Jason On Firms Podcast

Jaksot

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  643 449 Accounting Firms That Are For Sale RIGHT NOW [The latest data about accounting firm valuations] 15.09.2026 47min

  🚀 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! [email protected] this episode, I break down what the current market for accounting firms is telling us about valuation, including which firms are commanding higher multiples, why size alone does not appear to drive value, and what makes virtual and niche firms more attractive to buyers. I also highlight a bizarre new office gadget, discuss how accounting firms should evaluate their IT support for the AI era, and answer 📫 Mailbag questions about AI readiness, acquisitions, three-tier proposals for simple services, and whether firms should grow organically or through acquisition.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats📄 Grab the firm listing data set here https://docs.google.com/spreadsheets/d/1HHxl5KGG-3zApXRbpok8Hkacvn4vE6D_/edit?usp=sharing&ouid=101670352005046800441&rtpof=true&sd=true🪑 Butt cushion https://www.xpolar-tech.com/pages/xpolar-c1🎙️ The podcast episode with video advice https://youtu.be/xBitNWRIQeg?si=iDxnhxIlVWrMFHi9// Chapters:00:00 - Accounting Firm Valuations01:40 - 449 Firms for Sale02:30 - Typical Firm Size03:25 - Fractional Acquisitions03:50 - Size vs. Multiple04:45 - CPA Credentials05:35 - Premium Firm Characteristics06:40 - Where Firms Are Listed07:15 - Private Firm Sales08:35 - Reasons for Sale09:05 - Time on Market11:55 - Valuation Outliers13:25 - Premium Firm Examples15:00 - Highly Profitable Firms15:55 - The Coolest Office Gadget16:05 - X Polar C117:05 - 8 Sleep Comparison18:00 - Remote Workforce Monitoring21:34 - 📫 Mailbag21:59 - Choosing an AI-Savvy IT Provider22:29 - ChatGPT and Claude23:19 - AI Due Diligence27:00 - Getting Started With Video27:19 - Make 100 Videos28:14 - Reduce Production Friction28:39 - Invest in Lighting29:04 - AI Video Editing29:29 - Video as a Competitive Advantage30:14 - Organic Growth vs. Acquisition30:49 - Acquisition Efficiencies31:24 - Firm Size and Valuation31:44 - Industry vs. Geography32:14 - Avoiding Capacity Problems32:49 - AI and Diversification33:49 - Work Yourself Out of the Firm34:09 - Three-Tier 1040 Proposals34:19 - Pricing Simple Services35:29 - Premium Delivery Tiers36:29 - Better Than Doing More37:04 - Scoping Availability37:44 - Bronze Client Economics38:04 - Opinionated Proposal Design40:34 - Firm360 and Intake41:19 - Choosing the Right Workflow43:04 - Practice Management Options43:39 - Acquiring a Small Client Book44:09 - Building a Side Hustle Firm44:49 - Seller-Financed Acquisitions45:14 - Finding A Clients45:54 - Acquisition as a Launchpad46:19 - Evolving Your Client List47:24 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week] 11.09.2026 1t 2min

  🚀 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! [email protected] this episode, I break down how accounting firms can make their sales and discovery process less painful by moving repetitive information upstream, introducing pricing earlier, setting better expectations, and using AI meeting transcripts to continuously improve the process. I also launch a new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - Fixing Your Sales Process01:50 - The Sales Process Problem02:47 - Stop Calling Everyone Tire Kickers07:57 - Move Information Upstream13:06 - Talk Price Earlier14:00 - Better Discovery Meetings17:30 - The Monthly Sales Review21:10 - 🫖 Hot Tea21:42 - Xero Backlash24:45 - Drake Smart Extract24:45 - Puzzle and Accrual26:50 - Carbon Updates28:28 - The App Ecosystem War32:42 - All-in-One vs. Best of Breed35:15 - Double Updates36:07 - Testing Instead38:37 - 📫 Mailbag39:00 - Remote Bank Access43:07 - Accounting File Management48:07 - Accountant Perfectionism53:16 - Practice Management for Big Firms55:37 - K-1 and 1099 Extraction57:29 - Building a Tax Advisory Practice01:03:16 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models] 08.09.2026 1t

  🚀 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! [email protected] this episode, I break down the biggest AI developments of the last two weeks and what they could mean for accounting firms, especially the shift toward AI that can actually operate a computer instead of simply chatting with you. I explain why computer-use AI could be especially powerful in accounting, where firms are constantly stitching together disconnected software, and why security and due diligence become even more important as AI agents gain more autonomy. I also go through 🔥 Roast My Tech Stack and answer to some of your questions in 📞 Accountant Support.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - The AGI Era01:20 - Artificial General Intelligence02:30 - Fable 5.104:45 - AI Benchmarks06:10 - GPT6 Astra07:55 - AI That Uses Your Computer09:25 - Automating Accounting Work10:40 - AI Inside Your Apps12:15 - What Do I Do With My Hands?13:05 - ChatGPT vs. Claude13:49 - AI Security Risks15:59 - Trusting AI Agents18:00 - Sandboxing AI19:45 - The Four-Monitor Accountant21:15 - Talking to Your Computer22:25 - Learning AI23:25 - AI Due Diligence25:35 - 🔥 Roast My Tech Stack26:25 - The 3.5-Person Firm27:54 - Practice Management28:44 - Month-End Close Automation32:24 - Drake Tax Hosting34:09 - Filed vs. GruntWorx34:49 - GoHighLevel35:24 - Document Management36:09 - Digits or Zero?36:29 - Upfront Pricing38:03 - Stop Building Software38:38 - AI and the Tech Stack40:44 - Submit Your Tech Stack40:59 - 📞 Accountant Support41:19 - Acquisition Fatigue43:14 - When to Acquire Firms43:59 - Starting With Small Acquisitions44:04 - Leaving Intuit45:19 - The Case for AI46:04 - Moving Beyond QuickBooks48:59 - Raising Your Prices49:44 - Migrating Existing Clients51:19 - Outsourcing Bookkeeping52:59 - Offshore Bookkeeping53:58 - AI Bookkeeping54:43 - Business Valuation Credentials55:38 - Building a Valuation Practice56:38 - Is an Accounting Degree Still Worth It?57:28 - Accounting Beyond Bookkeeping58:18 - AI Watermarks59:08 - Talking to Clients About AI01:00:14 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  640 I Analyzed 5,000 Accounting Firm Sales - 9 Things To Know [We found some surprising trends] 04.09.2026 52min

  🚀 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! [email protected] this episode, I dig into data from 5,000 accounting firm listings to see what firms are actually selling for, what drives higher multiples, and which common M&A assumptions don’t hold up. I also break down medical spas as a potential accounting niche in 🐝 Niche of the Week and map out how I would enter that market. Then I answer to your questions in 📞 Accountant Support.📄 Grab the Accounting Firm Acquisitions spreadsheet I talked about: https://docs.google.com/spreadsheets/d/1HHxl5KGG-3zApXRbpok8Hkacvn4vE6D_/edit?usp=sharing&ouid=100194317059241398669&rtpof=true&sd=true💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - 5,000 Accounting Firm Sales01:15 - Accounting Firm M&A Data02:35 - Multiples Are Rising03:30 - Does Firm Size Matter?05:45 - Virtual Firm Premium06:25 - Why Owners Sell07:15 - Geography and Firm Value07:45 - Most Firms Sold Are Small08:55 - Financing Firm Acquisitions09:20 - Buyer Demand Is Rising09:40 - Which Services Sell Best?10:35 - The 1.5x Multiple Myth14:55 - More M&A Surprises16:50 - What Firms Actually Sell For17:40 - 🐝 Niche of the Week18:00 - Medical Spas19:05 - Are Solo Med Spas Too Small?20:20 - The Better Med Spa Client21:25 - Targeting More Mature Med Spas23:05 - Finding Med Spa Clients28:30 - Med Spa Referral Channels30:10 - The Swear Jar32:30 - Accounting Cornerstone Foundation32:35 - 📞 Accountant Support32:55 - Puzzle Acquired by Accrual35:00 - How Fast Should Your Firm Grow?41:55 - Claude Skills Security44:35 - Claude Pro and Client Data46:40 - Automating QBO Deposits48:55 - Can Instead Replace UltraTax?51:55 - App Recommendations52:00 - Accounting Firm Sales Data🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  639 The 23 Types of Accounting Firm YOU Could Build [And when doing something different makes sense] 01.09.2026 55min

