{"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":642,"summary":"I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms","last_synced_at":"2026-09-11T20:17:42.565073+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492"},"episode":{"title":"631 The Psychology Of Building A Successful Accounting Firm [What today’s most successful accountants do different]","slug":"631-the-psychology-of-building-a-successful-accounting-firm-what-today-s-most-successful-accountants-do-different","published_at":"2026-08-04T15:53:20+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/631-the-psychology-of-building-a-successful-accounting-firm-what-today-s-most-successful-accountants-do-different","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/d227169b","audio_url":"https://media.transistor.fm/d227169b/10e345d3.mp3","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! jason@jasononfirms.com In this episode, I break down six mindset shifts I consistently see behind the most successful accounting firms. We cover why client relationships should not automatically be treated as permanent, how high-agency firm owners deliberately shape their client base, why delaying difficult decisions makes running a firm harder, and why leaders should hire to protect their own time first. I introduce 🗄️ Tales From the Vault, where we revisit one of my earliest YouTube videos, its 300 views, painfully slow delivery, and an economically disastrous fanny pack referral program. Then, in 🔥 Unsolicited Takedowns, I question whether AI usage statistics and productivity flexes actually reflect meaningful work. I also dig into whether Claude can automate old-school accounting applications, the continued importance of time tracking, how to promote a side firm, where accountants should post online, and how new firms should approach pricing. 🔥 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 💰 Today's Sponsors Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates Financial Cents: Book a demo https://hubs.li/Q03PYVrp0 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&amp;utm_campaign=jason-staats Soraban: https://www.soraban.com/ Verito:…","meta_description":"🚀 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 e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3471,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/631-the-psychology-of-building-a-successful-accounting-firm-what-today-s-most-successful-accountants-do-different/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-6263492/631-the-psychology-of-building-a-successful-accounting-firm-what-today-s-most-successful-accountants-do-different.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}