Jason On Firms Podcast

🚀 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 AI agents actually mean for accounting firms today and the real security risks behind the hype, including the risks highlighted by Palo Alto Networks and why weaker AI models may be the biggest overlooked issue. I also review the latest companies in the AICPA startup accelerator and share quick reactions on which ones actually matter for firms. I answer mailbag questions on pricing faster financial statement delivery, Intuit’s new AI announcement, LinkedIn visibility, and what AI can realistically automate in bookkeeping and tax work.📄 The excellent article from paloalto networks https://www.paloaltonetworks.com/blog/network-security/why-moltbot-may-signal-ai-crisis/🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 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/candidatesSoraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/TeamUp: https://www.hireteamup.com/// Chapters:00:00 Introduction to AI Agents in Accounting01:15 Why AI Is Dominating the Conversation02:15 AI Agent Security Risks07:10 Top AI Agent Risks Explained19:31 Example of AI Agent Autonomy24:01 AI Model Security and Risk Management28:20 How Firms Should Approach AI Safely30:31 AICPA Startup Accelerator Overview33:00 Startup Accelerator Companies Review43:04 Mailbag Introduction43:30 Pricing Faster Financial Statement Delivery52:59 Intuit Intelligence Announcement56:54 AI and the Future of Tax Work1:07:06 Building Visibility on LinkedIn1:08:22 Perplexity Computer AI Agent1:09:05 AI Automation From Bank Statements to Tax Returns1:12:06 AI Anxiety in the Accounting Profession🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookkeeping and tax firms typically evolve their workflow systems over time and why proactive communication with clients can prevent status-check chaos. I also roast cleanup bookkeeping as a business model, explain why it is often the worst work to take on, and share better ways to scope and price it. The episode wraps with a mailbag covering firm growth breakpoints, niching into small solopreneurs, hiring trial day tests, and practical video production tips.📄 Here’s a link to some of those example docs https://drive.google.com/drive/folders/1bVm4_PMNm7aE6l7HC1WZqyB4Ti2jEdXZ?usp=sharing🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 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/TeamUp: https://www.hireteamup.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and tax experiments that changed my perspective. I cover what is possible today, where the security boundaries still are, and why the pace of change matters. Then I run through a Niche of the Week on high end custom jewelry designers and close with a mailbag on AI use cases, pricing tiers, starting a firm, and managing career decisions in an AI driven world.🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 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/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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] In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 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 Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/ Verito: https://verito.com/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 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 best questions I got during my live events in DC and Seattle. explain how I approach 3-tier proposals by customizing scope for each client and structuring tiers around delivery and access. I share how to roll it out at renewal, test it with a small group first, use urgency and scarcity to guide premium choices, define advisory clearly, reveal pricing without publishing a minimum, and handle scope changes without giving work away for free.🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 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/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps 🧰 Swipe my FREE app recommendations for accounting firms: https://rlz.io/ ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! [email protected] name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a +700 firm private community that’s shaping the future of small-firm ownership for the better. In this episode, I sit down with Mike and Ross Libbey, a father-son duo who somehow pulled off one of the smoothest accounting firm successions I’ve ever seen. We break down how they kept work and family from turning into a constant power struggle, what boundaries actually matter, and how trust gets built over time. We also get into what it looks like when the next generation wants a modern firm, how the buyout process worked, and how they navigated difficult pricing and tech decisions where other generational firms get stuck.🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 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 10 biggest hiring mistakes I made running an accounting firm, including how my thinking changed around trial days, offshore hiring, admin roles, delegation structure, and paying for talent. Then I help a non-accountant who just bought a legacy firm build a practical tech stack, focusing on quick wins like 1040 intake automation and month-end close tools before attempting a practice management overhaul. We close with an AI-heavy mailbag on Claude Cowork, OpenClaw, the future of AI agents, and why most firms still shouldn’t be using the newest tools with client data yet.🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 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/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 your monitor is probably the most important piece of tech in your accounting firm, and I walk through the 10 biggest factors that actually matter when buying one in 2026. Then I roast a “$15M firm” submission and dig into what’s really holding them back: hourly billing chaos, outdated Thomson Reuters workflows, weak staffing structure, and a tech stack that’s stuck in the past. We close with a mailbag that covers what pages matter on a bookkeeping website, proposal tools, managing complex client groups in PM, bonus structures, and how to start a side hustle firm while still employed.🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 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/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind “all-in-one vs best-of-breed” in accounting firm tech. We talk through what a practice management system should actually own, why most firms really buy PM for visibility and peace of mind, and where workflow is headed next, especially around month-end close. We also get into how Financial Cents decides what to build vs integrate, why client experience and portal consolidation matters, and where AI belongs inside practice management versus point solutions.🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag💰 Today's SponsorsFinancial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: http://missiveapp.com/jasonVerito: https://verito.com/TeamUp: https://www.hireteamup.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale.☎️ Leave me a voicemail at (1)516-980-4968! 📝 Grab your own copy of the state of AI report here https://karbonhq.com/resources/ebooks/state-of-ai-accounting-report-2026/ In this episode, I break down Karbon’s new AI report (nearly 600 firms across six continents) and what it reveals about how firms are actually using AI—plus what the data might be overstating. Then I explain why the real value is getting your team aligned, not just collecting more ideas. We close with a mailbag on cutting C/D clients, finding leads when launching a firm, handling client ownership when leaving a firm, and whether agentic AI can move data between apps. 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📧 Email me: [email protected] 💰 Today's Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/ Verito: https://verito.com/ MakersHub: https://makershub.ai/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users Missive: https://www.missiveapp.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down six practical ways accounting firms can prove their value using real numbers, not just marketing claims. I share examples for both bookkeeping and tax firms, from time saved and FTE reduction to measurable tax savings. I also roast a fast-growing firm’s pricing and client mix, then wrap with a mailbag covering AI agencies, three-tier proposals, tech stack decisions, and fee increases.🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📧 Email me: [email protected]💰 Today's SponsorsMercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Missive: https://missiveapp.com/jasonMakersHub: https://makershub.ai/*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what’s actually happening with LinkedIn right now and why so many accounting firms are seeing their impressions drop. I share the six biggest mistakes I see firms make on the platform, why going more specific is the real path forward, and how to use LinkedIn as a relationship and opportunity engine instead of a vanity-metrics trap. I also roast a real three-tier proposal that helped a firm land a client at a much higher profit level, then wrap with mailbag coaching on niching, tech choices, pricing, and building a firm that attracts better clients. 📹 Here’s the Katie Thomas video: https://www.youtube.com/watch?v=ytXl95rBoL4 💰 Today's Sponsors Mercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ Verito: https://verito.com/ Missive: missiveapp.com/jason MakersHub: https://makershub.ai/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://rlz.io/My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the future of small-firm ownership for the better.In this episode, I break down the biggest changes in accounting firm technology over the last few years and what they mean for your firm today. We cover how practice management systems have evolved, where workflow automation is actually saving time, and why 1040 intake remains the biggest unlock in tax. I also walk through where AI is genuinely changing firm operations, where it's mostly noise, and how new ledgers, portals, and peer-driven recommendations are reshaping how firms choose their tech stack for the next 18 months.⚒️ Tools mentioned in this podcast:Karbon - https://karbonhq.com/Canopy - https://www.getcanopy.com/TaxDome - https://taxdome.com/Financial Cents - https://financial-cents.com/ClientHub - https://www.clienthub.app/Thomson Reuters Practice CS - https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-csCCH Axcess Practice - https://www.wolterskluwer.com/en/solutions/cch-axcess/practiceXCM - https://www.wolterskluwer.com/en/solutions/xcm-solutionsQuickBooks Online - https://quickbooks.intuit.com/global/oa/online-accounting-software-for-small-business/Xero - https://www.xero.com/NetSuite - https://www.netsuite.com/portal/home.shtmlSage Intacct - https://www.sage.com/en-us/sage-business-cloud/intacct/Digits - https://digits.com/Kick - https://www.kick.co/Campfire - https://campfire.ai/Rillet - https://www.rillet.com/Keeper (now Double) - https://doublehq.com/FloQast - https://www.floqast.com/Aider (acquired by Karbon) - https://www.aider.ai/Soraban - https://www.soraban.com/Stanford Tax -

