543 Real Talk About the State Of Accounting Firm AI
👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from vendor demos, how both juniors and seniors can win with AI, and what AI will and won’t replace over the next few years. I also dig into why the firms leaning in today are going to be the ones everyone else is trying to catch in 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/TeamUp: http://hireteamup.com/jasonMercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountantsCloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp
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542 My New Favorite Referral Strategy for Accounting Firms
👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T 🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why specializing attracts better referrals, how to communicate what you want to work on next, and how live events create the collaborations that help you upgrade your client mix. 💰 Today's Sponsors MakersHub: https://makershub.ai/ TeamUp: http://hireteamup.com/jason 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp
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541 10 Commandments of Accounting Firms
👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C 📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go of the ones holding you back, and focus on profit instead of constant growth. I also talk about hiring smarter, building a self-sufficient team, and becoming more visible in your niche. Most of all, it's about creating a firm that is profitable, sustainable, and fun to run.🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp
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540 First Impressions: GPT-5.1 For Accounting Firms
👋 Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https://jason.link/g73 🚀 Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https://jason.link/c9j ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools, why AI first apps are pulling ahead of older platforms, and how to build simple habits that make your team better with AI. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Financial Cents: https://financial-cents.com/ 💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm. 💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncp
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539 The $1,000/hr Accounting Service No One Talks About
👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s 💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7 ☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying to scale advisory, how offshore teams free up capacity, and the difference between being helpful and actually getting paid for it. 🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncp
South Africa