{"podcast":{"title":"Jason On Firms Podcast","slug":"jason-on-firms-podcast-6263492","podcast_index_feed_id":6263492,"rss_url":"https://feeds.transistor.fm/jason-daily","website_url":"https://www.jasononfirms.com/","image_url":"https://img.transistorcdn.com/7dh8LbMvEikr3QIDCao5mk1Mb0ELj-YzcSWIHH-j8FA/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.jpg","author":"Jason Staats","episode_count":628,"summary":"I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms","last_synced_at":"2026-07-24T16:20:50.244279+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492"},"episode":{"title":"600 A Claude Cowork SECURITY Guide for your Accounting Firm","slug":"600-a-claude-cowork-security-guide-for-your-accounting-firm","published_at":"2026-04-17T15:24:54+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/600-a-claude-cowork-security-guide-for-your-accounting-firm","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/15759213","audio_url":"https://media.transistor.fm/15759213/2fa0c13c.mp3","summary":"πŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ πŸ“© 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! πŸ“§ Email me! jason@jasononfirms.com In this episode, I share a simple framework for deciding whether to keep hiring or intentionally contract, centered on tightening your client revenue band, narrowing your services so they are easier to systematize, and building distribution so you can specialize. I apply it to a real bookkeeping firm that feels overstaffed and stuck on pricing, and I close with mailbag answers on buying a book of business, letting go of legacy clients, charging for consults, finding first clients, and positioning a niche before you have ideal case studies. 🎀 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale πŸ”₯ Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag πŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps πŸ’° Today's Sponsors Soraban: https://www.soraban.com/ TeamUp: https://www.hireteamup.com/ Verito: https://verito.com/ 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 πŸ—£οΈ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa","meta_description":"πŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ πŸ“© Want a simple way to keep up with accounting firm and AI? I break it down e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4281,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/600-a-claude-cowork-security-guide-for-your-accounting-firm/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/600-a-claude-cowork-security-guide-for-your-accounting-firm.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}