  🚀 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! [email protected] this episode, I break down 23 accounting firm models that go beyond traditional bookkeeping and tax, including specialized compliance, niche audit, and advisory opportunities that small firms can compete for. Then I take the idea of specialization to its logical extreme and build a space accounting firm from scratch, using government awards, cost reimbursement contracts, conferences, and accelerators to find potential clients. In 📫 Mailbag, I dig into whether AI will eliminate junior accounting roles, how firms can use AI to attract better clients, connecting Claude directly to QuickBooks Online, private versus cloud AI models, what I’m spending on AI subscriptions, and the environmental tradeoffs of AI.🔥 Want the chance to have your firm anonymously roasted? Complete this form! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - 23 Accounting Firm Niches03:30 - Trust & Estate Firms04:50 - Nonprofit Tax Firms05:40 - Tax Representation Firms06:10 - Sales & Use Tax Firms07:20 - Foreign-Owned Business Firms08:10 - Expat Tax Firms08:40 - Crypto Compliance Firms09:00 - Cannabis Compliance Firms09:34 - 401(k) Plan Audit Firms10:40 - Government Grant Audit Firms14:04 - Nonprofit Audit Firms14:39 - HOA Audit Firms15:29 - Construction & Surety Firms16:14 - Affordable Housing Firms16:59 - Franchisor Audit Firms17:24 - Captive Insurance Audit Firms17:49 - Credit Union & Community Bank Firms18:24 - Business Valuation Firms19:09 - Divorce Forensics Firms19:44 - Forensic & Fraud Firms20:09 - Royalty & Contract Compliance Firms21:09 - Healthcare Reimbursement Firms21:53 - Government Contractor Firms26:13 - Building a Space Accounting Firm27:43 - Finding Space Companies30:02 - Cost Reimbursement Contracts31:33 - Space Industry Gateways32:33 - Finding Niche Opportunities33:08 - Let’s Make a Hire35:48 - 📫 Mailbag36:22 - Will AI Replace Juniors?41:47 - Using AI to Grow44:17 - Claude + QuickBooks45:32 - Private AI Models50:26 - Jason’s AI Spend52:36 - AI’s Environmental Cost54:36 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm] 28.08.2026 56min

   🚀 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! [email protected] this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms.🔥 Want the chance to have your firm anonymously roasted? Complete this form! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Private Equity in Accounting01:45 - Accounting Firm Exit Options04:49 - $1M to $3M Firms06:34 - $3M to $10M Firms09:29 - Larger Firm Deals11:09 - Six Types of Deals14:04 - Minority Recapitalization15:09 - External Sales and Succession15:34 - What Makes Firms Valuable17:18 - Alliances and Franchises19:23 - 🔥 Roast My Firm20:05 - The $1.9M Tax Firm21:15 - Pricing Problems22:45 - Family Office Opportunity23:25 - The $100K Tech Stack24:19 - The Owner Bottleneck28:43 - Four Delegation Strategies32:27 - The Senior Hire Problem35:36 - 📫 Mailbag35:51 - Choosing Practice Management38:26 - Finding Audit Clients39:56 - Outsourcing Tax Production42:50 - Claude as Accounting Software43:50 - QuickBooks MCP Connector47:49 - MCP Security Risks48:49 - Building a Firm While Working51:09 - AI Advisory for Clients52:49 - Tax Return Delivery53:34 - Luca Pacioli Joins the Podcast56:19 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  637 9 Apps Every Accounting Firm Needs (that aren’t accounting apps) [These are required apps for accounting firms] 25.08.2026 1t 7min

  🚀 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! [email protected] this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - 9 Essential Non-Accounting Apps01:55 - Collaborative Email04:44 - Soft Phones + SMS06:25 - Loom for Client Communication08:55 - Social Media Scheduling10:19 - Password Management12:24 - Claude or ChatGPT14:04 - Slack or Microsoft Teams17:54 - Meeting Recorders19:04 - Scheduling Tools23:28 - 🔥 Roast a Firm24:54 - Why Specific Niches Work25:43 - Building a Side Website26:09 - Website Messaging28:38 - Capturing Visitor Emails30:23 - Adding Social Proof30:48 - Rethinking Website Pricing36:28 - Selling the Opportunity38:43 - 📞 Accountant Support38:58 - Cutting Lower-Paying Clients40:08 - How Many Clients to Cut44:02 - QuickBooks + Claude Outside the US48:12 - PC vs. Mac for AI50:32 - Trial Balance Software51:02 - Accounting Software Mount Rushmore53:02 - 10-Key ATB vs. Tallyfor54:47 - Is Software Too Expensive?57:02 - Should AI Replace CCH?01:00:22 - Starting an Accounting Firm01:05:26 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let’s throw out the bad strategies] 21.08.2026 1t 11min

