Podcast Episodes

474 Should The Next Generation of Accountants be Concerned?

Episode 474

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11 months, 1 week ago

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473 Should Accounting Firms Grow Via Acquisition or Organically?

Episode 473

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11 months, 1 week ago

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472 AI’s Impact on Accounting Firms - 5 Year Roadmap Q&A

Episode 472

Learn more about the folks behind this event, PASBA, here! https://pasba.org/

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11 months, 1 week ago

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471 Should Accounting Firms Partner with Financial Planners?

Episode 471

Holistiplan https://www.holistiplan.com/
Corvee https://corvee.com/
TaxPlanIQ https://www.taxplaniq.com/
TallyFor https://www.tallyfor.com/

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11 months, 2 weeks ago

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470 The Most Impactful AI For Professional Services

Episode 470

The AI assistant for this podcast https://www.delphi.ai/jasonstaats
Swipe those meeting prompts I teased here https://docs.google.com/spreadsheets/d/1…

11 months, 2 weeks ago

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469 Ok But What If AI DOES Disrupt Accounting Firms?

Episode 469

Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

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11 months, 2 weeks ago

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468 How To Know if your Accounting Firm is SYSTEMATIZED

Episode 468

Here’s that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

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11 months, 3 weeks ago

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467 Coaching 3 Accounting Firms on Tech Selection

Episode 467

Here’s the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-acti…

11 months, 3 weeks ago

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466 A Q&A about The Future of Accounting AI! (Q2 2025)

Episode 466

Learn more about Rightworks’ new community here! https://www.rightworkscommunity.com/

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11 months, 3 weeks ago

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465 Intuit Stealing Accounting Clients - Good or Bad?

Episode 465

Here’s a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

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11 months, 4 weeks ago

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