Jason On Firms Podcast

Episodet

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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 1h 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! jason@jasononfirms.comIn 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 1h 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! jason@jasononfirms.comIn 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 1h 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! jason@jasononfirms.comIn 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 1h 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! jason@jasononfirms.comIn 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
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  623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era] 07.07.2026 1h 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! jason@jasononfirms.comIn this episode, I explore why Anthropic embedding Claude directly into Slack may be one of the biggest AI shifts we’ve seen yet—and why it makes me both excited and uncomfortable. I explain how goals, MCP connections, and Slack integration could eventually make AI the operating layer of an entire company. I also share three creative AI workflows accounting firms are already using, discuss whether QuickBooks and Xero are losing their grip on the market, answer questions about Claude, onboarding bookkeeping clients, hiring with AI, and explain why firms should rethink their workflow statuses for the AI era.🔥 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📚 Here’s that service library resource: https://youtu.be/T8rQzr3ogkM?si=DRjYWbe-2LobQcuS📕The Alex Hormozi book I mentioned: https://www.amazon.com/100M-Offers-People-Stupid-Saying-ebook/dp/B099QVG1H8// Chapters:00:00 - Claude’s Trojan Horse?01:32 - Goals Change Everything05:29 - Claude Inside Slack10:34 - Is AI Running the Firm?15:31 - Why Software Developers Matter17:35 - Why MCP Wins19:48 - 3 Wild AI Use Cases20:23 - AI Proposal Generator24:55 - AI Client Reporting28:57 - AI Trial Balance Builder36:30 - Mailbag Begins38:13 - Will QuickBooks & Xero Lose?41:18 - Claude Chat vs Cowork46:58 - Best Alex Hormozi Book48:16 - Claude Projects Best Practices50:05 - Is ChatGPT Dead?51:48 - Pricing Cleanup Work56:27 - AI Resume Screening59:38 - Rebuilding Workflow Statuses for AI🗣️ 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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  622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future] 03.07.2026 1h 4min

