Accounting Firm Coach: Office Hours

Jason Staats

Accounting Firms

Artificial Intelligence

Accounting

Bookkeeping

Practice Management Systems

Tax Preparation

AI In Accounting

Delegation

Client Management

Chatgpt

Client Acquisition

Client Relationships

Time Management

Client Engagement

Accounting Technology

Accounting Industry

Networking

Client Communication

Niche Marketing

Claude Cowork

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

166 ratings

Publishes	Twice weekly	Episodes	656	Founded	4 years ago
Number of Listeners		Categories	EntrepreneurshipBusinessManagement

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Guests Host Reviews Charts Talking Points

Latest Episodes

656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

📌 Check out the cool st... more

30 Oct 2026 • 56 min

655 New: The Local AI Accountants Have Been Waiting For [Now available!]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

📌 Check out the cool st... more

27 Oct 2026 • 55 min

654 My Clients Don’t Have Enough Money! Help! [What to do when clients are short on cash]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

📌 Check out the cool st... more

23 Oct 2026 • 56 min

653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

📌 Check out the cool st... more

20 Oct 2026 • 55 min

Key Facts

Accepts Sponsors

Contact Information

Podcast Host

Number of Listeners

Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Accounting PodcastBlake Oliver & David Leary

Future Firm Accounting PodcastRyan Lazanis

Business Strategy for CPA'sGeraldine Carter

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsJetpack Workflow

Small Business Tax Savings PodcastMike Jesowshek, CPA

Recent Guests

Luca Pacioli

Historical accounting figure brought on for a live, humorous segment

Italian Renaissance

Episode: 638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm]

Parker Patterbottom

Digestion expert featured for a contrast on how new technologies interact with complex systems

Gut Feeling podcast

Episode: 635 There Are 4 Types Of Accounting Firm [Which of these are YOU?]

Logan Graff

Founder/operator of Graff Tax Co., YouTube creator documenting his firm journey

Graff Tax Co.

Episode: 592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]

Ross Libbey

Co-founder of Your Bottom Line

Your Bottom Line

Episode: 583 He Sold His Accounting Firm To His Son (And It Actually Worked)

Mike Libbey

Co-founder of Your Bottom Line and son of Ross

Your Bottom Line

Episode: 583 He Sold His Accounting Firm To His Son (And It Actually Worked)

Sharam Archonists

Co-Founder of Financial Cents, providing easy to use practice management software for accounting firms.

Financial Cents

Episode: 580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]

Karen Reyburn

Creative agency owner, CPA, and author of The Accountant Marketer.

PF Marketing

Episode: 574 The Best AI Apps for Accounting Firm Marketing! [You won’t believe the things you can do right now]

Katie Thomas

CPA and founder of a digital marketing agency that helps accounting firms attract clients and talent.

Episode: 568 How Smart Accounting Firms Attract Better Clients

Jordan Vickery

Co-founder of Vinyl and experienced in accounting tech

Vinyl

Episode: 561 He Built the AI That Runs Your Accounting Firm

Host

Jason Staats

Host of the show, introduces topics and guides discussion

Reviews

4.8 out of 5 stars from 166 ratings

Great Content
I love listening to Jason’s perspective on running a firm. There’s so much to implement during one 55 minutes session. And so little time to implement them! The resources are endless and it gives me hope that our firm will be a high-tech fine tuned machine in the next 12 months. Jason does amazing work and relates to all levels of staff and leadership! Help yourself by letting Jason help you!!
Apple Podcasts
5
AZee KCee
United States5 months ago
A great way to expand your thinking on how to improve your firm
This is the first podcast I listen to as soon as it comes out!
Apple Podcasts
5
TimM1979
Canada6 months ago
Great podcast, but lots of ads
I love the information you’re providing Jason but please dial back the amount of ads by at least 50%. I understand you’ve got to make money but good Lord 130 minute episode having 5 to 6 ad spots is crazy. People have gotten way too greedy with the amount of ads, they’re willing to run in the middle of a free podcast episode
Apple Podcasts
3
Mrbyrd87
United States2 years ago
Love Jason’s podcasts
Jason Staats’ podcasts have exponentially helped my firm. I don’t even recognize my firm from 4 years ago. Night and day. Thank you Jason!
Apple Podcasts
5
B-renda Sue
United States2 years ago
Great content daily!
Super helpful to firm owners - both business operations and technology.
Apple Podcasts
5
Adam CPA
United States2 years ago

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Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience notes include calls for reducing ad loads and more sponsor relevance to day-to-day operations.

