![611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]](https://is1-ssl.mzstatic.com/image/thumb/Podcasts126/v4/ef/d7/14/efd7145d-2bf2-182a-72f1-083ae67fbd94/mza_2873182986030270001.jpg/250x250bb.jpg)
Afleveringen
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🚀 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 explore why Anthropic embedding Claude directly into Slack may be one of the biggest AI shifts we’ve seen yet—and why it makes me both excited and uncomfortable. I explain how goals, MCP connections, and Slack integration could eventually make AI the operating layer of an entire company. I also share three creative AI workflows accounting firms are already using, discuss whether QuickBooks and Xero are losing their grip on the market, answer questions about Claude, onboarding bookkeeping clients, hiring with AI, and explain why firms should rethink their workflow statuses for the AI era.
🔥 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
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.
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
Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
📚 Here’s that service library resource: https://youtu.be/T8rQzr3ogkM?si=DRjYWbe-2LobQcuS
📕The Alex Hormozi book I mentioned: https://www.amazon.com/100M-Offers-People-Stupid-Saying-ebook/dp/B099QVG1H8
// Chapters:
00:00 - Claude’s Trojan Horse?
01:32 - Goals Change Everything
05:29 - Claude Inside Slack
10:34 - Is AI Running the Firm?
15:31 - Why Software Developers Matter
17:35 - Why MCP Wins
19:48 - 3 Wild AI Use Cases
20:23 - AI Proposal Generator
24:55 - AI Client Reporting
28:57 - AI Trial Balance Builder
36:30 - Mailbag Begins
38:13 - Will QuickBooks & Xero Lose?
41:18 - Claude Chat vs Cowork
46:58 - Best Alex Hormozi Book
48:16 - Claude Projects Best Practices
50:05 - Is ChatGPT Dead?
51:48 - Pricing Cleanup Work
56:27 - AI Resume Screening
59:38 - Rebuilding Workflow Statuses for AI
🗣️ 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 explain why I think advisory is often positioned the wrong way inside accounting firms and share five common traps that stop firms from building higher value services. I also cover Claude Fable returning to Claude, what its new pricing means, how I’d build a bookkeeping practice from scratch today, AI powered bookkeeping and review workflows, choosing practice management software, meeting transcript tools, Copilot versus Claude, training the next generation of accountants, and whether Intuit is falling behind.
🔥 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
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.
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
Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
// Chapters:
00:00 - Is Advisory Really the Future?
01:43 - The Advisory Hype Problem
04:05 - Trap #1: Imposter Syndrome
09:31 - Trap #2: Giving Premium Work Away
16:10 - Trap #3: Death by Deadlines
19:07 - Trap #4: Selling Favors Instead of Products
22:25 - Trap #5: Sell Outcomes, Not Coaching
28:43 - Claude Fable Is Back
38:31 - Mailbag
38:58 - Best AI Meeting Transcript Tools
41:44 - Which Accounting Ledger Would I Choose Today?
44:10 - How Do You Avoid Buying the Wrong Software?
49:58 - Do You Actually Use All These AI Tools?
52:08 - Should Firms Standardize on Microsoft Copilot?
53:43 - How Good Is AI at Reviewing Tax Returns?
55:03 - Do File Naming Conventions Really Matter?
56:39 - Will AI Create an Accounting Knowledge Gap?
01:00:20 - Can Claude Help When Intuit Breaks?
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa -
Zijn er afleveringen die ontbreken?
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🚀 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 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 workflows for QuickBooks, spreadsheets, email, and tax software. I also share my thoughts on the latest IRS AI guidance and why I disagree that AI savings should automatically lower client fees, then wrap up with a Mailbag on bank statement automation, QuickBooks MCPs, IT security, work papers, value pricing, and why I believe AI will make human expertise even more valuable.
🔥 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
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.
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
// Chapters:
00:00 - The 9 Biggest AI Questions
01:43 - AI & Client Data Security
06:22 - Why Claude Beats Copilot
08:04 - Should You Switch from ChatGPT?
08:17 - Where Should You Start with AI?
