🚀 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 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 that can help you stay focused and productive throughout the day. Then I answer 📫 Mailbag questions about securely redacting PII, the future of my live events, buying your first accounting firm, audit tech stacks, contract review work for other firms, and whether I might eventually get involved in accounting firm M&A or rollups. 💧The Autonomous Hydrate https://www.autonomous.ai/robots/hydrate 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - Hiring Backwards 03:45 - Eight Hiring Paths 04:25 - Production Capacity 06:40 - The Growth Hire 08:00 - Specialist Expertise 09:50 - Operations Hire 14:50 - Client Experience 17:40 - Tech + Automation 20:35 - Your Future Successor 22:50 - Administrative Support 25:00 - Best Hiring Options 26:10 - 🤖 You Need This Tech 27:25 - Autonomous Hydrate 31:00 - Four Available Accountants 33:45 - 📫 Mailbag 34:05 - Redacting Client PII 38:15 - Future Live Events 40:25 - Buying Your First Firm 45:35 - Audit Tech Stacks 48:05 - Contract Work for Firms 50:25 - JasonOnFirms M&A? 53:00 - Building a Firm Network 54:30 - Could It Become a Rollup? 56:00 - Closing Thoughts 🗣️ 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! jason@jasononfirms.com 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 that can help you stay focused and productive throughout the day. Then I answer 📫 Mailbag questions about securely redacting PII, the future of my live events, buying your first accounting firm, audit tech stacks, contract review work for other firms, and whether I might eventually get involved in accounting firm M&A or rollups. 💧The Autonomous Hydrate https://www.autonomous.ai/robots/hydrate 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - Hiring Backwards 03:45 - Eight Hiring Paths 04:25 - Production Capacity 06:40 - The Growth Hire 08:00 - Specialist Expertise 09:50 - Operations Hire 14:50 - Client Experience 17:40 - Tech + Automation 20:35 - Your Future Successor 22:50 - Administrative Support 25:00 - Best Hiring Options 26:10 - 🤖 You Need This Tech 27:25 - Autonomous Hydrate 31:00 - Four Available Accountants 33:45 - 📫 Mailbag 34:05 - Redacting Client PII 38:15 - Future Live Events 40:25 - Buying Your First Firm 45:35 - Audit Tech Stacks 48:05 - Contract Work for Firms 50:25 - JasonOnFirms M&A? 53:00 - Building a Firm Network 54:30 - Could It Become a Rollup? 56:00 - Closing Thoughts 🗣️ 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! jason@jasononfirms.com 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 that can help you stay focused and productive throughout the day. Then I answer 📫 Mailbag questions about securely redacting PII, the future of my live events, buying your first accounting firm, audit tech stacks, contract review work for other firms, and whether I might eventually get involved in accounting firm M&amp;A or rollups. 💧The Autonomous Hydrate https://www.autonomous.ai/robots/hydrate 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&amp;utm_source=Podcast&amp;utm_medium=Podcast&amp;utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&amp;utm_medium=partner&amp;utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - Hiring Backwards 03:45 - Eight Hiring Paths 04:25 - Production Capacity 06:40 - The Growth Hire 08:00 - Specialist Expertise 09:50 - Operations Hire 14:50 - Client Experience 17:40 - Tech + Automation 20:35 - Your Future Successor 22:50 - Administrative Support 25:00 - Best Hiring Options 26:10 - 🤖 You Need This Tech 27:25 - Autonomous Hydrate 31:00 - Four Available Accountants 33:45 - 📫 Mailbag 34:05 - Redacting Client PII 38:15 - Future Live Events 40:25 - Buying Your First Firm 45:35 - Audit Tech Stacks 48:05 - Contract Work for Firms 50:25 - JasonOnFirms M&amp;A? 53:00 - Building a Firm Network 54:30 - Could It Become a Rollup? 56:00 - Closing Thoughts 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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! jason@jasononfirms.com 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 simple lighting upgrade that can dramatically improve how you look on video, then answer 📫 Mailbag questions about industry-specific credentials, Mercury launching an accounting ledger, earning potential for accounting firm owners, AI-backed firm rollups, practice management platforms expanding into close automation, and whether joining a PE-backed platform really gives firm owners a meaningful seat at the table. 📄 Here’s that list of over 1,000 events https://docs.google.com/spreadsheets/d/1alr-NMmUWXUK4nC-JK-Nnr7R8Kg9BIJXSsLFqEQOU1s/edit?usp=sharing 🔦 And here’s that video light https://amarancreators.com/pages/amaran-verge-max 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - The Best Accounting Events 02:05 - 1,100 Upcoming Events 03:00 - Intuit Connect 03:45 - Scaling New Heights 04:45 - AICPA Conferences 05:35 - Bridging the Gap 06:25 - Reframe 07:20 - Customer Conferences 08:15 - Skip Technical Training 09:00 - State Society Events 09:35 - Client Industry Events 10:06 - 🐝 Niche of the Week 10:15 - Why In-Person Matters 11:25 - Industry User Conferences 15:05 - Certification Events 15:55 - Association Meetings 16:35 - Trade Shows 17:20 - Local Chapters 17:50 - Golf Fundraisers 18:30 - Member Alliances 20:15 - Virtual Events 20:50 - Mastermind Groups 21:00 - Events to Avoid 21:30 - Compliance Events 22:35 - Better Video Lighting 24:10 - Amaran Verge Max 27:48 - 📫 Mailbag 28:13 - Industry Credentials 30:33 - Favorite Star Trek Episode 30:48 - Mercury’s Accounting Ledger 32:00 - Replacing Traditional Ledgers 34:13 - Accounting Firm Income 35:13 - Selling Outcomes, Not Hours 36:33 - Finding Expensive Problems 38:18 - Moving Beyond Hourly Rates 41:03 - AI Accounting Rollups 43:48 - Built-In Close Automation 45:03 - Best-of-Breed vs. All-in-One 46:13 - PE Shareholder Seats 48:13 - Alternatives to PE 49:37 - Closing Thoughts 🗣️ 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! jason@jasononfirms.com 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 simple lighting upgrade that can dramatically improve how you look on video, then answer 📫 Mailbag questions about industry-specific credentials, Mercury launching an accounting ledger, earning potential for accounting firm owners, AI-backed firm rollups, practice management platforms expanding into close automation, and whether joining a PE-backed platform really gives firm owners a meaningful seat at the table. 📄 Here’s that list of over 1,000 events https://docs.google.com/spreadsheets/d/1alr-NMmUWXUK4nC-JK-Nnr7R8Kg9BIJXSsLFqEQOU1s/edit?usp=sharing 🔦 And here’s that video light https://amarancreators.com/pages/amaran-verge-max 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - The Best Accounting Events 02:05 - 1,100 Upcoming Events 03:00 - Intuit Connect 03:45 - Scaling New Heights 04:45 - AICPA Conferences 05:35 - Bridging the Gap 06:25 - Reframe 07:20 - Customer Conferences 08:15 - Skip Technical Training 09:00 - State Society Events 09:35 - Client Industry Events 10:06 - 🐝 Niche of the Week 10:15 - Why In-Person Matters 11:25 - Industry User Conferences 15:05 - Certification Events 15:55 - Association Meetings 16:35 - Trade Shows 17:20 - Local Chapters 17:50 - Golf Fundraisers 18:30 - Member Alliances 20:15 - Virtual Events 20:50 - Mastermind Groups 21:00 - Events to Avoid 21:30 - Compliance Events 22:35 - Better Video Lighting 24:10 - Amaran Verge Max 27:48 - 📫 Mailbag 28:13 - Industry Credentials 30:33 - Favorite Star Trek Episode 30:48 - Mercury’s Accounting Ledger 32:00 - Replacing Traditional Ledgers 34:13 - Accounting Firm Income 35:13 - Selling Outcomes, Not Hours 36:33 - Finding Expensive Problems 38:18 - Moving Beyond Hourly Rates 41:03 - AI Accounting Rollups 43:48 - Built-In Close Automation 45:03 - Best-of-Breed vs. All-in-One 46:13 - PE Shareholder Seats 48:13 - Alternatives to PE 49:37 - Closing Thoughts 🗣️ 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! jason@jasononfirms.com 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 simple lighting upgrade that can dramatically improve how you look on video, then answer 📫 Mailbag questions about industry-specific credentials, Mercury launching an accounting ledger, earning potential for accounting firm owners, AI-backed firm rollups, practice management platforms expanding into close automation, and whether joining a PE-backed platform really gives firm owners a meaningful seat at the table. 