Artwork for podcast Accounting Influencers Podcast
Selling to Accountants: Hard or Easy? Jason Staats
Episode 1515th May 2023 • Accounting Influencers Podcast • Rob Brown (Accounting Influencers Roundtable - AIR)
00:00:00 00:26:40

Share Episode


Rob Brown interviews Jason Staats, who creates content on Twitter, LinkedIn, and YouTube to help people run accounting firms in a more fun and sustainable way. Staats discusses how he got into accounting and why he had to find a creative way to contribute because he needed to be a better tax preparer. He also touches on mental blockers that keep accountants from being more intentional versions of themselves and falling into the trap of working hard and thinking they've done their best.

Staats discusses the current state of the accounting industry, noting that it was challenging before COVID-19 and even more so after. He says there is a massive opportunity in the industry, but people need to get out of their way and not try to be everything for everybody at their own expense. He also talks about accountants' emotional connection with their clients and how it's hard to say no to them because of that connection.

Finally, Staats discusses the difficulty in reaching accountants and selling to them, noting that some companies do it well and understand how to speak the accountant's vernacular. He mentions that accountants carry the stresses of their clients and that it's the most challenging aspect of what they do. Overall, the episode provides valuable insights for accountants looking to grow their firms in a sustainable and fulfilling way.

Jason Staats is an accomplished entrepreneur and thought leader in accounting. He founded a $5M accounting firm, which he has run for 18 months. In addition, he has built a SAAS to $30k MRR, sold a startup, built a creatorpreneur business to $10k MRR, and produced commercials for brands like LinkedIn and Zapier.

Today, Jason helps people in three key areas. Firstly, he produces content to help accounting leaders develop more sustainable firms. Secondly, he provides thought leadership on adopting automation and AI to support public accounting. Thirdly, he helps software companies to better partner with the accountant channel and leverage AI in their products.

Jason is a prolific content creator and regularly shares his insights and ideas through his weekly newsletter, which is essential for accountants looking to stay up-to-date on industry trends. Jason is an invaluable resource for software companies looking to better engage with accountants. He has helped some of the most successful brands in the industry develop more meaningful products.


The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.


You can watch this episode and more on our YouTube Channel

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world:

For videos of all podcast interviews and bonus video content:

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit and elevate your practice today.

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our CPD-accredited sessions. Connect with 10,000+ finance professionals. Elevate your practice – attendance is free, plus earn up to 16 CPD points!

DEXT. Streamline your accounting practice with Dext! Our cutting-edge tools, Dext Prepare, Commerce, and Precision, revolutionize data handling, saving you precious time and ensuring accuracy. Connect seamlessly with leading software like Xero and QBO. Join 500,000+ customers transforming their practices. Start your free trial and embrace efficiency today!

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.



More from YouTube