Jason On Firms Podcast
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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![621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]](/_next/image?url=https%3A%2F%2Fimg.transistorcdn.com%2F7dh8LbMvEikr3QIDCao5mk1Mb0ELj-YzcSWIHH-j8FA%2Frs%3Afill%3A0%3A0%3A1%2Fw%3A1400%2Fh%3A1400%2Fq%3A60%2Fmb%3A500000%2FaHR0cHM6Ly9pbWct%2FdXBsb2FkLXByb2R1%2FY3Rpb24udHJhbnNp%2Fc3Rvci5mbS9iNThj%2FYTBiMmVkMDA4ZjNm%2FYWY0MGU5Yjk0MzFh%2FM2YxNi5wbmc.jpg&w=256&q=75)
621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting 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><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>In this episode, I answer the nine AI questions I hear most often from accounting firms, covering how to securely use AI with client data, why I recommend Claude over ChatGPT and Copilot, where firms should start with AI, and practical wor...
620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]
<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 five change management traps inside accounting firms, from overwhelming the team with too much change to letting C and D clients block the firm you actually want to build. I also talk about niche opportunities...
619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for 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><br>☎️ Leave me a voicemail at (1)516-980-4968!<br>📧 Email me! jason@jasononfirms.com</p><p><br>In this episode, I explore the sudden rise of AI agent platforms built specifically for accounting firms and ask whether Claude will remain the long-term home for firm-built agents. I compare launches from Ramp, Digits, Pilot, Puzzle, Mercury, Canopy, and Double, then...
618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]
<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 the six biggest traps accounting firm owners fall into when trying to build a higher-quality, more profitable client list. I explain why concentration risk is often overblown, why firms struggle to commit to a niche, how big...
617 5 More AI Use Cases for Accounting Firms [Number three is incredible]
<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 five real AI workflows that accounting firms are already using in production, from reading handwritten checks and verifying tax transcripts to automating audit checklists, preparing spreadsheet workpapers, and building AI-powered email dashboards. I explain how firms should...
616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)
<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 the six biggest pricing traps holding accounting firms back and explain practical ways to fix them. We talk about moving beyond hourly billing, improving proposal design, avoiding underpricing, and building pricing systems that actually support profi...
615 The First $1B Accounting Firm Rollup [What this means for small accounting 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><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 Thrive Holdings’ $1B accounting firm rollup, why OpenAI has a stake in it, and what this could mean for small firms. I explain why traditional rollups often fail, why AI may change the economics, and why client...
614 The Three Types of Accounting Firm AI [And where to deploy each in 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><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 the three most likely AI futures for accounting firms, general-purpose AI assistants like Claude, AI assistants connected to software through MCPs, and AI embedded directly inside accounting software. I explain the pros, risks, and strategic impl...
613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]
<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 argue that AI has fundamentally changed how accounting firms should think about SOPs, documentation, and standardization. I walk through six common documentation traps and explain why many traditional best practices are already becoming obsolete as AI agents can cr...
612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]
<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 the 10 commandments of an accountant’s desk setup and why your office environment directly affects productivity. I cover monitor limits, desk wheels, underside mounting, monitor arms, eye level, cable management, keyboards, team hardware standardization, chairs, lightin...
