Episode

639 The 23 Types of Accounting Firm YOU Could Build [And when doing something different makes sense]

Podcast
Jason On Firms Podcast
Published
Sep 1, 2026
Duration seconds
3302
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not_requested
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https://share.transistor.fm/s/8a42335f
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https://media.transistor.fm/8a42335f/dfea6432.mp3
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Summary

šŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ šŸ“© 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 ā˜Žļø Leave me a voicemail at (1)516-980-4968! šŸ“§ Email me! [email protected] In this episode, I break down 23 accounting firm models that go beyond traditional bookkeeping and tax, including specialized compliance, niche audit, and advisory opportunities that small firms can compete for. Then I take the idea of specialization to its logical extreme and build a space accounting firm from scratch, using government awards, cost reimbursement contracts, conferences, and accelerators to find potential clients. In šŸ“« Mailbag, I dig into whether AI will eliminate junior accounting roles, how firms can use AI to attract better clients, connecting Claude directly to QuickBooks Online, private versus cloud AI models, what I’m spending on AI subscriptions, and the environmental tradeoffs of AI. šŸ”„ Want the chance to have your firm anonymously roasted? Complete this form! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag šŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps šŸ’° 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 - 23 Accounting Firm Niches 03:30 - Trust &…