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

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/590-the-7-things-your-desk-needs-an-accountant-s-guide-the-most-important-workspace-decision-for-accountants
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/590-the-7-things-your-desk-needs-an-accountant-s-guide-the-most-important-workspace-decision-for-accountants.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-03-10T07:00:00+00:00
Episode link: https://share.transistor.fm/s/0ddf797f
Audio file: https://media.transistor.fm/0ddf797f/b9e320b5.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/590-the-7-things-your-desk-needs-an-accountant-s-guide-the-most-important-workspace-decision-for-accountants
Duration seconds: 4219

## Resource

🚀 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 my thoughts on building a better desk setup for accountants and why small changes to your workspace can have a big impact on productivity. Then I break down a $2.1M accounting firm where the owner clears about $600K a year and walk through what they’re doing well, where they’re stuck, and how they could improve their operations. Finally we get into the mailbag, covering topics like buying accounting firms, building trust with referral partners, security boundaries with AI tools like Claude, whether AI threatens accounting careers, handling client resistance to new tech, and how to think about pricing and value in your firm. 🎤 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/jason // Chapters: 00:00 Desk setup ideas for accountants 01:00 Seven things every desk should have 11:00 Optimizing the under-desk workspace 20:15 Firm Roast introduction 21:00 $2.1M firm breakdown and cli…

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## Transcript

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