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

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/599-how-to-become-an-accounting-firm-thought-leader-and-why-our-industry-needs-you
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/599-how-to-become-an-accounting-firm-thought-leader-and-why-our-industry-needs-you.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-04-14T09:35:22+00:00
Episode link: https://share.transistor.fm/s/5b25d046
Audio file: https://media.transistor.fm/5b25d046/cf8d234b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/599-how-to-become-an-accounting-firm-thought-leader-and-why-our-industry-needs-you
Duration seconds: 3575

## 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 break down how I transitioned from running a 40-person firm to helping other accounting firms, and why there’s a massive opportunity right now for accountants to step into education, AI, and advisory roles. I share a practical framework for starting, including how to stay independent, build an audience, and structure your value ladder. Then I walk through a teardown of a $50M accounting firm, highlighting pricing, tech stack, and org structure issues. We close with a mailbag covering acquisitions, scaling CFO services, proposals, client pruning, delegation, and 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 TeamUp: https://www.hireteamup.com/jason Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats 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. Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo Missive: https://missiveapp.com/jason // Chapters: 00:00 - Why accountants should help accountants 02:00 - From firm owner to educator 09:30 - Building an accounting education busines…

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## Transcript

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