Accounting Firm Coach: Office Hours
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
657 The COMPLETE AI Checklist for Accounting Firms [9 essential steps to take today]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I’m breaking down nine essential AI security to-dos, explaining why responsible AI agent deployment matters more...
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I share five ways to turn an underperforming accounting firm website into a lead-generating machine, break down...
655 New: The Local AI Accountants Have Been Waiting For [Now available!]
![655 New: The Local AI Accountants Have Been Waiting For [Now available!] episode artwork](https://img.transistorcdn.com/mELDJv6ImnXQd9W_VZo_1OEFiIpjWMEdRjjSJeBTpbc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84YTUx/Njc0MDZjYzFhNmE5/ZWM3YWEzZjI3MjEw/YjgxMy5wbmc.jpg)
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down Perplexity’s local AI capabilities and whether accounting firms should trust AI running entir...
654 My Clients Don’t Have Enough Money! Help! [What to do when clients are short on cash]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I talk about whether independently owned convenience stores make a profitable accounting niche, share how one firm bu...
653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down the three biggest priorities accounting firm owners need to tackle before year-end, including t...
652 These Industries Are BEGGING For Better Accounting Firms [The greatest opportunities in the accounting profession today]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I explore how to build a niche accounting firm by tapping into industry-specific communities and partnership...
651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down two surprisingly profitable accounting firms for sale, including one generating over $1.6 million with just t...
650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down a new AI accounting study suggesting that leading models can outperform human accountants...
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down whether you can build a bookkeeping firm without QuickBooks or Xero, and why specializin...
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/
Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down how I’d approach a potential $540,000 client opportunity without simply discounting services, share a three-step...
647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down why the latest generation of AI models should force accounting firms to rethink how work actually gets done, from bookkeeping and tax prep to review, staffing, and firm structure. I explain why the biggest limitation is...
649 I’m Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down eight different types of hires accounting firm owners can make, ranking them based on how effectively they give the owner time back and reduce bottlenecks. In 🤖 You Need This Tech, I share a simple hydration tool t...
645 8 Can’t Miss Accounting Firm Events Happening in 2026 [The best events to close out the year]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down the accounting conferences and industry events that are actually worth attending, including how to use client-facing events. 🐝 We talk in Niche of the Week on how to become more visible in a specific industry. I also share a s...
644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I compress a full year of accounting tech updates into one deep dive to help firms lock in their software decisions before year-end. I break down what changed across accounting ledgers, practice management, month-end close, tax workflow, tax software...
643 449 Accounting Firms That Are For Sale RIGHT NOW [The latest data about accounting firm valuations]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down what the current market for accounting firms is telling us about valuation, including which firms are commanding higher multiples, why size alone does not appear to drive value, and what makes virtual and niche firms more at...
642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down how accounting firms can make their sales and discovery process less painful by moving repetitive information upstream, introducing pricing earlier, setting better expectations, and using AI meeting transcripts to continuously improve the process. I also launch a...
641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down the biggest AI developments of the last two weeks and what they could mean for accounting firms, especially the shift toward AI that can actually operate a computer instead of simply chatting with you. I explain why...
640 I Analyzed 5,000 Accounting Firm Sales - 9 Things To Know [We found some surprising trends]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I dig into data from 5,000 accounting firm listings to see what firms are actually selling for, what drives higher multiples, and which common M&A assumptions don’t hold up. I also break down medical spas as a potential acc...
639 The 23 Types of Accounting Firm YOU Could Build [And when doing something different makes sense]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down 23 accounting firm models that go beyond traditional bookkeeping and tax, including specialized compliance, niche audit, and advisory opportunities that small firms can compete for. Then I take the idea of specialization to its logical extreme and b...
638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely spec...
637 9 Apps Every Accounting Firm Needs (that aren’t accounting apps) [These are required apps for accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely spe...
636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let’s throw out the bad strategies]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I rank 20 different client acquisition strategies, then I walk through exactly how I would build an accounting firm from scratch today. I cover two versions: what I’d do with the network I have now, and what I’d do if I wer...
635 There Are 4 Types Of Accounting Firm [Which of these are YOU?]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down what an accounting firm could look like if AI eventually handles most of the actual production work. Using Satya Nadella’s framing of human capital and token capital, I explore why firm-specific knowledge, meeting transcripts, cli...
634 This Is The Worst Case AI Scenario for Accounting Firms [How to prepare for what might come]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down what an accounting firm could look like if AI eventually handles most of the actual production work. Using Satya Nadella’s framing of human capital and token capital, I explore why firm-specific knowledge, meeting transcripts, cl...
633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your pricing!]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down eight hard truths about pricing that most accounting firms need to hear, from why pricing should feel uncomfortable to why delivery matters more than technical quality. I then roast a real listener’s proposal and explain how...
632 How Every Accounting Firm Changes After 6 Employees [You must plan for this!]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down the three identities accounting firms can adopt once they grow beyond roughly six employees and approach $1 million in revenue: the one-face firm, the two-face firm, and the no-face firm. I explain who each model suits, how ea...
631 The Psychology Of Building A Successful Accounting Firm [What today’s most successful accountants do different]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down six mindset shifts I consistently see behind the most successful accounting firms. We cover why client relationships should not automatically be treated as permanent, how high-agency firm owners deliberately shape their client base, why delaying diff...
630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down why client information gathering is still the biggest bottleneck in most accounting firms and how the best firms use portals, automation, admins, and better processes to eliminate unnecessary project touches. I also introduce 🏖️ Accounting Firms Gone Wild, w...
629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I break down exclusive data from more some of the most progressive accounting firms to reveal which tech stacks firms actually use at every stage of growth. I also roast a listener’s proposed tech stack, share practical AI an...
628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In this episode, I explain why admins are the most underleveraged people inside accounting firms and share 13 practical ways to use them to increase capacity, improve client service, and free up your professional staff. I also count down my top 10 accounting co...
627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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, wh...
625 Should Accounting Firms Build Their Own Software? [Actually.. here’s where it makes sense]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
624 The Faster Client Onboarding Method [Where most firms waste time]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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 prici...
621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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 wor...
620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! [email protected]
In 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...