  🚀 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! [email protected] this episode, I rank 20 different client acquisition strategies, then I walk through exactly how I would build an accounting firm from scratch today. I cover two versions: what I’d do with the network I have now, and what I’d do if I were starting with no connections at all. Then in the 📫 Mailbag, I tackle keeping premium clients after their original pain disappears, automating phone and messaging workflows, AI’s impact on bookkeeping, preventing AI hallucinations, and whether the future of accounting really means everyone has to become an advisor.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Finding New Clients01:15 - Ranking 20 Acquisition Strategies02:15 - Accounting Software Directories03:40 - Paid Ads06:50 - Cold Email09:00 - TikTok10:50 - Google Ads11:40 - Virtual Events13:40 - Hiring Industry Insiders14:30 - Webinars18:00 - Direct Mail18:55 - Google Business Profile19:55 - LinkedIn21:05 - Physical Signage22:20 - Online Communities23:25 - Industry Software Directories24:40 - YouTube26:40 - Industry Partnerships28:35 - Industry Authorities30:55 - Brand Partnerships32:25 - Industry Gates35:40 - In-Person Events38:01 - 🔥 Roast A Firm39:00 - Starting With Jason’s Network44:15 - The First Five Steps45:20 - Starting With No Network52:20 - Building a Lead Magnet54:48 - 📫 Mailbag55:15 - Keeping Premium Clients58:15 - Automating Phone & SMS1:01:10 - Is AI Crushing Bookkeeping?1:03:45 - Preventing AI Hallucinations1:06:25 - Does Everyone Need Advisory?1:09:45 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  635 There Are 4 Types Of Accounting Firm [Which of these are YOU?] 18.08.2026 1t 2min

  🚀 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! [email protected] this episode, I break down what an accounting firm could look like if AI eventually handles most of the actual production work. Using Satya Nadella’s framing of human capital and token capital, I explore why firm-specific knowledge, meeting transcripts, client conversations, and feedback loops could become some of the most valuable intellectual property inside an accounting firm. I also walk through three practical AI loops firms can start building today, dig into why accountants increasingly want MCP access instead of separate AI assistants inside every app, and answer listener questions in the 📞 Accountant Support section.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Four types of accounting firms01:40 - Compliance-only firms03:15 - Finding a compliance niche05:19 - Compliance pros and cons07:53 - Tax firms doing bookkeeping09:08 - The hardest firm to niche10:33 - The fastest-growing firm model11:27 - Selling the back office13:13 - Books-first firm advantages15:12 - Beyond traditional bookkeeping18:51 - Accounting firm partnerships20:30 - Bookkeeping-only firms23:24 - Comparing all four models24:29 - The opportunity in seasonal tax24:44 - The Swear Jar27:58 - 🤓 Nerd Corner: AI agents31:15 - Grokbot and computer automation34:39 - Where to draw the AI line36:44 - Making AI agents safer39:13 - 📞 Accountant Support39:39 - AI fetching bank statements42:38 - Spotting cheap clients43:33 - Positioning around valuable problems44:08 - Three-tier pricing45:53 - Staff vs. senior accountants46:13 - CRM vs. practice management51:07 - Getting staff to adopt AI54:52 - Tax Season Simulator56:17 - Avoiding bottomless habits56:57 - The second stomach debate59:26 - Closing thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  634 This Is The Worst Case AI Scenario for Accounting Firms [How to prepare for what might come] 14.08.2026 1t 3min

