring and running a $5M firm, he transitioned to creating content full-time. His work focuses on practical strategies for firm management, with a heavy emphasis on leveraging technology and AI. He shares his findings through his podcast, YouTube channel, and the Realize online community for firm owners.
Credentials & credits
- CPA
- Former Accounting Firm Owner
- Founder of Realize
- Content Creator (YouTube, Podcast)
- Keynote Speaker
- CPA Practice Advisor "40 Under 40" Honoree
Other ventures
- Realize (rlz.io), an online community for accounting firm owners
- Jason on Firms Newsletter
- AutomationTown (co-host), a podcast about automation in knowledge work
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01The Real Reason Clients and Staff Resist ChangeJun 26, 2026 · 55 min
- 02The NEW AI Agent Approach for Accounting FirmsJun 23, 2026 · 57 min
- 03Accounting Firms: Stop Taking New Clients. Watch This First.Jun 19, 2026 · 54 min
- 045 More AI Use Cases for Accounting FirmsJun 16, 2026 · 1h 00m
- 05Your Accounting Firm Pricing Is BrokenJun 12, 2026 · 1h 13m
- 06The First $1B Accounting Firm RollupJun 9, 2026 · 58 min
- 07The Three Types of Accounting Firm AIJun 5, 2026 · 1h 07m
- 08Stop Writing SOPs for Your Accounting Firm. Do This InsteadJun 2, 2026 · 1h 03m
Notable episodes
- 01The NEW AI Agent Approach for Accounting Firms
Highlights a major, sudden industry shift where seven new AI agent platforms launched in three weeks, analyzing the trend and its immediate implications for firms.
- 02Accounting Firms: Stop Taking New Clients. Watch This First.
Provides a memorable and tactical framework for client curation, opening with a unique country music video parody to illustrate common firm owner pains.
- 03The Real Reason Clients and Staff Resist Change
A deep dive into the psychology and practicalities of change management, a core challenge for any firm trying to modernize its processes or technology.
What you'll be asked on this show
This is a solo-host narrative podcast and does not feature guest interviews. The host presents structured advice, analysis of industry trends, and answers to audience-submitted questions.
This is a solo-monologue show; there are no guest interviews. Jason Staats speaks directly to the audience in a structured, advisory format, often breaking topics into numbered lists or 'traps' to avoid. He occasionally incorporates an audience Q&A segment called 'Mailbag' and uses recurring bits like 'Niche of the Week' and parody music videos to add variety.
Signature segments
- · The Dirty Dozen
- · Niche of the Week
- · Mailbag
- · Roast a Firm
Topics covered repeatedly
Where to find this show
Audience & reach
Sponsors are B2B companies whose products and services directly target accounting firms, such as specialized staffing agencies (Cloud Accountant Staffing) and practice management software (Financial Cents). The audience consists of decision-making firm owners, making it a prime channel for tools that promise efficiency and profitability.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
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People also ask
- What is the host's real name?
- The host is Jason Staats, a CPA and former accounting firm owner.
- What is the format of the podcast?
- It is a solo-host show where Jason Staats provides advice and analysis on running an accounting firm. It does not feature guest interviews.
- Is the podcast still running?
- Yes, the podcast appears to be active, releasing episodes on a weekly basis.
- How can I submit a question to the show?
- The show has a 'Mailbag' segment and provides a voicemail number (1-[phone — gated]) and email address in the episode descriptions for audience questions.
- What is Realize (rlz.io)?
- Realize is a paid online community founded by Jason Staats for accounting firm owners to network, share best practices, and participate in mastermind groups.
- Where can I listen to the podcast?
- The podcast is available on YouTube as 'Jason On Firms Podcast' and on major podcast platforms like Apple Podcasts and Pocket Casts.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]Jason Staats' Official Biojason.cpa
- [02]Jason On Firms Podcast - YouTube Channelyoutube.com
- [03]Realize Community Homepagerlz.io
- [04]CPA Practice Advisor: Jason Staats, CPA – “40 Under 40” Honoreecpapracticeadvisor.com
- [05]Western CPE: Jason Staats, CPAwesterncpe.com
- [06]Ramp Webinar: How Top Accounting Firms Can Deliver More Client Valueramp.com
- [07]Karbon: The value of community, automation, and owning your data with Jason Staatskarbonhq.com
- [08]Jason On Firms Podcast - Apple Podcastspodcasts.apple.com
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