Jason Staats, Cpa

Jason Staats, Cpa Email and Phone Number

Founder @ Jason Online
United States
Jason Staats, Cpa's Location
United States, United States
Jason Staats, Cpa's Contact Details

Jason Staats, Cpa work email

Jason Staats, Cpa personal email

n/a
About Jason Staats, Cpa

I'm Jason 👋 A former $5M firm runner, SAAS founder and AI researcher.🤓 If you're an accountantJoin my weekly email list to stay on top of small firm strategy & tech https://www.jasononfirms.com/newsletter🌎 If you're a software companyJoin this list to learn how to fluently speak accountant, and identify new opportunities in the accounting vertical https://www.jasononfirms.com/software-newsletter

Jason Staats, Cpa's Current Company Details
Jason Online

Jason Online

View
Founder
United States
Jason Staats, Cpa Work Experience Details
  • Jason Online
    Founder
    Jason Online
    United States
  • Realize
    Founder
    Realize Oct 2020 - Present
    Realize is a high-effort community of accounting firm leaders, who are growing together through collaboration.What started as a small group of like-minded firm owners, has grown to become an incredible community of 300+ of the most talented accounting professionals in the world.
  • Gusto
    Gusto Partner Advisory Council Member
    Gusto Jun 2020 - Dec 2022
    San Francisco, California, Us
    Gusto's "PAC" is an exclusive and select community of accounting professionals who partner with Gusto in advising their clients through payroll, benefits, and HR. This group exists to drive innovation and platform updates at Gusto that best reflect the accounting and small business community at large. Think of the GPAC as our go-to panel of experts for product and service feedback, and industry knowledge.Gusto's "PAC" is made up of accounting practices of all sizes, representing the accountant and bookkeeper life of all stripes. GPAC is a group that challenges and champions the needs of our clients in deep partnership with the modern resources that bring that support to life.
  • Brenner & Company, Llp
    Partner
    Brenner & Company, Llp Jan 2019 - Dec 2022
    Salem, Or, Us
    While continuing to oversee our Managed Accounting arm, I transitioned to support the long-term strategy of the firm as a whole.We continue to introduce innovative financial services leveraging technology like RPA and no-code tools to become more efficient at what we already do, and identify new opportunities to serve the needs of small business owners.
  • Brenner & Company, Llp
    Managed Accounting Director
    Brenner & Company, Llp Jan 2017 - Dec 2018
    Salem, Or, Us
    Developed a new "managed accounting" client accounting services arm of our business. This department provides full outsourced accounting support, including:- Bookkeeping- Reporting- Payroll- Bill pay- AdvisoryBy leveraging cloud technology we were able to scale the service profitably, with very low client churn. In three years this team grew from 1 to 10, becoming a core part of our overall business model. I pivoted our staffing strategy from on-premise to remote-first, and by becoming experts in the full accounting stack, ensured the future relevance of our firm's accounting systems expertise.
  • Brenner & Company, Llp
    Tax Preparer
    Brenner & Company, Llp Feb 2012 - Dec 2016
    Salem, Or, Us
    Supported small businesses clients with accounting, bookkeeping, tax reporting & tax planning needs.Continued to build upon expertise in 1040, 1120-S, 1120-C and 1065 tax preparation.
  • Faler & Associates Pc
    Staff Accountant
    Faler & Associates Pc Jul 2008 - Jan 2012
    Tax Preparation, Tax Planning

Jason Staats, Cpa Skills

Accounting Tax Financial Reporting Auditing Tax Preparation Corporate Tax Gaap Cpa Income Tax Internal Controls Financial Accounting General Ledger User Experience Design Team Oriented Team Building Creative Problem Solving Product Design Financial Statements

Jason Staats, Cpa Education Details

  • Portland State University
    Portland State University
    General
  • George Fox University
    George Fox University
    General
  • George Fox University
    George Fox University
    Accounting

Frequently Asked Questions about Jason Staats, Cpa

What company does Jason Staats, Cpa work for?

Jason Staats, Cpa works for Jason Online

What is Jason Staats, Cpa's role at the current company?

Jason Staats, Cpa's current role is Founder.

What is Jason Staats, Cpa's email address?

Jason Staats, Cpa's email address is js****@****cpa.com

What is Jason Staats, Cpa's direct phone number?

Jason Staats, Cpa's direct phone number is +150350*****

What schools did Jason Staats, Cpa attend?

Jason Staats, Cpa attended Portland State University, George Fox University, George Fox University.

What skills is Jason Staats, Cpa known for?

Jason Staats, Cpa has skills like Accounting, Tax, Financial Reporting, Auditing, Tax Preparation, Corporate Tax, Gaap, Cpa, Income Tax, Internal Controls, Financial Accounting, General Ledger.

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