  🚀 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! [email protected] this episode, I break down what an accounting firm could look like if AI eventually handles most of the actual production work. Using Satya Nadella’s framing of human capital and token capital, I explore why firm-specific knowledge, meeting transcripts, client conversations, and feedback loops could become some of the most valuable intellectual property inside an accounting firm. I also walk through three practical AI loops firms can start building today, dig into why accountants increasingly want MCP access instead of separate AI assistants inside every app, and answer listener questions in the 📫 Mailbag section.📄 That article from Satya https://snscratchpad.com/posts/frontier-ecosystem/🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - The AI-Native Accounting Firm01:35 - What Happens When AI Does the Work?03:05 - Software’s AI Disruption06:00 - What Becomes Your Firm’s Moat?07:15 - Human Capital + Token Capital09:45 - Meeting Transcripts as Firm IP12:15 - Building Valuable Accounting IP15:59 - Human Judgment Still Matters16:50 - Building AI Learning Loops19:15 - Three Practical AI Loops20:05 - AI Month-End Workpapers24:35 - AI Tax Transcript Verification26:55 - Automating Meeting Follow-Up27:55 - Building Feedback Into AI29:10 - Automating AI Workflows31:50 - The Future Firm as AI Loops34:15 - 🤓 Nerd Corner34:30 - MCPs vs Built-In AI36:35 - Will Claude Replace Tax Software?39:05 - Why Firms Want Better MCPs41:55 - Helping Your Client’s AI44:25 - 📞 Accountant Support44:45 - Replacing QBO With Claude49:50 - Building Your Own Software54:55 - AI-Powered Bank Rules56:15 - Cloud Practice Management Security57:55 - Losing Three Staff in a Month59:45 - Pricing Through a Capacity Crisis1:00:44 - Closing Thoughts1:00:59 - Realize Community🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your pricing!] 11.08.2026 1t 1min

  🚀 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! [email protected] this episode, I break down eight hard truths about pricing that most accounting firms need to hear, from why pricing should feel uncomfortable to why delivery matters more than technical quality. I then roast a real listener’s proposal and explain how to structure three-tier proposals that command higher fees without adding more work. We also dive into how AI is changing proposals, bookkeeping software, and custom apps built by firms, before wrapping up with questions about QuickBooks, MCPs, AI-led accounting, and why I think the golden age of accounting is still ahead.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsMakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo// Chapters:00:00 - Why Most Firms Underprice Themselves01:15 - Truth #1: Pricing Should Feel Uncomfortable03:45 - Truth #2: Clients Decide Your Value05:59 - Truth #3: Premium Pricing Isn’t Evil07:39 - Truth #4: Attract Better Clients, Don’t Sell More09:13 - Truth #5: Stop Listening to C & D Clients11:54 - Truth #6: Delivery Beats Technical Quality17:19 - Truth #7: You Get What You Pay For19:14 - Truth #8: Don’t Lock In Day One Pricing22:40 - 🔥 Roast a Listener’s Proposal31:47 - Building Better Three-Tier Proposals38:23 - 🗄️ Tales from the Vault: Getting Real Online42:03 - 📬 Mailbag42:16 - Should You Leave QuickBooks Desktop?45:43 - AI Is Replacing Software Subscriptions48:00 - Will AI Change Three-Tier Proposals?51:09 - Claude, MCPs & QuickBooks52:52 - Should Your Firm Sell Software?57:31 - The Golden Age of Accounting59:37 - Realize🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  632 How Every Accounting Firm Changes After 6 Employees [You must plan for this!] 07.08.2026 49min

  🚀 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! [email protected] this episode, I break down the three identities accounting firms can adopt once they grow beyond roughly six employees and approach $1 million in revenue: the one-face firm, the two-face firm, and the no-face firm. I explain who each model suits, how each one scales, and why choosing intentionally can prevent you from building a firm you no longer want to run. I also review an LOI offering 1.5 times revenue for a virtual bookkeeping practice, share five ways to use AI to classify QuickBooks Online transactions, explain how Claude can send emails through custom connections, and answer questions about CPA credentials, tax workflow training, cloud hosting, and building a consulting practice around IRS controversy expertise.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - The Firm Identity Tipping Point01:20 - Why Firms Hit the $1M Wall02:46 - #1 The One-Face Firm05:02 - Becoming the Industry Expert06:24 - Scaling Beyond One-to-One Work08:03 - Who the One-Face Model Fits09:31 - #2 The Two-Face Firm10:43 - The Traditional Partner Problem13:28 - Who the Two-Face Model Fits14:20 - #3 The No-Face Firm15:20 - Building a Repeatable Machine16:27 - The Outcome Must Be Consistent17:01 - Finding the Golden Problem19:00 - Who the No-Face Model Fits20:08 - Choose Your Firm’s Identity21:29 - 🏹 Firm Hunters21:40 I- s 1.5x Revenue a Good Deal?23:10 - Is a 30% Margin Too Low?26:37 - What Makes This Acquisition Work?29:09 - Accounting Firm Valuation Benchmarks30:00 - Should the Owner Sell?31:17 - ☎️ Accountant Support31:32 - Five Ways AI Can Classify QBO Transactions31:53 - #1 AI Browser Use32:36 - #2 AI Computer Use33:12 - #3 Build a Chrome Extension33:46 - #4 Automate QBO Bank Rules34:48 - #5 Use a Dedicated App37:33 - Is the CPA Still Worth It?38:54 - Can Claude Send Emails?41:21 - Are Tax Workflow Programs Worth It?42:51 - Complex Property Classifications43:03 - How Much Is Claude Paying Me?44:15 - Best Cloud Hosting Providers45:38 - Building an IRS Controversy Firm49:00 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  631 The Psychology Of Building A Successful Accounting Firm [What today’s most successful accountants do different] 04.08.2026 57min