  🚀 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 accounting firms and share five common traps that stop firms from building higher value services. I also cover Claude Fable returning to Claude, what its new pricing means, how I’d build a bookkeeping practice from scratch today, AI powered bookkeeping and review workflows, choosing practice management software, meeting transcript tools, Copilot versus Claude, training the next generation of accountants, and whether Intuit is falling behind.🔥 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 - Is Advisory Really the Future?01:43 - The Advisory Hype Problem04:05 - Trap #1: Imposter Syndrome09:31 - Trap #2: Giving Premium Work Away16:10 - Trap #3: Death by Deadlines19:07 - Trap #4: Selling Favors Instead of Products22:25 - Trap #5: Sell Outcomes, Not Coaching28:43 - Claude Fable Is Back38:31 - Mailbag38:58 - Best AI Meeting Transcript Tools41:44 - Which Accounting Ledger Would I Choose Today?44:10 - How Do You Avoid Buying the Wrong Software?49:58 - Do You Actually Use All These AI Tools?52:08 - Should Firms Standardize on Microsoft Copilot?53:43 - How Good Is AI at Reviewing Tax Returns?55:03 - Do File Naming Conventions Really Matter?56:39 - Will AI Create an Accounting Knowledge Gap?01:00:20 - Can Claude Help When Intuit Breaks?🗣️ 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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  621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms] 30.06.2026 1h 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! jason@jasononfirms.comIn this episode, I answer the nine AI questions I hear most often from accounting firms, covering how to securely use AI with client data, why I recommend Claude over ChatGPT and Copilot, where firms should start with AI, and practical workflows for QuickBooks, spreadsheets, email, and tax software. I also share my thoughts on the latest IRS AI guidance and why I disagree that AI savings should automatically lower client fees, then wrap up with a Mailbag on bank statement automation, QuickBooks MCPs, IT security, work papers, value pricing, and why I believe AI will make human expertise even more valuable.🔥 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 demo// Chapters:00:00 - The 9 Biggest AI Questions01:43 - AI & Client Data Security06:22 - Why Claude Beats Copilot08:04 - Should You Switch from ChatGPT?08:17 - Where Should You Start with AI?10:50 - Building Your First AI Agent14:49 - Best Beginner AI Use Cases17:00 - AI & QuickBooks Automation20:56 - Can AI Automate Tax Software?23:20 - Should Clients Know You Use AI?25:37 - IRS Says AI Should Lower Fees?32:23 - Mailbag32:48 - How Do I Automatically Fetch Bank Statements?38:09 - Secure Client Credentials Without Sharing Passwords40:44 - Are Traditional Work Papers Still Worth It?44:05 - How Do You Handle AI Discount Requests?47:22 - Can Claude Post Journal Entries to QuickBooks?52:04 - Is Thomson Reuters Falling Behind on AI?54:06 - IT Security for a New Fractional CFO Firm56:20 - Does AI Kill Creativity and Advisory?01:02:00 - 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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  620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it] 26.06.2026 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! jason@jasononfirms.comIn this episode, I break down five change management traps inside accounting firms, from overwhelming the team with too much change to letting C and D clients block the firm you actually want to build. I also talk about niche opportunities in soccer and space accounting, recurring AI workflows, Intuit’s stock drop, simplifying client onboarding, rolling out Claude to a team, trial balance workflows, and how large a solo AI-powered firm could become.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial 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.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - Getting Everyone Aligned01:19 - The Dirty Dozen Returns02:12 - Change Management Traps02:18 - Trap #1: Change Overload06:10 - Trap #2: Incentives Gap09:00 - Trap #3: Quiet Skeptics15:17 - Trap #4: Carve-Out Clients18:17 - Trap #5: Adoption Letdown21:49 - Change Management Recap22:27 - Accountants Power The World Cup22:39 - Niche Of The Week24:33 - Passion-Driven Firm Niches27:47 - Space Accounting Returns30:58 - Mailbag Begins31:29 - Building Recurring AI Workflows34:23 - Should I Sell Intuit Stock?38:07 - Simplifying Client Onboarding42:13 - Rolling Out Claude To A Team44:42 - Trial Balance After Engagement Manager49:27 - Fear Of AI Tool Switching51:05 - How Big Can A Solo AI Firm Get?🗣️ 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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  619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms] 23.06.2026 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! jason@jasononfirms.comIn this episode, I explore the sudden rise of AI agent platforms built specifically for accounting firms and ask whether Claude will remain the long-term home for firm-built agents. I compare launches from Ramp, Digits, Pilot, Puzzle, Mercury, Canopy, and Double, then answer a listener question about what firm owners should focus on during the summer months. In the mailbag, I cover software firms should avoid,  practice management system selection, and what to do when Claude makes mistakes in bookkeeping workflows.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial 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.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats⚒️ Tools I mentioned-Ramp Stack https://ramp.com/lp2/stack-Digits Agentic Close https://digits.com/blog/agentic-close/-Pilot Meridian https://meridian.pilot.com/-Puzzle AI Close https://puzzle.io/ai-close-Canopy Coworker https://www.getcanopy.com/coworker/-Mercury Command https://mercury.com/command-Double https://doublehq.com/// Chapters:00:00 - The AI Agent Gold Rush07:58 - Where Agents Actually Live12:11 - The Future Of Firm Automation15:31 - Summer Priorities For Firms18:36 - Take A Break This Summer20:17 - Make Big Tech Changes22:04 - Building Better Systems26:51 - Planning For Growth30:57 - Hiring Before Busy Season31:53 - Strategic Thinking Time33:32 - Mailbag33:43 - Any Software To Completely Avoid?36:22 - AI Influencers & Phantom Products40:50 - Should Firms Try Instead?42:18 - What Happened To SmartVault?46:11 - Which Practice Management System Should I Choose?49:30 - What If Claude Makes Mistakes?54:01 - From How-To To What-To-Do55:00 - The Future Of Space Accounting🗣️ 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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  618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole] 19.06.2026 53min

  🚀 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 trying to build a higher-quality, more profitable client list. I explain why concentration risk is often overblown, why firms struggle to commit to a niche, how big-money clients can distract you from your ideal business, and why regularly curating your client list is one of the most important jobs of a firm owner. I also answer questions about firing clients through pricing increases, whether prompt libraries still matter in the AI era, partnering with specialists for services like sales tax and payroll, and what I think about Claude’s QuickBooks Online integration and the future of AI-powered accounting workflows.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial 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.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - The Client List Asset01:27 - The Dirty Dozen Returns02:23 - Trap #1: Concentration Risk Fear06:38 - Trap #2: The Commitment Gap09:10 - Trap #3: Big Money Clients10:28 - Trap #4: Curation Hesitation13:09 - Trap #5: Big Fish vs Minnows18:17 - Trap #6: The Machine Problem22:24 - Protecting The Client List23:18 - Mailbag23:44 - Raising Prices to Lose Bad Clients26:54 - Are Prompt Libraries Still Worth It?30:17 - Goals vs Prompts in AI32:07 - Strongest AI Use Cases Today36:14 - Process Improvement Career Paths38:14 - Sales Tax Apps for Ecommerce43:18 - Claude + QuickBooks Integration52:35 - Tour Wrap-Up & Community Thanks🗣️ 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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  617 5 More AI Use Cases for Accounting Firms [Number three is incredible] 16.06.2026 1h

