Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
10
600 A Claude Cowork SECURITY Guide for your Accounting Firm
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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...
599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 fra...
598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 ac...
597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 le...
713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 in...
595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 focus...
594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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...
593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ <br>📩 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 </p><p><br>☎️ Leave me a voicemail at (1)516-980-4968! <br>📧 Email me! jason@jasononfirms.com </p><p><br>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 h...
592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 financials publicly. We talk about why revenue went down, why profit mostly held steady, and h...
591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]
<p>🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/<br>📩 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</p><p>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>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 actually gets deployed inside accounting firms. I walk through what makes it different fr...
