In this episode, Jason Staats talks about making the decision to leave public practice. This was especially hard as it was a two-partner firm and he was one of the partners.

In particular, we discuss:

• [06:17] How Jason originally came to buy into an accounting firm
• [14:40] Why he started to consider leaving the firm
• [20:23] How he approaches making tough decisions knowing he is going to disappoint people
• [23:51] How Jason brought up leaving with his business partner
• [27:11] Putting in place a transition plan

You might know Jason from his daily YouTube show for accountants ‘Jason Daily’.

Prior to 2023, Jason ran an accounting & tax firm in Oregon.

He started producing video content from his garage in 2020 and now he is focusing full-time on being a creator and running Realize a community for accounting firm owners. He has produced commercials for companies like LinkedIn and Zapier.

You can connect with him on LinkedIn or Twitter.

This episode of the podcast is brought to you by sponsors

TaxValet: Sales Tax Done For You

A2X: automated eCommerce accounting

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.

For more information or to get in touch with us, head over to our website lifestyleaccountant.co.