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down why referrals are both the most common way accounting firms grow and one of the fastest ways to end up with the wrong clients. I cover how referral leads actually behave, why being professionally invisible still hurts referral-only firms, and how to get more intentional by focusing on A-clients, specialist referral partners, and clearer website positioning, including a live walkthrough of what works and what doesn’t on a real firm’s site.💰 Today's SponsorsMercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/MakersHub: https://makershub.ai/Missive: missiveapp.com/jasonVerito: https://verito.com/*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps In this episode, I sit down with Karen Reyburn to break down how accounting firms should actually be using AI for marketing. We walk through a practical framework that starts with research, then extraction, ideation, and finally writing, and why most firms get this backwards. Karen shares the AI tools her agency uses every day, how to research niches without overcommitting, and why AI should do the heavy lifting while humans stay responsible for voice, taste, and trust. 💻 Learn more about Karen: https://karenlreyburn.com/ And check out her AI marketing accelerator here! https://wearepf.com/ai💰 Today's Sponsors Mercury: https://mercury.com/jasononfirms Verito: https://verito.com/ Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/ *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/appsIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm.📕 The book, The Legal Singularity: https://www.amazon.com/Legal-Singularity-Artificial-Intelligence-Radically/dp/1487529414💿 Download my IRS Hold Music album here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link💰 Today's SponsorsMercury: https://mercury.com/jasononfirms Soraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm.💻 Learn more about Claude Cowork here (still MacOS only): https://claude.com/product/cowork🤖 And ClawdBot/MoltBot here: https://clawd.bot/💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Soraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/MakersHub: https://makershub.ai/Missive: missiveapp.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C575T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A575T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down with Jonathan Stark to talk about why email is still the most powerful channel for building trust, authority, and better clients. We dig into how writing a short daily email helps crystallize your thinking, sharpen your positioning, and attract the right people over time, even if you do not feel ready yet. Jonathan shares how he has sent more than 3,400 daily emails, why email beats social media algorithms, and how consistent writing can help firm owners raise prices, specialize, and work less while making more.📌 Join Jonathan’s email list here! https://jonathanstark.com/daily📌 His book Hourly Billing is Nuts https://jonathanstark.com/hbin📌 And his community Ditcherville https://jonathanstark.com/group💰 Today's SponsorsCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersSoraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.💰 Today's SponsorsMakersHub: https://makershub.ai/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: https://missiveapp.com/Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig into how to find higher-value clients inside a niche, when to partner with software companies and licensing bodies, and why better clients solve most capacity problems. I wrap with a deep mailbag covering pricing, tech stacks, Intuit alternatives, content creation, and how I build my software recommendations.📌Here’s that CO2 monitor I mentioned https://www.amazon.com/Aranet4-Home-Temperature-Ink-Configuration/dp/B07YY7BH2W?sr=8-3🎙️ Tax Stuff I mention in the video:- IRS Tax Solutions https://irstax.net/- Pitbull Tax Resolution https://www.pitbulltax.com/📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N573T💰 Today's SponsorsMakersHub: https://makershub.ai/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: https://missiveapp.com/Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://jasononline.link/CKatie🧰 Swipe my FREE app recommendations for accounting firms: https://jasononline.link/AKatieMy name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the future of small-firm ownership for the better.📌 Check out Katie's company! https://leaders-online.com/In this episode, I sit down with accounting firm marketing guru Katie Thomas to break down what modern firms are doing to attract better clients and better talent. We cover how to find a niche you actually want to serve, a 90 day growth plan, and the simple social habits that drive results even for firms that don't enjoy marketing. We also get into referral marketing, website conversion basics, pricing transparency, and how firms are using partner-led content to attract talent at a time when everyone else is struggling to hire.🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C572T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A572T🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just better work. We walk through why capacity problems are usually pricing and positioning problems, not tech or hiring problems, and how to start becoming selective about who you serve. I break down how to identify A clients, raise prices without blowing up the firm, and reset the rules of engagement so the business supports your life instead of consuming it.💰 Today's SponsorsStanford Tax: https://stanfordtax.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersMissive: https://missiveapp.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually respond. I also get into why three-tier pricing often fails in the details, how to standardize service levels internally with a service library, and how to think about mid-year scope changes without stressing clients out. 💰 Today's SponsorsMakersHub: https://makershub.ai/Stanford Tax: https://stanfordtax.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/Missive: https://missiveapp.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T☎️ Leave me a voicemail at (1)516-980-4968!📩 My newsletter! https://jasononline.link/N570TIn this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a commodity, and walk through how messaging helps you attract better clients. 💰 Today's SponsorsVerito: https://verito.com/ Stanford Tax: https://stanfordtax.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T☎️ Leave me a voicemail at (1)516-980-4968!