  🚀 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! [email protected] this episode, I break down six mindset shifts I consistently see behind the most successful accounting firms. We cover why client relationships should not automatically be treated as permanent, how high-agency firm owners deliberately shape their client base, why delaying difficult decisions makes running a firm harder, and why leaders should hire to protect their own time first. I introduce 🗄️ Tales From the Vault, where we revisit one of my earliest YouTube videos, its 300 views, painfully slow delivery, and an economically disastrous fanny pack referral program. Then, in 🔥 Unsolicited Takedowns, I question whether AI usage statistics and productivity flexes actually reflect meaningful work. I also dig into whether Claude can automate old-school accounting applications, the continued importance of time tracking, how to promote a side firm, where accountants should post online, and how new firms should approach pricing.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - Six Mindset Shifts for Firm Owners00:54 - Why Mindset Still Matters02:13 - #1 Stop Expecting Forever Clients05:00 - #2 Build a High-Agency Firm07:25 - #3 Do the Painful Thing09:40 - #4 Protect Your Own Time12:06 - The First Four Mindset Shifts15:21 - #5 Stop Figuring It Out Alone16:16 - #6 Build Around Your Passions21:05 - Why I Care About Accounting Firms24:13 - 🗄️ Tales From the Vault24:23 - My Cringey Early YouTube Video25:28 - The Reality of Starting With No Audience29:02 - Why I Kept Going29:41 - The $35 Fanny Pack Giveaway31:28 - 🔥 Unsolicited Takedowns31:28 - The Whisper Flow Productivity Flex34:00 - AI Usage Is Not Productivity38:17 - 📬 Mailbag38:29 - Can Claude Use Judy’s TenKey?42:50 - Should Firms Still Track Time?46:02 - Building a Side Firm Publicly50:05 - X or Instagram for Accountants?53:06 - Pricing a Brand-New Firm57:34 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today] 31.07.2026 55min

  🚀 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! [email protected] this episode, I break down why client information gathering is still the biggest bottleneck in most accounting firms and how the best firms use portals, automation, admins, and better processes to eliminate unnecessary project touches. I also introduce 🏖️ Accounting Firms Gone Wild, where I review unusual accounting firms currently for sale, and answer listener questions in 📬 Mailbag.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - The Biggest Workflow Bottleneck01:24 - Why Most Firms Stay Inefficient03:06 - Good Portal vs. Bad Portal08:03 - Better Client Request Systems15:23 - Portal Workflows That Actually Scale23:37 - 🏖️ Accounting Firms Gone Wild34:35 - 📬 Mailbag35:06 - Is Acupuncture Too Small a Niche?38:08 - Mercury vs. Relay41:33 - EA vs. CPA for Firm Owners43:27 - Growing a Bookkeeping Firm Faster45:56 - Handling Bad Google Reviews47:28 - Should I Leave My Firm?49:21 - AI and Citizen Developers51:20 - Leaving a $200K Job to Start a Firm💼 Links to those accounting firm listings:Peer Review Practice https://accountingpracticesales.com/united-states/west/utah/20901-Utah-Based+CPA+Peer+Review+Practice/Cupertino Firm https://www.bizbuysell.com/business-opportunity/rapid-growth-cpa-wants-another-cpa-25-49/2441221/NW Montana Firm https://accountingpracticesales.com/united-states/west/montana/20849-Northwest+Montana+CPA+Practice/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms] 28.07.2026 54min