10:50 - Building Your First AI Agent
14:49 - Best Beginner AI Use Cases
17:00 - AI & QuickBooks Automation
20:56 - Can AI Automate Tax Software?
23:20 - Should Clients Know You Use AI?
25:37 - IRS Says AI Should Lower Fees?
32:23 - Mailbag
32:48 - How Do I Automatically Fetch Bank Statements?
38:09 - Secure Client Credentials Without Sharing Passwords
40:44 - Are Traditional Work Papers Still Worth It?
44:05 - How Do You Handle AI Discount Requests?
47:22 - Can Claude Post Journal Entries to QuickBooks?
52:04 - Is Thomson Reuters Falling Behind on AI?
54:06 - IT Security for a New Fractional CFO Firm
56:20 - Does AI Kill Creativity and Advisory?
01:02:00 - 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! [email protected]
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 in soccer and space accounting, recurring AI workflows, Intuit’s stock drop, simplifying client onboarding, rolling out Claude to a team, trial balance workflows, and how large a solo AI-powered firm could become.
🎤 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 - Getting Everyone Aligned
01:19 - The Dirty Dozen Returns
02:12 - Change Management Traps
02:18 - Trap #1: Change Overload
06:10 - Trap #2: Incentives Gap
09:00 - Trap #3: Quiet Skeptics
15:17 - Trap #4: Carve-Out Clients
18:17 - Trap #5: Adoption Letdown
21:49 - Change Management Recap
22:27 - Accountants Power The World Cup
22:39 - Niche Of The Week
24:33 - Passion-Driven Firm Niches
27:47 - Space Accounting Returns
30:58 - Mailbag Begins
31:29 - Building Recurring AI Workflows
34:23 - Should I Sell Intuit Stock?
38:07 - Simplifying Client Onboarding
42:13 - Rolling Out Claude To A Team
44:42 - Trial Balance After Engagement Manager
49:27 - Fear Of AI Tool Switching
51:05 - How Big Can A Solo AI Firm Get?
🗣️ 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 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 answer a listener question about what firm owners should focus on during the summer months. In the mailbag, I cover software firms should avoid, practice management system selection, and what to do when Claude makes mistakes in bookkeeping workflows.
🎤 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
⚒️ Tools I mentioned
-Ramp Stack https://ramp.com/lp2/stack
-Digits Agentic Close https://digits.com/blog/agentic-close/
-Pilot Meridian https://meridian.pilot.com/
-Puzzle AI Close https://puzzle.io/ai-close
-Canopy Coworker https://www.getcanopy.com/coworker/
-Mercury Command https://mercury.com/command
-Double https://doublehq.com/
// Chapters:
00:00 - The AI Agent Gold Rush
07:58 - Where Agents Actually Live
12:11 - The Future Of Firm Automation
15:31 - Summer Priorities For Firms
18:36 - Take A Break This Summer
20:17 - Make Big Tech Changes
22:04 - Building Better Systems
26:51 - Planning For Growth
30:57 - Hiring Before Busy Season
31:53 - Strategic Thinking Time
33:32 - Mailbag
33:43 - Any Software To Completely Avoid?
36:22 - AI Influencers & Phantom Products
40:50 - Should Firms Try Instead?
42:18 - What Happened To SmartVault?
46:11 - Which Practice Management System Should I Choose?
49:30 - What If Claude Makes Mistakes?
54:01 - From How-To To What-To-Do
55:00 - The Future Of Space Accounting
🗣️ 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 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-money clients can distract you from your ideal business, and why regularly curating your client list is one of the most important jobs of a firm owner. I also answer questions about firing clients through pricing increases, whether prompt libraries still matter in the AI era, partnering with specialists for services like sales tax and payroll, and what I think about Claude’s QuickBooks Online integration and the future of AI-powered accounting workflows.
🎤 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 - The Client List Asset
01:27 - The Dirty Dozen Returns
02:23 - Trap #1: Concentration Risk Fear
06:38 - Trap #2: The Commitment Gap
09:10 - Trap #3: Big Money Clients
10:28 - Trap #4: Curation Hesitation
13:09 - Trap #5: Big Fish vs Minnows
18:17 - Trap #6: The Machine Problem
22:24 - Protecting The Client List
23:18 - Mailbag
23:44 - Raising Prices to Lose Bad Clients
26:54 - Are Prompt Libraries Still Worth It?
