The Woodard Report Podcast: Episode 52 - Interview with Jason Staats

Heather Satterley
Posted by Heather Satterley on May 4, 2023 9:07:08 AM

As the world of accounting stands on the brink of a technological revolution, automation and artificial intelligence (AI) are reshaping the industry. As co-host of The Woodard Report podcast, I had the pleasure of sitting down with Jason Staats, a fellow accounting technology enthusiast, and the engaging CPA behind a popular daily accounting tech show, Jason Daily. We dove deep into the challenges and opportunities that lie ahead for accounting professionals. Read on to discover key takeaways from our conversation and learn more about Jason's journey in the accounting world.

Meet Jason Staats

Jason Staats, CPA, is not your ordinary accountant. He's a trailblazer in the industry, actively engaging with his audience on YouTube, LinkedIn, and Twitter. Jason's unique blend of technical expertise and forward-thinking approach to accounting has made him a sought-after thought leader. With his daily video show and weekly newsletter, he keeps accounting professionals informed and entertained. He's also the founder of Realize, a thriving community of accounting firm leaders looking to embrace the future.
In our conversation, Jason shared his fascinating and unique journey to where he is today. Starting with a traditional background in public accounting, he quickly realized the potential of technology to transform the industry. Jason embraced this change and pivoted his career to focus on integrating technology into accounting practices.

Jason also delves into his unique approach to incorporating ChatGPT, a state-of-the-art language model by OpenAI, into his accounting work. A prime example from the conversation highlights how he harnesses the capabilities of ChatGPT to parse bank statements, converting them into importable CSV files. This automation streamlines a process that has traditionally been labor-intensive. Jason's innovative use of technology is a testament to the importance of staying ahead in the accounting industry, and it encourages listeners to consider the potential advantages AI tools like ChatGPT could offer their own practices.

Key Takeaways

1. Embrace change: As AI and automation continue to make strides, it's essential for accounting professionals to adapt and grow. Jason encourages embracing a growth mindset and continually learning to stay ahead of the curve.

2. Harness technology: Jason and I discussed the importance of leveraging technology to streamline processes and improve client experiences. By integrating AI and automation, accounting firms can become more efficient and better serve their clients.

3. Future-ready mindset: It's not just about technology; it's about cultivating a mindset that prepares you for the future. Jason emphasizes the need to be proactive and adaptive, always looking for ways to improve and innovate.

4. Collaboration and community: Building strong connections with other forward-thinking accounting professionals is vital. Jason's Realize community is an excellent example of a collaborative space where industry leaders can share ideas and learn from each other.

5. Continuous learning: Staying current with industry trends and technological advancements is crucial. Jason recommends tapping into resources like his YouTube show, podcasts, and newsletters to stay informed and motivated.

This super fun conversation with Jason Staats illuminated the path forward for accounting professionals in an ever-evolving landscape. By embracing change, leveraging technology, and fostering a future-ready mindset, we can navigate the accounting revolution together. To learn more about Jason and his work, check out his webpage at

Listen to this super fun episode below and subscribe on your favorite podcast platform to stay updated with the latest episodes of The Woodard Report. Join us as we continue to explore the future of accounting and bring you valuable insights from industry experts. Happy listening!


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Topics: Podcast


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