Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms.
Episodes
628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I explain why admins are the most underleveraged people inside accounting fir
627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I make the case that your personal brand may become your greatest career insu
626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share the journey that took me from struggling to land $100/month bookkeepi
625 Should Accounting Firms Build Their Own Software? [Actually.. here’s where it makes sense]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down what firms are actually creating, from custom integrations and r
624 The Faster Client Onboarding Method [Where most firms waste time]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I wrap up the Dirty Dozen series by tackling one of the highest-leverage area
623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I explore why Anthropic embedding Claude directly into Slack may be one of th
622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I explain why I think advisory is often positioned the wrong way inside accou
621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I answer the nine AI questions I hear most often from accounting firms, cover
620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down five change management traps inside accounting firms, from overw
619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I explore the sudden rise of AI agent platforms built specifically for accoun
618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the six biggest traps accounting firm owners fall into when tryi
617 5 More AI Use Cases for Accounting Firms [Number three is incredible]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share five real AI workflows that accounting firms are already using in pro
616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the six biggest pricing traps holding accounting firms back and
615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down Thrive Holdings’ $1B accounting firm rollup, why OpenAI has a st
614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the three most likely AI futures for accounting firms, general-p
613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I argue that AI has fundamentally changed how accounting firms should think a
612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the 10 commandments of an accountant’s desk setup and why your o
611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why practice management systems become such a nightmare for acco
610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down how firms can move from live Claude conversations to AI workflow
609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the six biggest blockers keeping accounting firms from becoming
608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down six real AI use cases accounting firms are actively using right
607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why accounting firms don’t just need more clients, they need bet
606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I unpack whether AI is a real reason to sell your accounting firm right now.
605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why most accounting firm workflow problems are actually capacity
604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I break down two major Claude updates for accounting firms: Live Artifact
603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I break down a real accounting firm doing over $400K in revenue while the
602 How Accounting Firms Pick Software Just Changed
Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemai
601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why hiring feels impossible for accounting firms and why that’s
600 A Claude Cowork SECURITY Guide for your Accounting Firm
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share a simple framework for deciding whether to keep hiring or intentional
599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down how I transitioned from running a 40-person firm to helping othe
598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down how accounting firms should actually think about communication,
597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why review is still the biggest bottleneck in most accounting fi
713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down real data from 700+ accounting firms on how they’re actually cho
595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down how to actually set a minimum price in your firm without anchori
594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork ar
593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I share a practical framework to fix productivity in accounting firms, fr
592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I sit down with Logan Graff to break down what actually happened inside his f
591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why I think we’ve been focusing on the wrong AI agent and why Op
590 The 7 Things Your DESK Needs: An Accountant’s Guide [The most important workspace decision for accountants]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share my thoughts on building a better desk setup for accountants and why s
589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share a supercut of Q&A from two live events we hosted in San Francisco
588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down what AI agents actually mean for accounting firms today and the
587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down how accounting firms can better manage busy season bottlenecks a
586 First Impressions: Claude Cowork for Accounting Firms [Is this the most powerful AI agent for accountants?]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down what AI agents actually mean for accounting firms after hands on
585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.com In this episode, I share a simple framework for deciding whether to keep hiring or intenti
584 Coaching 16 Accounting Firms on PRICING In 52 Minutes [Simple tricks to make the same work more profitable]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share the best questions I got during my live events in DC and Seattle. ex
583 He Sold His Accounting Firm To His Son (And It Actually Worked)
🚀 Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps 🧰 Swipe my FREE app recommendations for accounting firms: https://rlz.io/ ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.comMy name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better
582 10 Accounting Firm HIRING Traps [These are the mistakes I made]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the 10 biggest hiring mistakes I made running an accounting firm
