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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![588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]](/_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)
588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]
<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 what AI agents actually mean for accounting firms today and the real security risks behind the hype, including the risks highlighted by Palo Alto Networks and why weaker AI models may be the biggest overlooked is...
587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]
<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 can better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookkeeping and tax firms typically evolve their workflow systems over time and why proactive communication...
586 First Impressions: Claude Cowork for Accounting Firms [Is this the most powerful AI agent for accountants?]
<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 what AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and tax experiments that changed my perspective. I cover what is possible today, where the security boun...
585 The Magic 3:1 Ratio in Accounting Firms [Avoid this type of growth at all costs]
<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>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...
584 Coaching 16 Accounting Firms on PRICING In 52 Minutes [Simple tricks to make the same work more profitable]
<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 the best questions I got during my live events in DC and Seattle. explain how I approach 3-tier proposals by customizing scope for each client and structuring tiers around delivery and access. I share how to roll it out at...
583 He Sold His Accounting Firm To His Son (And It Actually Worked)
<p>🚀 Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps <br>🧰 Swipe my FREE app recommendations for accounting firms: https://rlz.io/ </p><p>☎️ Leave me a voicemail at (1)516-980-4968! <br>📧 Email me! jason@jasononfirms.com</p><p>My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a +700 firm private community that’s shaping the future of small-firm ownership for the better. </p><p>In this episode, I sit down with Mike and Ross...
582 10 Accounting Firm HIRING Traps [These are the mistakes I made]
<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 the 10 biggest hiring mistakes I made running an accounting firm, including how my thinking changed around trial days, offshore hiring, admin roles, delegation structure, and paying for talent. Then I help a non-accountant who just bought a lega...
581 Computer Monitors - An Accountant’s Guide [The most important tech purchase accountants will make]
<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>In this episode, I break down why your monitor is probably the most important piece of tech in your accounting firm, and I walk through the 10 biggest factors that actually matter when buying one in 2026. Then I roast a “$15M firm” submission and dig into what...
580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]
<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!</p><p><br>In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind “all-in-one vs best-of-breed” in accounting firm tech. We talk through what a practice management system should actually own, why most firms really buy PM for visibility and peace of mind, and w...
579 How 593 Accounting Firms Are Actively Using AI [The largest ever accounting AI study just dropped]
<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>🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale.<br>☎️ Leave me a voicemail at (1)516-980-4968! </p><p>📝 Grab your own copy of the state of AI report here https://karbonhq.com/resources/ebooks/state-of-ai-accounting-report-2026/ </p><p>In this episode, I break down Karbon’s new AI report (nearly 600 firms across six conti...