  🚀 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 production, from reading handwritten checks and verifying tax transcripts to automating audit checklists, preparing spreadsheet workpapers, and building AI-powered email dashboards. I explain how firms should think about moving from AI assistants to AI-driven workflows and why documentation, goals, and process design matter more than prompts. Then I review an accounting firm built by a non-accountant, discuss pricing and niche strategy, and answer questions.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial 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.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - Five AI Workflows Firms Use Today18:01 - AI-Powered Email Dashboards20:24 - Roast a Firm31:30 - Mailbag35:20 - Buying Legacy Firms in the AI Era49:45 - Mailbag 259:45 - 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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  616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it) 12.06.2026 1h 12min

  🚀 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 explain practical ways to fix them. We talk about moving beyond hourly billing, improving proposal design, avoiding underpricing, and building pricing systems that actually support profitability. I also share my reaction to the latest AI developments, including why new models like Fable have me questioning just how quickly the landscape is changing. We discuss what AI means for accounting firms today, where it creates leverage, and why pricing becomes even more important as AI reduces the relationship between effort and value.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial 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.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - Pricing Traps Holding Firms Back19:00 - Fixing Your Pricing Strategy39:14 - Mailbag53:30 - 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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  615 The First $1B Accounting Firm Rollup [What this means for small accounting firms] 09.06.2026 58min

  🚀 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 stake in it, and what this could mean for small firms. I explain why traditional rollups often fail, why AI may change the economics, and why client relationships still matter most. Then I walk through how an accounting firm could build a niche around indie authors, including choke points, live events, software vendors, and influencers. I also answer questions on moving clients from owner to staff, AI tax prep disappointments, whether I’m paid by Claude, MCPs for practice management, speech-to-text tools, CPA value, and AI disclosure to clients.📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 - The $1B AI accounting bet22:41 - Nerd Corner35:34 - Mailbag begins35:53 - Getting clients to trust your team38:22 - Why AI tax prep disappointed46:37 - MCPs and the future of firm tech55:00 - Do clients need AI disclosure?🗣️ 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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  614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm] 05.06.2026 1h 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! jason@jasononfirms.comIn this episode, I break down the three most likely AI futures for accounting firms, general-purpose AI assistants like Claude, AI assistants connected to software through MCPs, and AI embedded directly inside accounting software. I explain the pros, risks, and strategic implications of each approach, especially around security, software buying decisions, and vendor lock-in. I also share real-world AI use cases from firms around the country, answer questions about hiring AI specialists, security best practices, offshore staffing compliance, and helping teams navigate AI-related job fears. 📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 - Three AI Futures for Accounting Firms09:04 - MCPs and the Future of Software24:25 - AI Built Into Accounting Software34:11 - Which AI Future Is Most Likely?35:54 - Nerd Corner44:31 - Mailbag44:31 - Escaping the Capacity and Hiring Cycle52:05 - Offshore Hiring and Cloud Accountant Staffing59:26 - AI Hiring, Security, and Team Concerns🗣️ 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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  613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs] 02.06.2026 1h 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! jason@jasononfirms.comIn this episode, I argue that AI has fundamentally changed how accounting firms should think about SOPs, documentation, and standardization. I walk through six common documentation traps and explain why many traditional best practices are already becoming obsolete as AI agents can create, maintain, improve, and even execute processes themselves. Then I answer questions on CRMs vs practice management systems, building a niche advisory service, creating culture in remote teams, QuickBooks Desktop vs modern AI workflows, software being replaced by Claude, AI security for small firms, and whether QuickBooks Desktop might oddly become relevant again in an AI-first world.📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 - AI and the Future of SOPs05:25 - Six Documentation Traps17:11 - AI Agents and Process Management30:32 - Mailbag30:56 - Do Accounting Firms Need a CRM?37:18 - Finding Clients for a New Niche41:10 - Building Culture on Remote Teams43:24 - QuickBooks Desktop vs Enterprise Suite45:44 - How to Niche Your Accounting Firm47:28 - Software Being Replaced by AI51:24 - AI Security for Small Firms56:06 - Which AI Models Should Firms Use?57:48 - Is QuickBooks Desktop the Future?🗣️ 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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  612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station] 28.05.2026 33min

