Ask Me Anything with Jason Staats

Jason Staats last ran a $5M accounting firm, then launched and sold a SAAS, worked on AI strategy with many of the coolest brands in our space and even helped put together the AICPA’s AI toolkit.

These days he spends 100% of his time talking with accounting firms and sharing what he learns.

Luke Frye is a Washington State CPA and Accountant in Residence at Canopy. He’s scaled his own firm, helped major platforms like Bench reach thousands of clients, and now partners with firm owners to solve overcapacity and underpricing through better technology, streamlined processes, and clear growth roadmaps.

NASBA sponsor page: Canopy

Recommended field of study: Business Management & Organization

Program knowledge level: Basic

Prerequisites required: None

Advanced preparation required: None

Delivery method: Group Live, Group Internet Based

Refund policy: Due to this program being offered free of charge, there will be no refunds issued.

Complaint resolution policy: Email us at angie.lucas@canopytax.com

Official registry statement: Canopy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.