# 642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]

Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/642-the-most-important-page-on-your-accounting-firm-website-getting-this-wrong-wastes-hours-every-week
Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/642-the-most-important-page-on-your-accounting-firm-website-getting-this-wrong-wastes-hours-every-week.md
Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492)
Published: 2026-09-11T09:10:24+00:00
Episode link: https://share.transistor.fm/s/81e4edcb
Audio file: https://media.transistor.fm/81e4edcb/758a4555.mp3
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Duration seconds: 3721

## 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 how accounting firms can make their sales and discovery process less painful by moving repetitive information upstream, introducing pricing earlier, setting better expectations, and using AI meeting transcripts to continuously improve the process. I also launch a new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice. 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Soraban: https://hubs.ly/Q04cNLF80 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 Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats // Chapters: 00:00 - Fixing Your Sales Process 01:50 - The Sales Process Problem…

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## Transcript

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