Jason On Firms Podcast

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

  1. 2 DAYS AGO

    600 A Claude Cowork SECURITY Guide for your Accounting 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! 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 are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's SponsorsSoraban: https://www.soraban.com/TeamUp: https://www.hireteamup.com/Verito: https://verito.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1hr 12min

  2. 5 DAYS AGO

    599 How To Become An Accounting Firm Thought Leader [And why our industry needs 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! jason@jasononfirms.com In this episode, I break down how I transitioned from running a 40-person firm to helping other accounting firms, and why there’s a massive opportunity right now for accountants to step into education, AI, and advisory roles. I share a practical framework for starting, including how to stay independent, build an audience, and structure your value ladder. Then I walk through a teardown of a $50M accounting firm, highlighting pricing, tech stack, and org structure issues. We close with a mailbag covering acquisitions, scaling CFO services, proposals, client pruning, delegation, and tools. 🎤 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 SponsorsTeamUp: https://www.hireteamup.com/jasonMakershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsSoraban: https://www.soraban.com/Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoMissive: https://missiveapp.com/jason // Chapters:00:00 - Why accountants should help accountants02:00 - From firm owner to educator09:30 - Building an accounting education business15:40 - Email lists, niche, and positioning22:00 - $50M firm teardown (pricing, tech, structure)36:00 - Org structure beyond partner model41:30 - Mailbag: scaling, clients, and pricing57:00 - Tools and final takeaways 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1 hr

  3. 10 APR

    598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]

    🚀 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 should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software “agent-ready,” and how AI may or may not change when you should start your own firm. 🎤 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 ☎️ VOIP Phone Options:Dialpad https://www.dialpad.com/Quo https://www.quo.com/Allo https://www.withallo.com/Nextiva https://nextiva.com/Ooma https://www.ooma.com/ 💰 Today's SponsorsTeamUp: https://www.hireteamup.com/jasonMakershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Soraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates // Chapters:00:00 - Why communication breaks firms03:20 - Who should talk to clients07:30 - Designing a scalable communication system16:00 - Why accessibility is the real problem20:30 - What happens when AI replaces your CPA25:00 - AI agents vs assistants30:40 - Why APIs matter more than tools37:20 - Sponsor break41:20 - Where current systems fail46:30 - Where AI is actually going49:40 - Closing thoughts 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1hr 15min

  4. 7 APR

    597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]

    🚀 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 practical ways to reduce the load, including separating detail vs technical review, using difficulty levels, and systematizing work so you rely less on scarce senior talent. Then I shift into AI, covering leaked Co-Work features, what’s coming next with agents, and how to think about security, email, and automation without getting ahead of what’s actually safe to deploy. 🎤 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 SponsorsTeamUp: https://www.hireteamup.com/jasonCanopy: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demoSoraban: https://www.soraban.com/Verito: https://verito.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates // Chapters:00:00 - Why review is the biggest bottleneck02:30 - How firms structure review today04:50 - How to fix review (structure + delegation)07:20 - Using difficulty levels to scale11:00 - Systemizing review so it scales15:00 - Hiring vs restructuring review teams18:45 - What’s actually happening with AI agents25:00 - AI agents vs assistants explained31:30 - AI risks and security reality check33:00 - Practice management + system gaps41:20 - Where current tools break down46:30 - Where AI is actually going (agents vs tools) 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1hr 1min

  5. 3 APR

    713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]

    🚀 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 in that process. I share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow. 🎤 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 📌 If you’ve never used my PM recommendation tool: https://www.jasononfirms.com/pmrec💿 Grab my IRS hold music here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link 💰 Today's SponsorsTeamUp: https://www.hireteamup.com/jasonSoraban: https://www.soraban.com/Verito: https://verito.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates // Chapters:00:00 - Choosing practice management the wrong way02:30 - What data from 700+ firms actually shows06:30 - How to evaluate and pick the right tool09:00 - Why implementation matters more than the software11:30 - Where general tools break for accounting firms14:30 - Community and peer insights vs vendor messaging20:30 - AI and the future of compliance work28:30 - How AI changes the role of accountants40:30 - How to choose a niche that actually works44:30 - Outgrowing your clients as your firm scales48:30 - Side hustle vs committing to a firm 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1hr 6min