  🚀 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! [email protected] this episode, I break down exclusive data from more some of the most progressive accounting firms to reveal which tech stacks firms actually use at every stage of growth. I also roast a listener’s proposed tech stack, share practical AI and marketing recommendations, answer questions about KPIs, niching, Google Business Profiles, accounting careers in the AI era, and explain how I create content for YouTube.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - Biggest Tech Stack Survey Yet01:01 - Practice Management by Firm Size06:05 - Most-Loved Accounting Apps08:49 - Marketing That Actually Works11:20 - Delegate Your Inbox Smarter13:13 - AI’s Hidden Data Advantage16:15 - 🔥 Roast My Tech Stack18:53 - Workflow vs Practice Management20:47 - Bookkeeping or Tax First?22:35 - AI Accounting Stack Picks24:05 - Build a Smarter Tech Stack30:53 - AI Video Editing with Claude34:13 - 📬 Mailbag34:34 - Best KPIs for Firm Owners38:34 - Finding the Right Niche43:08 - Do You Need Google Reviews?45:04 - Growing Beyond $750K48:36 - AI Skills for New Accountants51:00 - Behind My YouTube Workflow53:14 - Realize Community🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire] 24.07.2026 47min

  🚀 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! [email protected] this episode, I explain why admins are the most underleveraged people inside accounting firms and share 13 practical ways to use them to increase capacity, improve client service, and free up your professional staff. I also count down my top 10 accounting conferences still happening in 2026, then wrap up with a rapid-fire “This or That” Mailbag covering firm growth, tech, AI, conferences, and practice management decisions.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - Why Admins Matter More Than Ever01:28 - The Power of Deskilling Work05:45 - #1 Information Gathering08:27 - #2 Client Tech Support09:52 - #3 Phone Triage & Client Service14:16 - Detail Review & Offshore Admins17:22 - Admins as Project Managers18:42 - Build Pods Around Admins20:42 - Let Admins Run Your Inbox22:29 - Grow Admins Into Accountants26:53 - 🤓 Nerd Corner — Top 10 Accounting Conferences37:14 - Mailbag🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)] 21.07.2026 1t 6min

  🚀 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! [email protected] this episode, I make the case that your personal brand may become your greatest career insurance policy in an AI-first world. I explain why most accountants remain professionally invisible, how the internet has fundamentally changed the way opportunities are created, and why becoming known for something incredibly specific can unlock a level of leverage that wasn’t possible a decade ago. I also roast a real accounting firm that’s grown through acquisitions, share my thoughts on seasonal tax firms, niche positioning, and staffing, and answer Mailbag questions about building AI apps, AI security, accounting firm acquisitions, practice management software, automation, and what the future looks like if AI can do the accounting work for us.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsSoraban: https://www.soraban.com/MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - Why Personal Branding Matters More Than Ever01:37 - Welcome to the Podcast02:03 - Stop Being Professionally Invisible04:12 - The Real Meaning of Personal Branding06:01 - Why Visibility Creates Opportunity07:44 - Finding a Game You Can Win10:02 - Why Specificity Beats Reach12:09 - Finding Your Unique Voice13:06 - Turning Content Into Opportunity17:09 - Will AI Make Personal Brands More Valuable?20:00 - Escaping the Hour-for-Dollar Trap22:04 - The Easiest Way to Stand Out23:56 - Roast a Firm24:42 - The Story Behind This Firm29:49 - The Challenge of Buying Other Firms' Leftovers35:08 - Choosing Between Seasonal and Year-Round Work36:03 - Finding Seasonal Tax Talent39:08 - Going Deeper Into Your Niche41:59 - Mailbag42:34 - Building AI Apps Inside Your Firm48:00 - Buying an Accounting Firm50:20 - Replacing Sage Intacct52:03 - Building Your Own AI Reconciliation Tool53:22 - Is Claude Cowork Secure?54:42 - Can Instead Replace Traditional Tax Software?57:14 - Specialized AI Agents vs Claude1:00:00 - Do You Really Need More Automation?1:01:54 - Choosing Between Canopy and TaxDome1:04:20 - What Happens When AI Can Do Everything?1:05:56 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing] 17.07.2026 1t 10min

