From accountant to automation expert, with Jason Staats

Accounting Leaders Podcast

English - February 08, 2023 02:44 - 32 minutes - 74.2 MB - ★★★★★ - 3 ratings
Management Business accounting leadership accountant accountants accounting firm stuart mcleod Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: A CPA's transition into tech entrepreneurship, with Ben Taylor

Next Episode: So you think you know trust, with Leah Roe

Jason Staats—accounting firm owner, content creator, automation expert and online community champion—joins the latest Accounting Leaders Podcast episode. Jason shares his journey in accounting, the power of surrounding yourself with like-minded people, automation and no code development, and why vendors need to make more data accessible.

Stuart and Jason discuss:

The outdoors and writing off an RV (1:30)Raising 3 kids under 5 (4:30)The shortest path to an undergraduate is studying accounting (5:30)Starting in a local Oregon accounting firm at the age of 19 (8:20)Surrounding yourself with like-minded, entrepreneurial people (10:00)Operational effectiveness and efficiency (11:45)Why you need cloud-native tools that give you access to your own data (13:50)Jason's tech stack (15:30)Automation and the role of accountants as quasi-developers (18:00)The power of online communities and learning from like-minded peers (24:30)An open-source accounting firm? (30:00)