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

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/620-the-real-reason-clients-and-staff-resist-change-here-s-what-to-do-about-it
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/620-the-real-reason-clients-and-staff-resist-change-here-s-what-to-do-about-it.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-06-26T07:00:00+00:00
Episode link: https://share.transistor.fm/s/5342b684
Audio file: https://media.transistor.fm/5342b684/37bb55d0.mp3
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JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/620-the-real-reason-clients-and-staff-resist-change-here-s-what-to-do-about-it
Duration seconds: 3297

## 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 five change management traps inside accounting firms, from overwhelming the team with too much change to letting C and D clients block the firm you actually want to build. I also talk about niche opportunities in soccer and space accounting, recurring AI workflows, Intuit’s stock drop, simplifying client onboarding, rolling out Claude to a team, trial balance workflows, and how large a solo AI-powered firm could become. 🎤 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/ Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats // Chapters: 00:00 - Getting Everyone Aligned 01:19 - The Dirty Dozen Returns 02:12 - Change Management Traps 02:18 - Trap #1: Change Overload 06:10 - Trap #2: Incentives Gap 09:00 - Trap #3: Quiet Skeptics 15:17 - Trap #4: Carve-Out Clients 18:17 - Trap #5: Ad…

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