📄 Here’s that list of over 1,000 events https://docs.google.com/spreadsheets/d/1alr-NMmUWXUK4nC-JK-Nnr7R8Kg9BIJXSsLFqEQOU1s/edit?usp=sharing 🔦 And here’s that video light https://amarancreators.com/pages/amaran-verge-max 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&amp;utm_source=Podcast&amp;utm_medium=Podcast&amp;utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&amp;utm_medium=partner&amp;utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - The Best Accounting Events 02:05 - 1,100 Upcoming Events 03:00 - Intuit Connect 03:45 - Scaling New Heights 04:45 - AICPA Conferences 05:35 - Bridging the Gap 06:25 - Reframe 07:20 - Customer Conferences 08:15 - Skip Technical Training 09:00 - State Society Events 09:35 - Client Industry Events 10:06 - 🐝 Niche of the Week 10:15 - Why In-Person Matters 11:25 - Industry User Conferences 15:05 - Certification Events 15:55 - Association Meetings 16:35 - Trade Shows 17:20 - Local Chapters 17:50 - Golf Fundraisers 18:30 - Member Alliances 20:15 - Virtual Events 20:50 - Mastermind Groups 21:00 - Events to Avoid 21:30 - Compliance Events 22:35 - Better Video Lighting 24:10 - Amaran Verge Max 27:48 - 📫 Mailbag 28:13 - Industry Credentials 30:33 - Favorite Star Trek Episode 30:48 - Mercury’s Accounting Ledger 32:00 - Replacing Traditional Ledgers 34:13 - Accounting Firm Income 35:13 - Selling Outcomes, Not Hours 36:33 - Finding Expensive Problems 38:18 - Moving Beyond Hourly Rates 41:03 - AI Accounting Rollups 43:48 - Built-In Close Automation 45:03 - Best-of-Breed vs. All-in-One 46:13 - PE Shareholder Seats 48:13 - Alternatives to PE 49:37 - Closing Thoughts 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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! jason@jasononfirms.com 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 new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice. 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats // Chapters: 00:00 - Fixing Your Sales Process 01:50 - The Sales Process Problem 02:47 - Stop Calling Everyone Tire Kickers 07:57 - Move Information Upstream 13:06 - Talk Price Earlier 14:00 - Better Discovery Meetings 17:30 - The Monthly Sales Review 21:10 - 🫖 Hot Tea 21:42 - Xero Backlash 24:45 - Drake Smart Extract 24:45 - Puzzle and Accrual 26:50 - Carbon Updates 28:28 - The App Ecosystem War 32:42 - All-in-One vs. Best of Breed 35:15 - Double Updates 36:07 - Testing Instead 38:37 - 📫 Mailbag 39:00 - Remote Bank Access 43:07 - Accounting File Management 48:07 - Accountant Perfectionism 53:16 - Practice Management for Big Firms 55:37 - K-1 and 1099 Extraction 57:29 - Building a Tax Advisory Practice 01:03:16 - Closing Thoughts 🗣️ 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! jason@jasononfirms.com 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 new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice. 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats // Chapters: 00:00 - Fixing Your Sales Process 01:50 - The Sales Process Problem 02:47 - Stop Calling Everyone Tire Kickers 07:57 - Move Information Upstream 13:06 - Talk Price Earlier 14:00 - Better Discovery Meetings 17:30 - The Monthly Sales Review 21:10 - 🫖 Hot Tea 21:42 - Xero Backlash 24:45 - Drake Smart Extract 24:45 - Puzzle and Accrual 26:50 - Carbon Updates 28:28 - The App Ecosystem War 32:42 - All-in-One vs. Best of Breed 35:15 - Double Updates 36:07 - Testing Instead 38:37 - 📫 Mailbag 39:00 - Remote Bank Access 43:07 - Accounting File Management 48:07 - Accountant Perfectionism 53:16 - Practice Management for Big Firms 55:37 - K-1 and 1099 Extraction 57:29 - Building a Tax Advisory Practice 01:03:16 - Closing Thoughts 🗣️ 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! jason@jasononfirms.com 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 new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice. 