30:17 - Goals vs Prompts in AI
32:07 - Strongest AI Use Cases Today
36:14 - Process Improvement Career Paths
38:14 - Sales Tax Apps for Ecommerce
43:18 - Claude + QuickBooks Integration
52:35 - Tour Wrap-Up & Community Thanks
🗣️ 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 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! [email protected]
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! [email protected]
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! [email protected]
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! [email protected]
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 -
🚀 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 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, lighting, and CO2 levels. Then I play Hot or Not with office trends like standing desks, gaming chairs, glass desktops, L-shaped desks, and keyboard trays.
🎤 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 accountant desk setup problem
01:02 Why office setup affects productivity
02:00 Commandment 1: know your limits
05:23 Commandments 2–3: wheels + underside mounting
08:55 Sponsors: hiring + tax workflow
10:53 Commandments 4–8: monitors, cables, keyboards, hardware
18:57 Sponsors: Canopy + Verito
21:14 Commandments 9–10: chairs, lighting, and CO2
25:17 Hot or Not: office trends
33:01 Final desk setup advice
🗣️ 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 practice management systems become such a nightmare for accounting firms and the six biggest traps firms fall into when selecting, migrating, and rolling out a PM platform. I explain why there’s no perfect system, why demos are misleading, how firms overload their teams with change, and why client portals fail adoption. Then I speedrun listener questions on AI pricing, niching risk, automating client back offices, workflow bottlenecks, and whether AI threatens accounting firms. I also debut a new segment.
🎤 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 - Practice management systems are high-stakes
01:21 - Dirty Dozen+ PM headaches
02:01 - The 6 biggest PM traps
14:17 - PM setup, migration, and adoption mistakes
24:07 - Roast My Podcast Reviews
31:24 - Mailbag
32:02 - Human vs AI accounting work
41:13 - Is AI replacing accounting firms?
43:49 - Does AI make niching riskier?
48:56 - AI automation opportunities in client workflows
51:15 - Why more accountants are starting firms
54:19 - 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! [email protected]
In this episode, I break down how firms can move from live Claude conversations to AI workflows that run in the background. I walk through five levels of AI autonomy, from simple chats and scheduled tasks to hosted routines and managed agents. Then I roast a $700K bookkeeping/CFO firm dealing with operational heaviness, SOP sprawl, niche opportunities, and scaling pains. I also answer questions on custom AI tools, Claude for Small Business, referral partnerships, where to build agents first, email triage, and whether old-school firms are worth buying.
🎤 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 in the walls
02:12 - Five levels of AI autonomy
06:17 - Claude Code routines + webhooks
14:18 - Managed agents explained
18:20 - Roast a $700K bookkeeping firm
27:45 - SOPs, systems, and standardization
33:07 - Local vs national niche strategy
35:28 - Mailbag
35:45 - Custom AI tools vs software
46:03 - Where to build AI agents first
48:25 - AI email management
52:58 - Buying old-school firms
56:09 - 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! [email protected]
In this episode, I break down the six biggest blockers keeping accounting firms from becoming AI native. I explain why Claude is the best starting point right now, why AI adoption needs daily team habits, and why incentives matter more than training. I also cover pricing fears, staff anxiety, AI replacing task-based work, and how firm owners should think about their responsibility to help teams adapt.
🎤 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
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Missive: https://missiveapp.com/jason
// Chapters:
00:00 - Why firms are struggling with AI
02:54 - The 6 blockers to becoming AI native
10:02 - Why teams resist AI adoption
17:30 - AI pricing fears + job replacement
29:23 - Mailbag
44:15 - Will AI kill accounting work?
49:31 - Content strategy + scaling content
53:36 - 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! [email protected]
In this episode, I break down six real AI use cases accounting firms are actively using right now, from Claude creating SOPs from screen recordings and consolidating multi-entity financials, to tax checklist automation, document renaming, crypto dashboards, and AI-powered prospecting. I also explain where AI agents still break down, especially around month-end close document collection and browser automation. Then I answer questions on pricing confidence, niching, fast growth vs profitability, hallucinations, personal finance workflows, and whether firms should master app-specific AI or focus on cross-platform AI agents like Claude Cowork.
