Episode
638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm]
- Podcast
- Jason On Firms Podcast
- Published
- Aug 28, 2026
- Duration seconds
- 3404
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/a446fe93
Actions
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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 break down nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms. 🔥 Want the chance to have your firm anonymously roasted? Complete this 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 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 - Private Equity in Accounting 01:45 - Accounting Firm Exit Options 04:49 - $1M to $3M Firms 06:34 - $3M to $10M Firms 09:29 - Larger Firm Deals 11:09 - Six Types of Deals 14:04…