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&amp;utm_source=Podcast&amp;utm_medium=Podcast&amp;utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&amp;utm_medium=partner&amp;utm_campaign=jasonstaats Canopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Karbon: https://karbonhq.com/?utm_source=podcast&amp;utm_campaign=jason-staats // Chapters: 00:00 - Fixing Your Sales Process 01:50 - The Sales Process Problem 02:47 - Stop Calling Everyone Tire Kickers 07:57 - Move Information Upstream 13:06 - Talk Price Earlier 14:00 - Better Discovery Meetings 17:30 - The Monthly Sales Review 21:10 - 🫖 Hot Tea 21:42 - Xero Backlash 24:45 - Drake Smart Extract 24:45 - Puzzle and Accrual 26:50 - Carbon Updates 28:28 - The App Ecosystem War 32:42 - All-in-One vs. Best of Breed 35:15 - Double Updates 36:07 - Testing Instead 38:37 - 📫 Mailbag 39:00 - Remote Bank Access 43:07 - Accounting File Management 48:07 - Accountant Perfectionism 53:16 - Practice Management for Big Firms 55:37 - K-1 and 1099 Extraction 57:29 - Building a Tax Advisory Practice 01:03:16 - Closing Thoughts 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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 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 system for eliminating reactive client status check-ins, and look at the latest AI models from Claude and ChatGPT for accounting firm work. Then I hit the 📫 Mailbag to talk three-tier pricing, niche positioning, getting an overwhelmed firm back under control, connecting Claude across multiple QuickBooks clients, AI security, and work-paper management.// Chapters: 00:00 - Intro 01:04 - A $540K Opportunity 11:20 - A $243M Opportunity 18:58 - A System for Client Updates 27:06 - The Worst Thing A Client Can Feel 29:16 - A New AI Model in Claude 35:16 - New Models in ChatGPT 38:43 - 3-Tier Fails 41:43 - Fully-Automated Micro Bookkeeping 44:29 - What To Do When You Don’t Know What To Do 47:23 - Connecting Claude to Multiple QuickBooks Files 50:41 - Struggling To Capitalize On AI 53:16 - Workpaper Management for Small Firms 54:54 - Closing Thoughts📞 Leave me a voicemail at +1 (516) 980-4968! 📧 Email me! jason@jasononfirms.com🗣️ Continue the discussion on social! X https://x.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 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 system for eliminating reactive client status check-ins, and look at the latest AI models from Claude and ChatGPT for accounting firm work. Then I hit the 📫 Mailbag to talk three-tier pricing, niche positioning, getting an overwhelmed firm back under control, connecting Claude across multiple QuickBooks clients, AI security, and work-paper management. // Chapters: 00:00 - Intro 01:04 - A $540K Opportunity 11:20 - A $243M Opportunity 18:58 - A System for Client Updates 27:06 - The Worst Thing A Client Can Feel 29:16 - A New AI Model in Claude 35:16 - New Models in ChatGPT 38:43 - 3-Tier Fails 41:43 - Fully-Automated Micro Bookkeeping 44:29 - What To Do When You Don’t Know What To Do 47:23 - Connecting Claude to Multiple QuickBooks Files 50:41 - Struggling To Capitalize On AI 53:16 - Workpaper Management for Small Firms 54:54 - Closing Thoughts 📞 Leave me a voicemail at +1 (516) 980-4968! 📧 Email me! jason@jasononfirms.com 🗣️ Continue the discussion on social! X https://x.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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 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 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 no longer the AI itself, but workflows that were never designed for AI, and how firms can rebuild production around more structured, reviewable systems. I also run through 10 recent accounting tech updates in 🤓 Nerd Corner, answer 📫 Mailbag questions about app recommendations, AR services, Juno, document management, Power Automate, and Claude plus Beancount, and share the upcoming rebrand from Jason On Firms to Accounting Firm Coach. ⚒️ Tools I mentioned in the podcast: - Filed open sources their 1040 engine https://www.filed.com/blog/we-open-sourced-our-tax-engine - Ramp launches accounts receivable https://ramp.com/blog/introducing-accounts-receivable - Campfire forecast