  🚀 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 office environment directly affects productivity. I cover monitor limits, desk wheels, underside mounting, monitor arms, eye level, cable management, keyboards, team hardware standardization, chairs, lighting, and CO2 levels. Then I play Hot or Not with office trends like standing desks, gaming chairs, glass desktops, L-shaped desks, and keyboard trays.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 The accountant desk setup problem01:02 Why office setup affects productivity02:00 Commandment 1: know your limits05:23 Commandments 2–3: wheels + underside mounting08:55 Sponsors: hiring + tax workflow10:53 Commandments 4–8: monitors, cables, keyboards, hardware18:57 Sponsors: Canopy + Verito21:14 Commandments 9–10: chairs, lighting, and CO225:17 Hot or Not: office trends33:01 Final desk setup advice🗣️ 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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  611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong] 26.05.2026 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! jason@jasononfirms.comIn this episode, I break down why practice management systems become such a nightmare for accounting firms and the six biggest traps firms fall into when selecting, migrating, and rolling out a PM platform. I explain why there’s no perfect system, why demos are misleading, how firms overload their teams with change, and why client portals fail adoption. Then I speedrun listener questions on AI pricing, niching risk, automating client back offices, workflow bottlenecks, and whether AI threatens accounting firms. I also debut a new segment.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 - Practice management systems are high-stakes01:21 - Dirty Dozen+ PM headaches02:01 - The 6 biggest PM traps14:17 - PM setup, migration, and adoption mistakes24:07 - Roast My Podcast Reviews31:24 - Mailbag32:02 - Human vs AI accounting work41:13 - Is AI replacing accounting firms?43:49 - Does AI make niching riskier?48:56 - AI automation opportunities in client workflows51:15 - Why more accountants are starting firms54:19 - 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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  610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work] 22.05.2026 58min

  🚀 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 workflows that run in the background. I walk through five levels of AI autonomy, from simple chats and scheduled tasks to hosted routines and managed agents. Then I roast a $700K bookkeeping/CFO firm dealing with operational heaviness, SOP sprawl, niche opportunities, and scaling pains. I also answer questions on custom AI tools, Claude for Small Business, referral partnerships, where to build agents first, email triage, and whether old-school firms are worth buying.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 - AI in the walls02:12 - Five levels of AI autonomy06:17 - Claude Code routines + webhooks14:18 - Managed agents explained18:20 - Roast a $700K bookkeeping firm27:45 - SOPs, systems, and standardization33:07 - Local vs national niche strategy35:28 - Mailbag35:45 - Custom AI tools vs software46:03 - Where to build AI agents first48:25 - AI email management52:58 - Buying old-school firms56:09 - 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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  609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm] 19.05.2026 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! jason@jasononfirms.comIn this episode, I break down the six biggest blockers keeping accounting firms from becoming AI native. I explain why Claude is the best starting point right now, why AI adoption needs daily team habits, and why incentives matter more than training. I also cover pricing fears, staff anxiety, AI replacing task-based work, and how firm owners should think about their responsibility to help teams adapt.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: 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-notesMissive: https://missiveapp.com/jason// Chapters:00:00 - Why firms are struggling with AI02:54 - The 6 blockers to becoming AI native10:02 - Why teams resist AI adoption17:30 - AI pricing fears + job replacement29:23 - Mailbag44:15 - Will AI kill accounting work?49:31 - Content strategy + scaling content53:36 - 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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  608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!] 15.05.2026 1h 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! jason@jasononfirms.comIn this episode, I break down six real AI use cases accounting firms are actively using right now, from Claude creating SOPs from screen recordings and consolidating multi-entity financials, to tax checklist automation, document renaming, crypto dashboards, and AI-powered prospecting. I also explain where AI agents still break down, especially around month-end close document collection and browser automation. Then I answer questions on pricing confidence, niching, fast growth vs profitability, hallucinations, personal finance workflows, and whether firms should master app-specific AI or focus on cross-platform AI agents like Claude Cowork.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: 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-notesMissive: https://missiveapp.com/jason// Chapters:00:00 - Six real AI use cases for firms07:40 - AI checklists + hallucination risks17:24 - AI prospecting + newsletter CTA21:14 - Nerd Corner: month-end close chaos35:34 - Mailbag35:55 - Pricing confidence + charging more42:28 - Fast growth vs profitability49:16 - Personal finance + Claude vs Digits54:18 - AI hallucinations explained59:42 - Learn Claude or app-specific AI01:01:17 - Closing thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa