Jason Staats from Realize

From accountant to automation expert, with Jason Staats

Podcast artwork

From accountant to automation expert, with Jason Staats

Episode 61   •   Feb 8
JasonStaats

About the Episode

About
Transcript

About the Episode

Transcript

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.

Episode Themes

Automation
Community
Technology

Episode Notes

  • The outdoors and writing off an RV (1:30)
  • Raising 3 kids under 5 (4:30)
  • Switching from computer science to accounting in college (5:45)
  • 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)
Episode Themes
Automation
Community
Technology
Episode Notes
  • The outdoors and writing off an RV (1:30)
  • Raising 3 kids under 5 (4:30)
  • Switching from computer science to accounting in college (5:45)
  • 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)
About the Guest

Jason is a CPA, ex accounting firm owner, YouTuber, podcaster, and founder of a fast-growing accounting community—Realize. When he isn't tweeting, writing, or filming, he's spending time with his wife and three young kids.

Meet the Accounting Leaders