Shows strong practical value for firm owners, with a focus on AI adoption and real-world systems.

Listener base clearly values consistent, actionable guidance and guest perspectives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts	#145	United States/Business/Entrepreneurship
Apple Podcasts	#106	Canada/Business/Entrepreneurship
Apple Podcasts	#89	South Africa/Business/Entrepreneurship
Apple Podcasts	#188	Chile/Business/Entrepreneurship
Apple Podcasts	#213	Singapore/Business/Entrepreneurship
Apple Podcasts	#218	Japan/Business/Entrepreneurship

Talking Points

Recent interactions between the hosts and their guests.

656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website]

Q: How can a small bookkeeping firm delegate onboarding when the owner currently handles it?

The owner should train the strongest team member in the technical parts of onboarding, retain client relationship responsibilities for now, and let the team handle ongoing bookkeeping after the initial setup.

656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website]

Q: What five things should an accounting firm consider when trying to make its website convert better?

Make the website useful to a clearly defined audience, differentiate it from competitors, show proof that the target clients value, sell an outcome rather than a list of services, and provide a lower-effort next step than scheduling a call.

651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]

Q: How do you weigh the security side of things when you're evaluating a new tool?

Staats says accountants should assess whether a product does its job well and hire security experts or a specialist IT firm to validate its security rather than trying to make that assessment themselves.

651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]

Q: What do you think about using Double as a practice management tool?

Staats says Double can work for smaller bookkeeping practices, especially those with fewer than five employees, but it is stronger at month-end close workflow than full practice management. He advises buying additional software only when it addresses a meaningful current need.

652 These Industries Are BEGGING For Better Accounting Firms [The greatest opportunities in the accounting profession today]

Q: We're thinking about taking our firm fully remote and letting our office lease expire. How do you keep the team connected and build a strong culture without an office?

He advises building remote-work skills deliberately, avoiding a split office-and-remote team doing the same work, and learning from firms with remote experience. He highlights broader access to talent as a major benefit.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Accounting Firm Coach: Office Hours

What is Accounting Firm Coach: Office Hours about and what kind of topics does it cover?

A practical, strategy-forward show focused on running profitable, tech-enabled accounting firms. Episodes repeatedly explore how AI, automation, and modern tools reshape pricing, service delivery, and growth strategies—from niche specialization and high-value offerings to scalable onboarding and back-office operations. Notable is the host's emphasis on real-world frameworks, actionable playbooks, and sponsor integrations that spotlight firm-management tools. The tone is hands-on and founder-friendly, often mixing mindset shifts with concrete tactics to help firm owners scale while preserving client experience.

Listeners are likely practitioners and leaders at small to mid-sized firms who want to modernize operations, improve profitability,... more

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How many listeners does Accounting Firm Coach: Office Hours get?

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Which podcasts are similar to Accounting Firm Coach: Office Hours?

These podcasts share a similar audience with Accounting Firm Coach: Office Hours:

1. The Accounting Podcast
2. Future Firm Accounting Podcast
3. Business Strategy for CPA's
4. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
5. Small Business Tax Savings Podcast

How many episodes of Accounting Firm Coach: Office Hours are there?

Accounting Firm Coach: Office Hours launched 4 years ago and published 656 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Accounting Firm Coach: Office Hours?

Recent guests on Accounting Firm Coach: Office Hours include:

1. Luca Pacioli
2. Parker Patterbottom
3. Logan Graff
4. Ross Libbey
5. Mike Libbey
6. Sharam Archonists
7. Karen Reyburn
8. Katie Thomas

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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