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

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/615-the-first-1b-accounting-firm-rollup-what-this-means-for-small-accounting-firms
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/615-the-first-1b-accounting-firm-rollup-what-this-means-for-small-accounting-firms.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-06-09T07:00:00+00:00
Episode link: https://share.transistor.fm/s/90a8db55
Audio file: https://media.transistor.fm/90a8db55/ac2d9efa.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/615-the-first-1b-accounting-firm-rollup-what-this-means-for-small-accounting-firms
Duration seconds: 3491

## 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 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…

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