Jason On Firms Podcast

🚀 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! [email protected]

In this episode, I break down two major Claude updates for accounting firms: Live Artifacts and Claude Design. I explain how Live Artifacts can become a personal dashboard across email, calendar, practice management, and month-end tools, and why AI agents working across apps may matter more than AI built inside one app. I also walk through how Claude could generate financial reports, slide decks, landing pages, and even workpaper documentation. Then I answer questions on going national with a niche firm, replacing SafeSend, building referral partnerships, changing tech stacks, using AI safely, and when to hire for a nonprofit accounting 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

💰 Today's Sponsors
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo

// Chapters:
00:00 - Claude updates + nationwide growth
01:25 - Claude Live Artifacts explained
04:02 - Building a personal AI dashboard
10:16 - Should PM systems be worried?
17:31 - AI accounting ledger experiment
22:20 - Claude Design + client deliverables
37:54 - Mailbag begins
38:15 - Scaling beyond local clients
44:09 - Replacing SafeSend
47:08 - White label bookkeeping partnerships
50:18 - Changing tech when the team is tired
57:30 - Safe AI agents + OpenClaw
01:04:28 - Nonprofit CFO firm question
01:07:21 - AI workpaper automation experiment

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

🚀 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! [email protected]

In this episode, I break down a real accounting firm doing over $400K in revenue while the owner works about 30 hours a week most of the year and takes eight weeks off. I walk through the firm’s revenue mix, team structure, seasonal workflow, pricing model, billing approach, tech stack, and why the owner is still the main bottleneck. Then I explain the six most common owner bottlenecks in accounting firms, from review and knowledge transfer to structure, delegation, escalation, and pricing.

🎤 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 Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - A $400K calm firm
01:31 - Firm snapshot + revenue mix
05:36 - Seasonal workflow + vacation
08:51 - Three-tier pricing model
16:10 - Upfront billing strategy
20:21 - Marketing + tech stack
22:53 - Main pain: owner bottleneck
26:50 - The Dirty Dozen + events
30:23 - Six bottleneck causes
34:50 - Knowledge bottleneck
37:50 - Structural bottleneck
40:17 - Meddling bottleneck
43:02 - Escalation bottleneck
48:24 - Pricing bottleneck
54:55 - Community + referral network

CTA 🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/
And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat
🚀 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! [email protected]

In this episode, I break down how AI agents are changing the way accounting firms should think about their tech stack. We’re in the middle of tech selection season, but AI is moving so fast that traditional buying decisions don’t really make sense anymore. I walk through eight major shifts, from why you shouldn’t lock into long term software contracts. I also explain how switching tools is getting easier, why audit logs suddenly matter, and how AI is changing hiring and outsourcing decisions.

🎤 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 Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Missive: https://missiveapp.com/jason
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 - AI agents are changing tech decisions
02:11 - Why 2026 is the year of AI agents
03:13 - How software buying is changing
11:16 - Why audit logs matter now
15:33 - All-in-one vs best-of-breed
19:53 - AI changes hiring and outsourcing
24:04 - Client agents and firm agents
26:37 - Nerd Corner: client-facing AI assistants
35:05 - Building proprietary AI context
40:30 - Knowledge automation is coming
41:40 - Mailbag begins
42:10 - Double vs Financial Sense
44:17 - Sending 12-month proposals now
47:06 - Three-tier pricing mistake
49:29 - Perplexity’s personal computer AI
55:14 - Building AI models vs using wrappers
01:01:44 - Marketing a newly acquired firm

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

🚀 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! [email protected]

In this episode, I break down why hiring feels impossible for accounting firms and why that’s usually not true. I walk through the nine most common hiring bottlenecks I’m seeing across firms right now, from first hire paralysis and offshore vs onshore decisions to training challenges and being the bottleneck as an owner. I also share why most firms aren’t doing enough to attract talent, and how small changes in positioning, pricing, and structure can unlock hiring. Then I cover AI updates from OpenAI and Claude, plus answer questions on tools, hiring strategy, and whether simple tax firms are at risk.

🎤 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 Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Missive: https://missiveapp.com/jason
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 Why hiring feels impossible
01:28 The Dirty Dozen: hiring data
08:17 First hire paralysis
12:04 Onshore vs offshore hiring
18:46 What kind of admin should you hire?
23:32 Why great hires aren’t finding you
27:30 Capacity, pricing, and hiring
32:08 Succession and client transition
38:22 The owner is the bottleneck
40:16 The lighthouse strategy for hiring
42:26 Mailbag
43:08 OpenAI vs Claude
59:02 Double vs Aider
01:04:23 Will AI kill simple tax firms?
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

🚀 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! [email protected]

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 Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.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

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa