Episode
713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
- Podcast
- Jason On Firms Podcast
- Published
- Apr 3, 2026
- Duration seconds
- 3910
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/f8264832
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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 real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong in that process. I share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow. 🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events 🔥 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 📌 If you’ve never used my PM recommendation tool: https://www.jasononfirms.com/pmrec 💿 Grab my IRS hold music here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link 💰 Today's Sponsors TeamUp: https://www.hireteamup.com/jason Soraban: https://www.soraban.com/ Verito: https://verito.com/ Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Financial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates // Chapters: 00:00 - Choosing prac…