# 622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isnโ€™t Saying About The Future] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/622-accounting-firms-watch-this-before-selling-advisory-what-the-industry-isn-t-saying-about-the-future Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/622-accounting-firms-watch-this-before-selling-advisory-what-the-industry-isn-t-saying-about-the-future.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-07-03T08:36:29+00:00 Episode link: https://share.transistor.fm/s/ae3de5cf Audio file: https://media.transistor.fm/ae3de5cf/a1ed006d.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/622-accounting-firms-watch-this-before-selling-advisory-what-the-industry-isn-t-saying-about-the-future Duration seconds: 3842 ## Resource ๐Ÿš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ ๐Ÿ“ฉ 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 โ˜Ž๏ธ Leave me a voicemail at (1)516-980-4968! ๐Ÿ“ง Email me! jason@jasononfirms.com In this episode, I explain why I think advisory is often positioned the wrong way inside accounting firms and share five common traps that stop firms from building higher value services. I also cover Claude Fable returning to Claude, what its new pricing means, how Iโ€™d build a bookkeeping practice from scratch today, AI powered bookkeeping and review workflows, choosing practice management software, meeting transcript tools, Copilot versus Claude, training the next generation of accountants, and whether Intuit is falling behind. ๐Ÿ”ฅ Hereโ€™s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag๐Ÿ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps ๐Ÿ’ฐ Today's Sponsors 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. Soraban: https://www.soraban.com/ MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes // Chapters: 00:00 - Is Advisory Really the Future? 01:43 - The Advisory Hype Problem 04:05 - Trap #1: Imposter Syndrome 09:31โ€ฆ ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/622-accounting-firms-watch-this-before-selling-advisory-what-the-industry-isn-t-saying-about-the-future/transcription-requests` โ€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/622-accounting-firms-watch-this-before-selling-advisory-what-the-industry-isn-t-saying-about-the-future.md` โ€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.