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! jason@jasononfirms.com

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 think about moving from AI assistants to AI-driven workflows and why documentation, goals, and process design matter more than prompts. Then I review an accounting firm built by a non-accountant, discuss pricing and niche strategy, and answer questions.

🎤 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/
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats

// Chapters:
00:00 - Five AI Workflows Firms Use Today
18:01 - AI-Powered Email Dashboards
20:24 - Roast a Firm
31:30 - Mailbag
35:20 - Buying Legacy Firms in the AI Era
49:45 - Mailbag 2
59:45 - Closing thoughts

🗣️ 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! jason@jasononfirms.com

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 profitability. I also share my reaction to the latest AI developments, including why new models like Fable have me questioning just how quickly the landscape is changing. We discuss what AI means for accounting firms today, where it creates leverage, and why pricing becomes even more important as AI reduces the relationship between effort and value.

🎤 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/
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats

// Chapters:
00:00 - Pricing Traps Holding Firms Back
19:00 - Fixing Your Pricing Strategy
39:14 - Mailbag
53:30 - Closing Thoughts

🗣️ 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! jason@jasononfirms.com

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 relationships still matter most. Then I walk through how an accounting firm could build a niche around indie authors, including choke points, live events, software vendors, and influencers. I also answer questions on moving clients from owner to staff, AI tax prep disappointments, whether I’m paid by Claude, MCPs for practice management, speech-to-text tools, CPA value, and AI disclosure to clients.

📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb

🎤 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/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo

// Chapters:
00:00 - The $1B AI accounting bet
22:41 - Nerd Corner
35:34 - Mailbag begins
35:53 - Getting clients to trust your team
38:22 - Why AI tax prep disappointed
46:37 - MCPs and the future of firm tech
55:00 - Do clients need AI disclosure?

🗣️ 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! jason@jasononfirms.com

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 implications of each approach, especially around security, software buying decisions, and vendor lock-in. I also share real-world AI use cases from firms around the country, answer questions about hiring AI specialists, security best practices, offshore staffing compliance, and helping teams navigate AI-related job fears. 

📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb

🎤 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/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo

// Chapters:
00:00 - Three AI Futures for Accounting Firms
09:04 - MCPs and the Future of Software
24:25 - AI Built Into Accounting Software
34:11 - Which AI Future Is Most Likely?
35:54 - Nerd Corner
44:31 - Mailbag
44:31 - Escaping the Capacity and Hiring Cycle
52:05 - Offshore Hiring and Cloud Accountant Staffing
59:26 - AI Hiring, Security, and Team Concerns

🗣️ 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! jason@jasononfirms.com

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 create, maintain, improve, and even execute processes themselves. Then I answer questions on CRMs vs practice management systems, building a niche advisory service, creating culture in remote teams, QuickBooks Desktop vs modern AI workflows, software being replaced by Claude, AI security for small firms, and whether QuickBooks Desktop might oddly become relevant again in an AI-first world.

📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb

🎤 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/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo

// Chapters:
00:00 - AI and the Future of SOPs
05:25 - Six Documentation Traps
17:11 - AI Agents and Process Management
30:32 - Mailbag
30:56 - Do Accounting Firms Need a CRM?
37:18 - Finding Clients for a New Niche
41:10 - Building Culture on Remote Teams
43:24 - QuickBooks Desktop vs Enterprise Suite
45:44 - How to Niche Your Accounting Firm
47:28 - Software Being Replaced by AI
51:24 - AI Security for Small Firms
56:06 - Which AI Models Should Firms Use?
57:48 - Is QuickBooks Desktop the Future?

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