Episode
589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]
- Podcast
- Jason On Firms Podcast
- Published
- Mar 6, 2026
- Duration seconds
- 3573
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/8b129724
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Summary
🚀 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 supercut of Q&A from two live events we hosted in San Francisco and Los Angeles with accounting firm owners. We dig into real questions from the room covering marketing, AI adoption inside firms, pricing strategy, three tier proposals, managing client boundaries, and how to actually implement changes without blowing up your firm. I also talk through practical approaches to rolling out AI internally, raising prices on legacy clients, structuring advisory tiers, and where automation actually matters versus where people waste time chasing tech. 🎤 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 Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Soraban: https://www.soraban.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 Verito: https://verito.com/ MakersHub: https://makershub.ai/ TeamUp: https://www.hireteamup.com/ // Chapters: 00:00 Live event Q&A introduction 00:55 Marketing strategies for accounting firms 06:20 Client facing AI tools and GPT assistants 07:20 Capturing advisory knowledge with meeting transcripts 13:10 Encouraging AI adoption across firm teams 17:50 Raising prices on low…