https://www.linkedin.com/posts/johnglasgow_campfire-is-the-first-erp-that-calls-the-activity-7507836212796227584-MPz- - Accrual Arc https://accrual.com/arc - Canopy + Juno integration https://juno.tax/integrations/canopy - QuickBooks updates https://www.firmofthefuture.com/product-update/september-2026-mpu - Double lower-cost AI model https://doublehq.com/ - Digits’ 11 new automated quality-control checks https://digits.com/blog/quality-checks/ - Financial Cents AI file routing https://financial-cents.canny.io/changelog/ai-file-routing - RightTool right-click QBO navigation https://righttool.app/release-notes/ 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - AI Changes the Workflow 04:30 - Building From Scratch 06:40 - AI at Any Scale 06:50 - Claude + QuickBooks 10:25 - Automating Tax Prep 12:05 - The Workflow Problem 13:30 - AI-Compatible Workflows 18:35 - Rebuilding Production 20:15 - Excel 1040 21:25 - Accounting AI Agents 24:40 - Solo + AI Firms 27:15 - The First Human Hires 30:15 - Rethinking Firm Structure 35:10 - Work Worth Doing 38:35 - Building AI Skills 40:03 - 🤓 Nerd Corner 40:13 - Filed Open-Source Tax Engine 41:24 - Ramp Accounts Receivable 41:49 - Campfire Forecasting 42:19 - Accrual ARC 42:39 - Canopy + Juno 42:49 - QuickBooks Updates 45:04 - Double AI Costs 45:39 - Digits Quality Control 46:14 - Financial Cents File Sorting 46:49 - RightTool Updates 48:03 - 📫 Mailbag 48:13 - Apps by Firm Size 52:58 - Managing Client AR 56:23 - Juno for Tax Intake 58:28 - Replacing FileCabinet 01:00:48 - Microsoft Power Automate 01:02:18 - Claude + Beancount 01:03:53 - Accounting Firm Coach 01:05:03 - The Podcast Is Changing 🗣️ 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! jason@jasononfirms.com 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 no longer the AI itself, but workflows that were never designed for AI, and how firms can rebuild production around more structured, reviewable systems. I also run through 10 recent accounting tech updates in 🤓 Nerd Corner, answer 📫 Mailbag questions about app recommendations, AR services, Juno, document management, Power Automate, and Claude plus Beancount, and share the upcoming rebrand from Jason On Firms to Accounting Firm Coach. ⚒️ Tools I mentioned in the podcast: - Filed open sources their 1040 engine https://www.filed.com/blog/we-open-sourced-our-tax-engine - Ramp launches accounts receivable https://ramp.com/blog/introducing-accounts-receivable - Campfire forecast https://www.linkedin.com/posts/johnglasgow_campfire-is-the-first-erp-that-calls-the-activity-7507836212796227584-MPz- - Accrual Arc https://accrual.com/arc - Canopy + Juno integration https://juno.tax/integrations/canopy - QuickBooks updates https://www.firmofthefuture.com/product-update/september-2026-mpu - Double lower-cost AI model https://doublehq.com/ - Digits’ 11 new automated quality-control checks https://digits.com/blog/quality-checks/ - Financial Cents AI file routing https://financial-cents.canny.io/changelog/ai-file-routing - RightTool right-click QBO navigation https://righttool.app/release-notes/ 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - AI Changes the Workflow 04:30 - Building From Scratch 06:40 - AI at Any Scale 06:50 - Claude + QuickBooks 10:25 - Automating Tax Prep 12:05 - The Workflow Problem 13:30 - AI-Compatible Workflows 18:35 - Rebuilding Production 20:15 - Excel 1040 21:25 - Accounting AI Agents 24:40 - Solo + AI Firms 27:15 - The First Human Hires 30:15 - Rethinking Firm Structure 35:10 - Work Worth Doing 38:35 - Building AI Skills 40:03 - 🤓 Nerd Corner 40:13 - Filed Open-Source Tax Engine 41:24 - Ramp Accounts Receivable 41:49 - Campfire Forecasting 42:19 - Accrual ARC 42:39 - Canopy + Juno 42:49 - QuickBooks Updates 45:04 - Double AI Costs 45:39 - Digits Quality Control 46:14 - Financial Cents File Sorting 46:49 - RightTool Updates 48:03 - 📫 Mailbag 48:13 - Apps by Firm Size 52:58 - Managing Client AR 56:23 - Juno for Tax Intake 58:28 - Replacing FileCabinet 01:00:48 - Microsoft Power Automate 01:02:18 - Claude + Beancount 01:03:53 - Accounting Firm Coach 01:05:03 - The Podcast Is Changing 🗣️ 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! jason@jasononfirms.com 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 no longer the AI itself, but workflows that were never designed for AI, and how firms can rebuild production around more structured, reviewable systems. I also run through 10 recent accounting tech updates in 🤓 Nerd Corner, answer 📫 Mailbag questions about app recommendations, AR services, Juno, document management, Power Automate, and Claude plus Beancount, and share the upcoming rebrand from Jason On Firms to Accounting Firm Coach. ⚒️ Tools I mentioned in the podcast: - Filed open sources their 1040 engine https://www.filed.com/blog/we-open-sourced-our-tax-engine - Ramp launches accounts receivable https://ramp.com/blog/introducing-accounts-receivable - Campfire forecast https://www.linkedin.com/posts/johnglasgow_campfire-is-the-first-erp-that-calls-the-activity-7507836212796227584-MPz- - Accrual Arc https://accrual.com/arc - Canopy + Juno integration https://juno.tax/integrations/canopy - QuickBooks updates https://www.firmofthefuture.com/product-update/september-2026-mpu - Double lower-cost AI model https://doublehq.com/ - Digits’ 11 new automated quality-control checks https://digits.com/blog/quality-checks/ - Financial Cents AI file routing https://financial-cents.canny.io/changelog/ai-file-routing - RightTool right-click QBO navigation https://righttool.app/release-notes/ 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&amp;utm_source=Podcast&amp;utm_medium=Podcast&amp;utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&amp;utm_medium=partner&amp;utm_campaign=jasonstaats Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card // Chapters: 00:00 - AI Changes the Workflow 04:30 - Building From Scratch 06:40 - AI at Any Scale 06:50 - Claude + QuickBooks 10:25 - Automating Tax Prep 12:05 - The Workflow Problem 13:30 - AI-Compatible Workflows 18:35 - Rebuilding Production 20:15 - Excel 1040 21:25 - Accounting AI Agents 24:40 - Solo + AI Firms 27:15 - The First Human Hires 30:15 - Rethinking Firm Structure 35:10 - Work Worth Doing 38:35 - Building AI Skills 40:03 - 🤓 Nerd Corner 40:13 - Filed Open-Source Tax Engine 41:24 - Ramp Accounts Receivable 41:49 - Campfire Forecasting 42:19 - Accrual ARC 42:39 - Canopy + Juno 42:49 - QuickBooks Updates 45:04 - Double AI Costs 45:39 - Digits Quality Control 46:14 - Financial Cents File Sorting 46:49 - RightTool Updates 48:03 - 📫 Mailbag 48:13 - Apps by Firm Size 52:58 - Managing Client AR 56:23 - Juno for Tax Intake 58:28 - Replacing FileCabinet 01:00:48 - Microsoft Power Automate 01:02:18 - Claude + Beancount 01:03:53 - Accounting Firm Coach 01:05:03 - The Podcast Is Changing 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth]

Things referenced in this episode:<a href="https://www.linkedin.com/pulse/can-ai-do-my-tax-research-8-free-apps-put-test-jason-staats-cpa">AI Tax Research Roundup</a><a href="https://www.youtube.com/channel/UCt_CKzUldg4MUVTs6YvNePA">The video version of this podcast</a> <a href="https://twitter.com/JStaatsCPA">Jason's Twitter</a> <a href="https://www.linkedin.com/in/jstaats/">Jason's LinkedIn</a> <a href="https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPA">Jason's YouTube</a>

Things referenced in this episode: AI Tax Research Roundup The video version of this podcast Jason's Twitter Jason's LinkedIn Jason's YouTube

Things referenced in this episode:<a href="https://www.linkedin.com/pulse/can-ai-do-my-tax-research-8-free-apps-put-test-jason-staats-cpa" rel="noopener noreferrer">AI Tax Research Roundup</a><a href="https://www.youtube.com/channel/UCt_CKzUldg4MUVTs6YvNePA" rel="noopener noreferrer">The video version of this podcast</a> <a href="https://twitter.com/JStaatsCPA" rel="noopener noreferrer">Jason's Twitter</a> <a href="https://www.linkedin.com/in/jstaats/" rel="noopener noreferrer">Jason's LinkedIn</a> <a href="https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPA" rel="noopener noreferrer">Jason's YouTube</a>

001 Who Are You Working For?

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

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