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🚀 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 hiring feels impossible for accounting firms and why that’s usually not true. I walk through the nine most common hiring bottlenecks I’m seeing across firms right now, from first hire paralysis and offshore vs onshore decisions to training challenges and being the bottleneck as an owner. I also share why most firms aren’t doing enough to attract talent, and how small changes in positioning, pricing, and structure can unlock hiring. Then I cover AI updates from OpenAI and Claude, plus answer questions on tools, hiring strategy, and whether simple tax firms are at risk.
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Missive: https://missiveapp.com/jason
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 Why hiring feels impossible
01:28 The Dirty Dozen: hiring data
08:17 First hire paralysis
12:04 Onshore vs offshore hiring
18:46 What kind of admin should you hire?
23:32 Why great hires aren’t finding you
27:30 Capacity, pricing, and hiring
32:08 Succession and client transition
38:22 The owner is the bottleneck
40:16 The lighthouse strategy for hiring
42:26 Mailbag
43:08 OpenAI vs Claude
59:02 Double vs Aider
01:04:23 Will AI kill simple tax firms?
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
By Jason Staats4.7
5757 ratings
🚀 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 hiring feels impossible for accounting firms and why that’s usually not true. I walk through the nine most common hiring bottlenecks I’m seeing across firms right now, from first hire paralysis and offshore vs onshore decisions to training challenges and being the bottleneck as an owner. I also share why most firms aren’t doing enough to attract talent, and how small changes in positioning, pricing, and structure can unlock hiring. Then I cover AI updates from OpenAI and Claude, plus answer questions on tools, hiring strategy, and whether simple tax firms are at risk.
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Missive: https://missiveapp.com/jason
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 Why hiring feels impossible
01:28 The Dirty Dozen: hiring data
08:17 First hire paralysis
12:04 Onshore vs offshore hiring
18:46 What kind of admin should you hire?
23:32 Why great hires aren’t finding you
27:30 Capacity, pricing, and hiring
32:08 Succession and client transition
38:22 The owner is the bottleneck
40:16 The lighthouse strategy for hiring
42:26 Mailbag
43:08 OpenAI vs Claude
59:02 Double vs Aider
01:04:23 Will AI kill simple tax firms?
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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