  6. 31 MAR

    595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting 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! 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 made running my own firm, why minimums should be internal not external, and how focusing on higher value clients drives better margins and growth. I also walk through recent updates to my app recommendations and answer questions on AI, niching, and building a better firm. 🎤 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📌 Check out our practice management system recommendations here: https://www.jasononfirms.com/pm-rec-1 💰 Today's SponsorsTeamUp: https://www.hireteamup.com/jasonSoraban: https://www.soraban.com/Verito: https://verito.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates 🖥️ All apps I mentioned in the episode:1. Delphi AI - https://www.delphi.ai/2. Claude Cowork - https://claude.com/product/cowork3. OpenClaw - https://openclaw.ai/4. Double (formerly Keeper) - https://doublehq.com/5. AutoAccru - https://www.autoaccru.com/6. ScopeKeeper - https://scopekeeper.com/7. TaxDome - https://taxdome.com/8. Socket - https://www.usesocket.com/9. Translucent - https://www.translucent.io/10. Filed - https://www.filed.com/11. Luminary - https://www.withluminary.com/11. Karbon - https://karbonhq.com/11. Canopy - https://www.getcanopy.com/11. Financial Cents - https://financial-cents.com/11. Truss - https://gettruss.io/11. Hazel - https://hazel.ai/12. BlueJ - https://www.bluej.com/13. Marble - https://marble.ai/14. TaxFigure - https://taxfigure.com/15. Accrual - https://accrual.com/16. SegStream - https://www.segstream.com/  // Chapters:00:00 - Minimum pricing and common mistakes02:00 - My firm background and pricing challenges06:00 - Price increases and why clients don’t leave11:00 - Why minimum pricing backfires14:00 - Identity, growth, and saying no to clients18:00 - Offshore hiring and leverage23:00 - How to position pricing and A clients27:00 - Profit math and better clients31:00 - Why minimums should stay internal33:00 - App recommendations and updates41:00 - Practice management tools and selection44:00 - New apps and AI tools overview52:00 - Mailbag and listener questions57:00 - AI assistants for client use01:01:00 - Niching and specialization strategy01:06:00 - Coaching vs community vs content01:08:00 - Local AI vs cloud AI01:11:00 - Future of accounting ledgers 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1hr 16min

  7. 27 MAR

    594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]

    🚀 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 inside accounting firms. I walk through what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios. 🎤 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 SponsorsSoraban: https://www.soraban.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidatesFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Verito: https://verito.com/TeamUp: https://www.hireteamup.com/jason // Chapters:00:00 - Intro and AI agent overview02:00 - What AI agents can do today and security risks10:50 - Claude Cowork vs ChatGPT17:00 - Real AI use cases and feature updates22:20 - Workshop tour and event details32:49 - Mailbag intro37:20 - Mailbag: marketing, pricing, and firm decisions52:10 - Mailbag: AI tools and operations 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

    1hr 4min

  8. 25 MAR

    593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]

    🚀 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 output. I walk through a real bookkeeping firm doing $800K and break down why they’re hitting a ceiling and how to restructure using pods and incentive pay. I also cover where AI actually fits in running a firm today, why most firms are focusing on the wrong things, and how to balance AI curiosity with building a profitable business. 🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 Today's Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/jason Financial Cents: Book a demo at https://hubs.li/Q03PYVrp0 or 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. Verito: https://verito.com/ MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats // Chapters: 00:00 Intro and productivity framework setup 02:04 Why most accountants feel unproductive 02:25 Building a daily plan 03:50 Prioritizing your own work vs email 05:00 Structuring your day for energy levels 06:10 Managing distractions and focus 09:16 Maker vs manager schedules 12:56 Structuring meetings for productivity 16:57 Health, sleep, and performance basics 18:57 Starting hard tasks effectively 20:31 Firm culture and productivity 21:00 Roast a Firm: bookkeeping firm breakdown 24:37 Identifying the growth ceiling 26:07 Moving to pod structure 27:10 Contractors vs full-time employees28:50 Incentive-based compensation 31:05 Workflow and scaling challenges 34:00 Business model reflections 36:55 Mailbag: AI agents and software 41:00 Security and real-world AI limitations 44:40 AI vs running a firm 46:12 Business fundamentals vs AI focus 51:00 ChatGPT vs Claude discussion 55:00 Future of AI in accounting 57:30 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

    59 min
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About

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

Information

  • Creator
    Jason Staats
  • Years Active
    2023 - 2026
  • Episodes
    600
  • Rating
    Clean
  • Copyright
    © Mesa Media LLC
  • Show Website
    Jason On Firms Podcast

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