Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down why review is still the biggest bottleneck in most accounting firms and how to actually fix it. I walk through five...
713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong...
595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down how to actually set a minimum price in your firm without anchoring your entire client base to it. I share mistakes I...
594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
IIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work in...
593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I share a practical framework to fix productivity in accounting firms, from planning your day and reducing distractions to structuring your team for better ou...
592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I sit down with Logan Graff to break down what actually happened inside his firm over the last year after he shared his annual...
591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down why I think we’ve been focusing on the wrong AI agent and why OpenClaw might be the clearest model yet for how AI...
590 The 7 Things Your DESK Needs: An Accountant’s Guide [The most important workspace decision for accountants]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I share my thoughts on building a better desk setup for accountants and why small changes to your workspace can have a big impact on pr...
589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I share a supercut of Q&A from two live events we hosted in San Francisco and Los Angeles with accounting firm owners. We di...
588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down what AI agents actually mean for accounting firms today and the real security risks behind the hype, including the risks highligh...
587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down how accounting firms can better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookke...
586 First Impressions: Claude Cowork for Accounting Firms [Is this the most powerful AI agent for accountants?]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down what AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and ta...
585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they a...
584 Coaching 16 Accounting Firms on PRICING In 52 Minutes [Simple tricks to make the same work more profitable]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I share the best questions I got during my live events in DC and Seattle. explain how I approach 3-tier proposals by customizing scope f...
583 He Sold His Accounting Firm To His Son (And It Actually Worked)
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps
🧰 Swipe my FREE app recommendations for accounting firms: https://rlz.io/
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
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...
582 10 Accounting Firm HIRING Traps [These are the mistakes I made]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down the 10 biggest hiring mistakes I made running an accounting firm, including how my thinking changed around trial days, offshore hiring, admin role...
581 Computer Monitors - An Accountant’s Guide [The most important tech purchase accountants will make]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com
In this episode, I break down why your monitor is probably the most important piece of tech in your accounting firm, and I walk through the 10 biggest factors th...
580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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...
579 How 593 Accounting Firms Are Actively Using AI [The largest ever accounting AI study just dropped]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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-accoun...
578 This DATA Proves The Value Of Your Accounting Firm [This is how you land high-paying clients]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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...
577 Why LinkedIn Doesn’t Work for Accounting Firms [Let me save you three years of wasted effort]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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...
576 The Tech Modern Accounting Firms Are Buying In 2026
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🧰 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 bi...
575 Accounting Firm Referrals: The Complete Guide
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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...
574 The Best AI Apps for Accounting Firm Marketing! [You won’t believe the things you can do right now]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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...
573 This Accounting Firm Tech Is Dying ☹️ [The tech every firm needs to avoid]
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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 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...
572 Accountants Aren’t Ready for THIS AI Tech
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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/shrybn5166E9t12ag
In 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...
571 The Email Every Accounting Firm Should Write
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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 positionin...
570 How To Know If Your Accounting Firm Needs a Coach
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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 perspec...
569 The Three Best Desk Upgrades for Accountants
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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/shrybn5166E9t12ag
In 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 h...
568 How Smart Accounting Firms Attract Better Clients
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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/AKatie
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.
📌 Check out Katie's company! https://leaders-onli...
567 This Accounting Firm Is OVER CAPACITY
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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/shrybn5166E9t12ag
In 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 usual...
566 A Masterclass In Accounting Firm Proposals
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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...
565 The One Sentence That Lands Better Clients
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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/N570T
In 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 d...
564 Great Accounting Firm “Workflow”, Defined
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🚀 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/SL569T
In 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...
563 Profitable 1099 Work! A Guide for Accounting Firms
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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 ye...
562 Accounting Firms: Your New Year’s Manifesto
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🚀 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 “...
561 He Built the AI That Runs Your Accounting Firm
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🚀 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...
560 TIME Management Advice for Accounting Firms
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🚀 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...
559 2026 Tech Predictions for BOOKKEEPING Firms
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🚀 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 wh...
558 2026 Tech Predictions for TAX Accounting Firms
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🚀 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 chang...