🎤 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
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Missive: https://missiveapp.com/jason
// Chapters:
00:00 - Six real AI use cases for firms
07:40 - AI checklists + hallucination risks
17:24 - AI prospecting + newsletter CTA
21:14 - Nerd Corner: month-end close chaos
35:34 - Mailbag
35:55 - Pricing confidence + charging more
42:28 - Fast growth vs profitability
49:16 - Personal finance + Claude vs Digits
54:18 - AI hallucinations explained
59:42 - Learn Claude or app-specific AI
01:01:17 - 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! [email protected]
In this episode, I break down why accounting firms don’t just need more clients, they need better clients. I explain why referrals, low pricing, weak niche positioning, and poor proposal design can keep firms stuck with too much work and not enough profit. I also cover how to raise prices, cut bad-fit clients, build visibility with the right audience, and structure three-tier proposals around both scope and client access.
🎤 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
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Missive: https://missiveapp.com/jason
// Chapters:
00:00 - Why firms need better clients
01:57 - The Dirty Dozen: client quality
03:17 - Better clients fix capacity
05:08 - Cut low-margin clients
08:18 - Word-of-mouth has limits
16:20 - Why niching feels scary
22:47 - Visibility creates better clients
29:14 - Three-tier proposal problems
35:45 - Mailbag
40:46 - Should you discount pricing?
44:59 - Catching scope creep
49:16 - Better clients solve everything
🗣️ 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 unpack whether AI is a real reason to sell your accounting firm right now. I walk through both sides: why AI creates more risk than ever, but also why accountants may become more valuable as human advisors and integrators. Then I break down how accounting firm websites should shift from faceless service pages to founder-led expertise, especially for niche advisory firms. In the mailbag, I cover AI for cash flow and budgeting, practice management mistakes, accounting firm margins, career moves, CFO services, and tax workflow tools.
🎤 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
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Missive: https://missiveapp.com/jason// Chapters:
00:00 - Should you sell before AI changes accounting?
01:31 - AI risk + firm value
03:00 - Are you selling what AI replaces?
06:44 - The case for selling now
07:28 - Accountants as human integrators
10:59 - The real asset is you
16:39 - Founder-led accounting websites
27:48 - Mailbag
28:07 - AI for cash flow and budgets
32:04 - No practice management software
37:56 - Accounting firm margins explained
39:55 - Career path into a better firm
44:30 - CFO advisory vs bookkeeping
46:29 - Tax workflow tools
🗣️ 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 most accounting firm workflow problems are actually capacity problems. I walk through six common capacity bottlenecks—from not knowing your real bandwidth and busy season overload to owner burnout, hiring paralysis, and the client communication death spiral. The core issue usually isn’t workflow software—it’s pricing, bad-fit clients, and trying to serve too many people without enough margin. Then I shift into a rapid-fire “this or that” segment comparing accounting firm tools like Financial Cents vs TaxDome, Digits vs Double, MakersHub vs Ramp, offshore vs onshore hiring, firm acquisition vs building a sales team, and more. The big takeaway: better firms come from better clients, not just better workflows.
🎤 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: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demo
// Chapters:
00:00 - Workflow problems are really capacity problems
01:30 - Dirty Dozen + six capacity bottlenecks
20:00 Hire vs workflow + firing clients
23:20 Client responsiveness + service quality
30:30 This or That begins (tech + firm decisions)
46:40 Staffing: offshore vs onshore
52:20 Buy a firm or build a sales team
58:40 AI, hiring, and the future of accounting
01:01:00 Events + final CTA
🗣️ 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 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 - Laat meer zien
![623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]](https://is1-ssl.mzstatic.com/image/thumb/Podcasts126/v4/ef/d7/14/efd7145d-2bf2-182a-72f1-083ae67fbd94/mza_2873182986030270001.jpg/80x80bb.jpg)