Jason On Firms Podcast

Jason Staats

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569 The Three Best Desk Upgrades for Accountants

1/23/2026 • 72 min

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T 🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag In this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig into how to find higher-value clients inside a niche, when to partner with software companies and licensing bodies, and why better clients solve most capacity problems. I wrap with a deep mailbag covering pricing, tech stacks, Intuit alternatives, content creation, and how I build my software recommendations. 📌Here’s that CO2 monitor I mentioned https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W?sr=8-3 🎙️ Tax Stuff I mention in the video:- IRS Tax Solutions https://irstax.net/- Pitbull Tax Resolution https://www.pitbulltax.com/ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N573T 💰 Today's SponsorsMakersHub: https://makershub.ai/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: https://missiveapp.com/Soraban: https://www.soraban.com/ 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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