{"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":"638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm]","slug":"638-every-type-of-vc-accounting-firm-deal-explained-and-what-s-available-to-each-size-of-firm","published_at":"2026-08-28T07:00:00+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/638-every-type-of-vc-accounting-firm-deal-explained-and-what-s-available-to-each-size-of-firm","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/a446fe93","audio_url":"https://media.transistor.fm/a446fe93/85616911.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 nine non-accounting apps that can make a modern accounting firm more efficient, from collaborative email and soft phones to AI assistants, meeting recorders, and scheduling tools. I also 🔥 Roast a Firm and explain why an extremely specific niche can be a powerful advantage. Then in 📞 Accountant Support, I answer questions about cutting lower-paying clients, using Claude with QuickBooks, choosing PC versus Mac for AI, trial balance software, replacing traditional software with AI, and whether new accounting graduates should start their own firms. 🔥 Want the chance to have your firm anonymously roasted? Complete this 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 Verito: https://verito.com/jason?utm_campaign=42071442-Jason&amp;utm_source=Podcast&amp;utm_medium=Podcast&amp;utm_content=show-notes Karbon: https://karbonhq.com/?utm_source=podcast&amp;utm_campaign=jason-staats MakersHub: https://makershub.com/get-started?utm_source=podcast&amp;utm_medium=partner&amp;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 - Private Equity in Accounting 01:45 - Accounting Firm Exit Options 04:49 - $1M to $3M Firms 06:34 - $3M to $10M Firms 09:29 - Larger Firm Deals 11:09 - Six Types of Deals 14:04…","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":3404,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/638-every-type-of-vc-accounting-firm-deal-explained-and-what-s-available-to-each-size-of-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-6263492/638-every-type-of-vc-accounting-firm-deal-explained-and-what-s-available-to-each-size-of-firm.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}