Jason Staats from Brenner & Company
From accountant to automation expert, with Jason Staats
From accountant to automation expert, with Jason Staats
About the Episode
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
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
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 Staats owns an accounting & tax firm in Oregon, and runs Realize, an online community for accounting firm owners. In 2020 Jason began producing video content from his garage. He now runs a YouTube channel for accounting firm owners, has produced commercials for companies like LinkedIn and Zapier, and co-hosts the podcast, AutomationTown. When he isn't tweeting, producing or writing, he's spending time with his wife and three young kids.
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