📚 Here’s that service library resource: https://jasononline.link/SL569TIn this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out to the real causes of workflow pain like too many client types, too many services, and inconsistent delivery. I also explain why workflow issues are often capacity issues and why specialization is usually the fastest path to simpler operations.💰 Today's SponsorsMakersHub: https://makershub.ai/Financial Cents: https://hubs.li/Q03mLr_x0🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.💰 Today's SponsorsSoraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like to get back into work that actually energizes you, and why most of the “scary” decisions firm owners face are far less risky than they feel.🗣️ Continue the discussion on social!X [https://twitter.com/jasononfirms](https://twitter.com/jasononfirms)LinkedIn [https://www.linkedin.com/in/jstaats/](https://www.linkedin.com/in/jstaats/)YouTube [https://www.youtube.com/@jasoncpa](https://www.youtube.com/@jasoncpa)

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valuable assets in your firm. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication, and using the inbox as a signal for what still hasn’t been delegated. We also touch on setting clearer client boundaries, improving onboarding, and why freeing up capacity is more about systems and trust than working harder.💰 Today's SponsorsSoraban: https://www.soraban.com/MakersHub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xero, how month-end close automation is changing where work actually happens, and which new ledger tools are starting to break through.💰 Today's SponsorsMakersHub: https://makershub.ai/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersSoraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next. 💰 Today's Sponsors Soraban: https://www.soraban.com/ Verito: https://verito.com/ MakersHub: https://makershub.ai/ Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and ledgers are evolving. I also share what surprised me most, why specialization is winning, and what these shifts tell us as we head into 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Soraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.💰 Today's SponsorsStanford Tax: http://stanfordtax.com/Verito: https://verito.com/MakersHub: https://makershub.ai/Client Hub: https://clienthub.app/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowCon on how AI is actually fitting into client communication at accounting firms. We talk about where AI helps today, why chasing clients for info is still the biggest bottleneck, and how tools like meeting transcripts can make teams faster without hurting client trust. I also get into why firms should start capturing context now, how to think about AI security, and where human judgment still matters most. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down why workflow bottlenecks keep crushing accounting firms during busy seasons. We talk through practical ways to smooth out the peaks and valleys, set better client expectations, and use pricing and delivery tiers to make the work more manageable year round. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Client Hub: https://clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 Talk shop with almost 700 firm owners figuring this out together: https://jasononline.link/C555T📚 See the apps I actually recommend for firms: https://jasononline.link/A555T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smarter renewals and tiers can help you make space for better work without blowing up your firm.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Stanford Tax: https://stanfordtax.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T📚 Swipe my app database: http://jasononline.link/A561T📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter📝 The AI notetakers in my radar for accounting firms:Vinyl https://www.usevinyl.com/Ping https://pingassistant.com/Abacor https://abacor.com/🤖 Here are my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.💰 Today's SponsorsClient Hub: https://clienthub.app/MakersHub: https://makershub.ai/🎥 The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Want to get out from behind the screen? Meet other firm leaders and jam on what’s working. Grab a spot at a city near you: https://jasononline.link/LE560T 🚀 Build a better firm faster. Join 600+ owners trading playbooks in the community: https://jasononline.link/C560T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I get honest about how much time you lose by hanging onto work your team could handle. I break down eight practical thresholds you can use across clients, tax work, proposals, renewals, vendors, spending, write-offs, and hiring so you can step out of the weeds, give your team room to grow, and build a version of the job that actually feels sustainable. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

👋 Come hang out in person. Swap stories with other firm owners and pick up ideas you can actually use. Save your spot: https://jasononline.link/LE559T🚀 Don’t build your firm alone. Join 600+ owners who compare notes and help each other win: https://jasononline.link/C559T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get real about over-delivering on quality and why “perfect” can actually hold your firm back. I dig into how to set the right quality bar for different types of work, build systems that don’t rely on superstars, and finally stop being the last person to touch everything before it goes out the door.💰 Today's SponsorsVerito: https://verito.com/Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T☎️ Leave me a voicemail at (1)516-980-4968!Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.💰 Today's SponsorsFinancial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Verito: https://verito.com/TeamUp: http://hireteamup.com/jasonMakersHub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T☎️ Leave me a voicemail at (1)516-980-4968!📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free from it. I cover the mindset shifts, the delegation steps, and the systems that make inbox help actually work. I also talk about how to set better boundaries, build team ownership around communication, and give yourself the space to focus on the high-value work that moves your firm forward.💰 Today's SponsorsFinancial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Verito: https://verito.com/TeamUp: http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build onshore and offshore teams in a healthier way, and what work will still belong to humans as tech and global labor keep evolving. I also share why small firms may be better positioned than big machines and why your long-term edge still comes from expertise and real human connection💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonVerito: https://verito.com/Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 If you want real conversations with people running real firms, join me at an upcoming event and reserve your spot: https://jason.link/w0f🚀 Grow alongside a community that actually shares what works. Join more than 600 firm owners inside my private group: https://jason.link/4lq☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down why clients buy the lowest tier but still expect the highest level of access, and what firms can do about it. I explain how to scope not just the work, but the delivery of the work, so you can set expectations around access, response times, and boundaries. I also share why selling higher levels of service delivery is more profitable than selling more work, and how this approach helps you serve fewer clients, earn more, and get your time back.💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonVerito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Come meet me in person. I’m hosting sessions across the country. Grab a spot at the event happening nearest to you: https://jasononline.link/LE551T 📌 Skip the fluff. Get the most important weekly AI updates for firm owners delivered straight to you: https://jasononline.link/N551T Check out the full Canopy Summit, including their new product announcements here https://www.getcanopy.com/blog/canopy-summit-2025 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a keynote on building a firm-wide habit of delegation so you can push work down the expertise ladder, upskill your team faster, and get yourself out of the day-to-day client grind. I walk through concrete examples for tax, bookkeeping, review, email, and client communication, and tie it back to end-of-year planning so you can redesign your own task list (and your team’s) to match the kind of firm owner you actually want to be. 🚀 Surround yourself with 600+ firm owners who are actively leveling up. Join the community: https://jasononline.link/C551T 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

Want that in-person spark that only happens when firm owners get in the same room?👋 Come join me live at an upcoming event: https://jasononline.link/LE552T📌 Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T📚 Learn more about NotebookLM here https://notebooklm.google/🎙️ This is the audio overview (podcast) prompt I used:"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). The main discussion should cover the profit & loss totals but look into the general ledger for transaction detail where necessary to deepen the discussion."☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through how NotebookLM is evolving and what that actually means for firm owners. I share how tools like audio overviews, slide decks, and mind maps can help you communicate results more clearly, and where they can fit into your workflow without replacing the human touch clients still expect. I also talk through which of these features feel genuinely useful today versus what still feels more like a gimmick, and how to think about testing them in your firm.💰 Today's SponsorsMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsTeamUp: http://hireteamup.com/jasonFinancial Cents: https://financial-cents.com/💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from vendor demos, how both juniors and seniors can win with AI, and what AI will and won’t replace over the next few years. I also dig into why the firms leaning in today are going to be the ones everyone else is trying to catch in 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/TeamUp: http://hireteamup.com/jasonMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why specializing attracts better referrals, how to communicate what you want to work on next, and how live events create the collaborations that help you upgrade your client mix. 💰 Today's Sponsors MakersHub: https://makershub.ai/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C 📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go of the ones holding you back, and focus on profit instead of constant growth. I also talk about hiring smarter, building a self-sufficient team, and becoming more visible in your niche. Most of all, it's about creating a firm that is profitable, sustainable, and fun to run.🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https://jason.link/g73 🚀 Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https://jason.link/c9j ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools, why AI first apps are pulling ahead of older platforms, and how to build simple habits that make your team better with AI. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp

👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s 💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7 ☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying to scale advisory, how offshore teams free up capacity, and the difference between being helpful and actually getting paid for it. 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp