Episode
636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let’s throw out the bad strategies]
- Podcast
- Jason On Firms Podcast
- Published
- Aug 21, 2026
- Duration seconds
- 4315
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/fca26d64
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Summary
🚀 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! [email protected] In this episode, I rank 20 different client acquisition strategies, then I walk through exactly how I would build an accounting firm from scratch today. I cover two versions: what I’d do with the network I have now, and what I’d do if I were starting with no connections at all. Then in the 📫 Mailbag, I tackle keeping premium clients after their original pain disappears, automating phone and messaging workflows, AI’s impact on bookkeeping, preventing AI hallucinations, and whether the future of accounting really means everyone has to become an advisor. 🔥 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 Financial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demo // Chapters: 00:00 - Findin…