581 Computer Monitors - An Accountant’s Guide [The most important tech purchase accountants will make]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down why your monitor is probably the most important piece of tech in
580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind “all-in-one vs best-of-bree
579 How 593 Accounting Firms Are Actively Using AI [The largest ever accounting AI study just dropped]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale.☎️ Leave me a voicemail at (1)516-980-4968! 📝 Grab your own copy of the state of AI rep
578 This DATA Proves The Value Of Your Accounting Firm [This is how you land high-paying clients]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down six practical ways accounting firms can prove their value using real numbers, not just marketing c
577 Why LinkedIn Doesn’t Work for Accounting Firms [Let me save you three years of wasted effort]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what’s actually happening with LinkedIn right now and why so many accounting firms are seeing t
576 The Tech Modern Accounting Firms Are Buying In 2026
🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://rlz.io/My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the
575 Accounting Firm Referrals: The Complete Guide
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down why referrals are both the most common way accounting firms grow and one of the fastest ways to end up with the wrong clients. I cover how referral le
574 The Best AI Apps for Accounting Firm Marketing! [You won’t believe the things you can do right now]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps In this episode, I sit down with Karen Reyburn to break down how accounting firms should actually be using AI for marketing. We walk through a practical framework that starts with research, then extraction, ideation, and
573 This Accounting Firm Tech Is Dying ☹️ [The tech every firm needs to avoid]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/appsIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Mult
572 Accountants Aren’t Ready for THIS AI Tech
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools t
571 The Email Every Accounting Firm Should Write
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C575T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A575T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down with Jonathan Stark to talk about why email is still the most powerful channel for building trust, authority, and better clients. We dig into ho
570 How To Know If Your Accounting Firm Needs a Coach
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to cl
569 The Three Best Desk Upgrades for Accountants
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I cover three desk upgrades that dramatically improve focus, health,
568 How Smart Accounting Firms Attract Better Clients
🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://jasononline.link/CKatie🧰 Swipe my FREE app recommendations for accounting firms: https://jasononline.link/AKatieMy name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that
567 This Accounting Firm Is OVER CAPACITY
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C572T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A572T🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just bet
566 A Masterclass In Accounting Firm Proposals
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clien
565 The One Sentence That Lands Better Clients
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T☎️ Leave me a voicemail at (1)516-980-4968!📩 My newsletter! https://jasononline.link/N570TIn this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunc
564 Great Accounting Firm “Workflow”, Defined
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T☎️ Leave me a voicemail at (1)516-980-4968!📚 Here’s that service library resource: https://jasononline.link/SL569TIn this episode, I break down what “workflow” really means for accounting firms go
563 Profitable 1099 Work! A Guide for Accounting Firms
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than t
562 Accounting Firms: Your New Year’s Manifesto
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks li
561 He Built the AI That Runs Your Accounting Firm
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break d
560 TIME Management Advice for Accounting Firms
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that sh
559 2026 Tech Predictions for BOOKKEEPING Firms
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xer
558 2026 Tech Predictions for TAX Accounting Firms
🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming
557 2025 BOOKKEEPING Accounting Firm Tech Highlights
🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved
556 2025 TAX Accounting Firm Tech Highlights
Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery,
555 Using AI To Manage Accounting Firm Communications
🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowC
554 Let’s Solve Your Accounting Firm’s Greatest Constraint
🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In t
553 Live Coaching 6 Accounting Firms in 32 Minutes
🚀 Talk shop with almost 700 firm owners figuring this out together: https://jasononline.link/C555T📚 See the apps I actually recommend for firms: https://jasononline.link/A555T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smart
552 This Tech Unlocks the Future of Accounting Firms
🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T📚 Swipe my app database: http://jasononline.link/A561T📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter📝 The AI notetakers in my radar for accounting firms:Vinyl https://www.usevinyl.com/Ping https://pingassistant.com/Abacor https://abacor.com/🤖 Here are my 3
551 Employ THIS Delegation Practice In Your Accounting Firm
👋 Want to get out from behind the screen? Meet other firm leaders and jam on what’s working. Grab a spot at a city near you: https://jasononline.link/LE560T 🚀 Build a better firm faster. Join 600+ owners trading playbooks in the community: https://jasononline.link/C560T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I get honest about how much time you lose by hanging onto w
550 The Uncomfortable Truth That Makes Accounting Firms More Profitable
👋 Come hang out in person. Swap stories with other firm owners and pick up ideas you can actually use. Save your spot: https://jasononline.link/LE559T🚀 Don’t build your firm alone. Join 600+ owners who compare notes and help each other win: https://jasononline.link/C559T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get real about over-delivering on quality and why “perfec
549 Meet The Founder Building AI for AUDITORS
👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T☎️ Leave me a voicemail at (1)516-980-4968!Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/I
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