  🚀 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! [email protected] this episode, I share the journey that took me from struggling to land $100/month bookkeeping clients to signing my firm’s first million-dollar engagement. I explain what actually separates firms that command premium fees from those stuck competing on bookkeeping, why the biggest opportunity is becoming an outsourced accounting department instead of selling accounting tasks, and how entrepreneurs think differently about value than accountants do. I also dive into the opportunities and risks of using AI to automate desktop and cloud applications, discuss where AI agents fit into accounting firms today, and answer Mailbag questions about capturing institutional knowledge, practice management, AI adoption, offshore teams, tax return reviews, and building a successful accounting career in the age of AI.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Soraban: https://www.soraban.com/MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - From $100 Clients to $1M Engagements01:37 - Welcome to the Podcast03:03 - Why Businesses Pay $40K/Month04:50 - The Mindset Shift That Changed Everything10:03 - Becoming an Outsourced Accounting Department17:54 - Why Specialization Wins23:57 - Nerd Corner: AI Computer Use24:09 - OpenAI's Computer Use Models25:23 - The Risks of AI Agents27:20 - Claude vs. ChatGPT Computer Use28:28 - Deploying AI Agents Safely29:54 - Will AI Replace Automation Tools?32:11 - Browser vs. Desktop Automation41:29 - Let's Make a Hire43:35 - Mailbag43:53 - Capturing Institutional Knowledge46:13 - Getting Your Team to Adopt AI50:47 - Introducing AI to Offshore Teams51:40 - AI vs. Hiring More Staff53:06 - My Biggest Practice Management Mistake57:21 - Why I Built Realize59:56 - Coaching vs. Finding the Right Peer Group1:00:54 - Helping Staff Learn a Client Faster1:01:50 - AI for Checklists & Tax Reviews1:03:56 - Building Repeatable AI Workflows1:05:17 - Advice for New Accounting Graduates1:09:52 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  625 Should Accounting Firms Build Their Own Software? [Actually.. here’s where it makes sense] 14.07.2026 1t 15min

  🚀 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! [email protected] this episode, I break down what firms are actually creating, from custom integrations and reporting tools to trial balance workflows, and give my red-light/green-light take on what’s worth building. I also speedrun the latest AI releases, talk through whether small firms really need a practice management system, and answer questions about AI costs, offshoring, browser automation, and preparing your team for an AI-first accounting firm.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Soraban: https://www.soraban.com/MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 - Building Your Own Firm Software02:07 - How Firms Are Building Software04:08 - What Accounting Firms Are Building10:17 - What Should You Actually Build?18:13 - What Custom AI Apps Look Like25:26 - Nerd Corner: AI Updates26:00 - ChatGPT Work26:52 - Claude Combines Chat and Cowork29:17 - Grok Challenges Claude31:04 - GPT Live and Voice AI37:30 - OpenAI’s New AI Models45:29 - Mailbag45:53 - Getting AI Past Bot Restrictions49:03 - Do You Need a Practice Management System?54:42 - Building Referral Relationships57:32 - The Rising Cost of AI1:00:08 - Finding Time to Implement AI1:03:00 - What Happened When Clients Learned We Offshored1:07:48 - Automating Home Depot Receipts1:09:58 - Training Teams for an AI-First Firm1:15:16 - The Future of Accounting Firms🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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  624 The Faster Client Onboarding Method [Where most firms waste time] 10.07.2026 1t 5min

  🚀 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! [email protected] this episode, I wrap up the Dirty Dozen series by tackling one of the highest-leverage areas in any accounting firm: client onboarding. I break down the four biggest onboarding mistakes, explain how the first 90 days shape the entire client relationship, and share ways to standardize the process without losing the human touch. Then I switch to hiring and career growth, how firms can attract ambitious people, how employees know when it’s time to leave, and why AI won’t replace great talent. Finally, I answer questions on pricing, AI tools, tax workflow automation, practice management software, IT providers, starting a firm, camera setups, and much more.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Soraban: https://www.soraban.com/MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoKarbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staatsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes// Chapters:00:00 0 Client onboarding matters most01:55 - Dirty Dozen finale03:20 - Trap #1: Bad client filtering06:10 - Trap #2: Wrong onboarding owner11:20 - Trap #3: Chasing client documents16:40 - Trap #4: Standardize before automating21:05 - Hiring firms people won’t leave22:15 - When should you leave your firm?38:00 - Mailbag begins38:40 - Pricing and close rates41:50 - AI tax workflow & Filed47:10 - Starting your own bookkeeping firm50:15 - Most surprising AI use cases52:30 - Jason’s T-shirt recommendation54:20 - Self-hosting AI models55:45 - “Accounting department in a box”57:35 - Copilot vs Claude01:00:35 - Replacing Thomson Reuters File Cabinet01:02:50 - Camera, lighting & microphone setup01:05:25 - Closing thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa