How to Make Yourself Really Lucky with Jason "The Human API" Staats

Jeremy and Chris welcome special guest Jason "The Human API" Staats (@JStaatsCPA on Twitter, and yes we are working hard to get that nickname to stick). Jason is the name, face, voice and genius behind Jason Daily, a daily YouTube show which talks about how to move the profession forward, with a focus on tech and AI. The key takeaways from the episode (courtesy of ChatGPT) are: The conversation starts with a discussion about the purpose of the show and the desire to have more authentic conversations about accounting from a non-corporate perspective. The topic shifts to the challenges faced by accounting firm owners and practical steps they can take to free up time for more exciting and fulfilling work. The conversation explores objections and concerns that accountants have about implementing automation, hiring admin staff, and adopting cloud-based portals to move their firms forward. The difficulty of starting an accounting firm, citing regulatory requirements from the IRS and state boards of accountancy as major hurdles. The episode also touches on the changing landscape of accounting services, including the rise of productized services and the potential risks associated with not maintaining high standards in tax preparation. Follow the show on Twitter ⁠@CPAAdvisoryShow⁠ Jeremy Wells on Twitter ⁠@JWellsCFO⁠ Chris Hervochon on Twitter ⁠@ChrisHervochon