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
651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Ja
650 AI Accountants Just Surpassed Human Accountants [What does this mean 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 firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Ja
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Ja
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Ja
647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth]
🚀 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 the latest generation of AI models should force accounting f
649 I’m Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern 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 eight different types of hires accounting firm owners can make,
645 8 Can’t Miss Accounting Firm Events Happening in 2026 [The best events to close out the year]
🚀 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 accounting conferences and industry events that are actually
644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]
🚀 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 compress a full year of accounting tech updates into one deep dive to help
643 449 Accounting Firms That Are For Sale RIGHT NOW [The latest data about accounting firm valuations]
🚀 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 the current market for accounting firms is telling us about
642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]
🚀 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 make their sales and discovery process
641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]
🚀 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 biggest AI developments of the last two weeks and what they
640 I Analyzed 5,000 Accounting Firm Sales - 9 Things To Know [We found some surprising trends]
🚀 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 dig into data from 5,000 accounting firm listings to see what firms are act
639 The 23 Types of Accounting Firm YOU Could Build [And when doing something different 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 23 accounting firm models that go beyond traditional bookkeeping
638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of 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 nine non-accounting apps that can make a modern accounting firm
637 9 Apps Every Accounting Firm Needs (that aren’t accounting apps) [These are required apps 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 break down nine non-accounting apps that can make a modern accounting firm
636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let’s throw out the bad strategies]
🚀 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 rank 20 different client acquisition strategies, then I walk through exactl
635 There Are 4 Types Of Accounting Firm [Which of these are 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 what an accounting firm could look like if AI eventually handles
634 This Is The Worst Case AI Scenario for Accounting Firms [How to prepare for what might come]
🚀 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 an accounting firm could look like if AI eventually handles
633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your 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 break down eight hard truths about pricing that most accounting firms need
632 How Every Accounting Firm Changes After 6 Employees [You must plan for 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 the three identities accounting firms can adopt once they grow b
631 The Psychology Of Building A Successful Accounting Firm [What today’s most successful accountants do different]
🚀 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 mindset shifts I consistently see behind the most successful
630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]
🚀 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 client information gathering is still the biggest bottleneck
629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced 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 exclusive data from more some of the most progressive accounting
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
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