Podcast

Jason On Firms Podcast

Author: Jason Staats
Feed episode count: 628
Official site: https://www.jasononfirms.com/
RSS: https://feeds.transistor.fm/jason-daily
JSON: /v1/public/podcasts/jason-on-firms-podcast-6263492
Markdown: /podcast/jason-on-firms-podcast-6263492.md

Summary

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

Episodes

Jul 24, 2026 · not_requested

628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]

Duration seconds: 2853
Source: https://share.transistor.fm/s/916fb278

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Jul 21, 2026 · not_requested

627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)]

Duration seconds: 3984
Source: https://share.transistor.fm/s/dc1df0a0

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Jul 17, 2026 · not_requested

626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing]

Duration seconds: 4206
Source: https://share.transistor.fm/s/7b324b6c

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Jul 14, 2026 · not_requested

625 Should Accounting Firms Build Their Own Software? [Actually.. here’s where it makes sense]

Duration seconds: 4549
Source: https://share.transistor.fm/s/58d0d814

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Jul 10, 2026 · not_requested

624 The Faster Client Onboarding Method [Where most firms waste time]

Duration seconds: 3953
Source: https://share.transistor.fm/s/67cc1721

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Jul 7, 2026 · not_requested

623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]

Duration seconds: 3783
Source: https://share.transistor.fm/s/1493bbb2

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Jul 3, 2026 · not_requested

622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future]

Duration seconds: 3842
Source: https://share.transistor.fm/s/ae3de5cf

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Jun 30, 2026 · not_requested

621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]

Duration seconds: 3732
Source: https://share.transistor.fm/s/7da455d8

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Jun 26, 2026 · not_requested

620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]

Duration seconds: 3297
Source: https://share.transistor.fm/s/5342b684

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Jun 23, 2026 · not_requested

619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

Duration seconds: 3408
Source: https://share.transistor.fm/s/a711d134

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Jun 19, 2026 · not_requested

618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]

Duration seconds: 3227
Source: https://share.transistor.fm/s/98f755c3

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Jun 16, 2026 · not_requested

617 5 More AI Use Cases for Accounting Firms [Number three is incredible]

Duration seconds: 3608
Source: https://share.transistor.fm/s/df983ec8

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Jun 12, 2026 · not_requested

616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)

Duration seconds: 4370
Source: https://share.transistor.fm/s/1e2c143c

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Jun 9, 2026 · not_requested

615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]

Duration seconds: 3491
Source: https://share.transistor.fm/s/90a8db55

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Jun 5, 2026 · not_requested

614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

Duration seconds: 4034
Source: https://share.transistor.fm/s/5653854b

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Jun 2, 2026 · not_requested

613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

Duration seconds: 3805
Source: https://share.transistor.fm/s/02f6d7a1

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May 29, 2026 · not_requested

612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]

Duration seconds: 2013
Source: https://share.transistor.fm/s/71f899be

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May 26, 2026 · not_requested

611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]

Duration seconds: 3297
Source: https://share.transistor.fm/s/4425a189

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May 22, 2026 · not_requested

610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]

Duration seconds: 3480
Source: https://share.transistor.fm/s/58fabba0

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May 19, 2026 · not_requested

609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]

Duration seconds: 3265
Source: https://share.transistor.fm/s/2c9d1856

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May 15, 2026 · not_requested

608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]

Duration seconds: 3698
Source: https://share.transistor.fm/s/3ddcf868

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May 12, 2026 · not_requested

607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]

Duration seconds: 3046
Source: https://share.transistor.fm/s/42b39b69

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May 8, 2026 · not_requested

606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]

Duration seconds: 3018
Source: https://share.transistor.fm/s/d28ad36f

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May 5, 2026 · not_requested

605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]

Duration seconds: 3735
Source: https://share.transistor.fm/s/dc8888a0

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May 1, 2026 · not_requested

604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]

Duration seconds: 4368
Source: https://share.transistor.fm/s/efe3ec07

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Apr 28, 2026 · not_requested

603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]

Duration seconds: 3396
Source: https://share.transistor.fm/s/49b6e173

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Apr 24, 2026 · not_requested

602 How Accounting Firms Pick Software Just Changed

Duration seconds: 4058
Source: https://share.transistor.fm/s/d2d2f127

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Apr 21, 2026 · not_requested

601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]

Duration seconds: 4036
Source: https://share.transistor.fm/s/ee9fa97e

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Apr 17, 2026 · not_requested

600 A Claude Cowork SECURITY Guide for your Accounting Firm

Duration seconds: 4281
Source: https://share.transistor.fm/s/15759213

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Apr 14, 2026 · not_requested

599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]

Duration seconds: 3575
Source: https://share.transistor.fm/s/5b25d046

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Apr 10, 2026 · not_requested

598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]

Duration seconds: 4456
Source: https://share.transistor.fm/s/f9452817

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Apr 7, 2026 · not_requested

597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]

Duration seconds: 3598
Source: https://share.transistor.fm/s/344d21a0

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Apr 3, 2026 · not_requested

713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]

Duration seconds: 3910
Source: https://share.transistor.fm/s/f8264832

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Mar 31, 2026 · not_requested

595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]

Duration seconds: 4482
Source: https://share.transistor.fm/s/bbae750e

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Mar 27, 2026 · not_requested

594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]

Duration seconds: 3772
Source: https://share.transistor.fm/s/f632df96

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Mar 25, 2026 · not_requested

593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]

Duration seconds: 3523
Source: https://share.transistor.fm/s/b6f18f93

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Mar 19, 2026 · not_requested

592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]

Duration seconds: 2291
Source: https://share.transistor.fm/s/0dcdcb8e

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Mar 18, 2026 · not_requested

591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]

Duration seconds: 3930
Source: https://share.transistor.fm/s/6802a9b3

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Mar 10, 2026 · not_requested

590 The 7 Things Your DESK Needs: An Accountant’s Guide [The most important workspace decision for accountants]

Duration seconds: 4219
Source: https://share.transistor.fm/s/0ddf797f

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Mar 6, 2026 · not_requested

589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]

Duration seconds: 3573
Source: https://share.transistor.fm/s/8b129724

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Mar 5, 2026 · not_requested

588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]

Duration seconds: 4828
Source: https://share.transistor.fm/s/42c4641d

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Mar 2, 2026 · not_requested

587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]

Duration seconds: 3750
Source: https://share.transistor.fm/s/6bcb92e8

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