Jason Staats

Jason On Firms Podcast

Business EN ↓ 624 episodes

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

Author

Jason Staats

Episodes

624 The Faster Client Onboarding Method [Where most firms waste time] 10.07.2026 1:05:53

🚀 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 wrap up the Dirty Dozen series by tackling one of the highest-leverage areas...

623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era] 07.07.2026 1:03:03

🚀 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 explore why Anthropic embedding Claude directly into Slack may be one of the...

622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future] 03.07.2026 1:04:02

🚀 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 explain why I think advisory is often positioned the wrong way inside account...

621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms] 30.06.2026 1:02:12

🚀 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 answer the nine AI questions I hear most often from accounting firms, coverin...

620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it] 26.06.2026 54:57

🚀 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 five change management traps inside accounting firms, from overwhe...

619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms] 23.06.2026 56:48

🚀 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 explore the sudden rise of AI agent platforms built specifically for accounti...

618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole] 19.06.2026 53:47

🚀 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 the six biggest traps accounting firm owners fall into when trying...

617 5 More AI Use Cases for Accounting Firms [Number three is incredible] 16.06.2026 1:00:08

🚀 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 share five real AI workflows that accounting firms are already using in produ...

616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it) 12.06.2026 1:12:50

🚀 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 the six biggest pricing traps holding accounting firms back and ex...

615 The First $1B Accounting Firm Rollup [What this means for small accounting firms] 09.06.2026 58:11

🚀 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 Thrive Holdings’ $1B accounting firm rollup, why OpenAI has a stak...

614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm] 05.06.2026 1:07:14

🚀 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 the three most likely AI futures for accounting firms, general-pur...

613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs] 02.06.2026 1:03:25

🚀 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 argue that AI has fundamentally changed how accounting firms should think abo...

612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station] 29.05.2026 33:33

🚀 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 the 10 commandments of an accountant’s desk setup and why your off...

611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong] 26.05.2026 54:57

🚀 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 why practice management systems become such a nightmare for accoun...

610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work] 22.05.2026 58:00

🚀 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 firms can move from live Claude conversations to AI workflows...

609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm] 19.05.2026 54:25

🚀 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 the six biggest blockers keeping accounting firms from becoming AI...

608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!] 15.05.2026 1:01:38

🚀 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 real AI use cases accounting firms are actively using right no...

607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business] 12.05.2026 50:46

🚀 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 why accounting firms don’t just need more clients, they need bette...

606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave] 08.05.2026 50:18

🚀 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 unpack whether AI is a real reason to sell your accounting firm right now. I...

605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door] 05.05.2026 1:02:15

🚀 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 why most accounting firm workflow problems are actually capacity p...

604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026] 01.05.2026 1:12:48

🚀 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 two major Claude updates for accounting firms: Live Artifacts and...

603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck] 28.04.2026 56:36

🚀 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 a real accounting firm doing over $400K in revenue while the owner...

602 How Accounting Firms Pick Software Just Changed 24.04.2026 1:07:38

Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/ And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat 🚀 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 a...

601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice] 21.04.2026 1:07:16

🚀 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 why hiring feels impossible for accounting firms and why that’s us...

600 A Claude Cowork SECURITY Guide for your Accounting Firm 17.04.2026 1:11:21

🚀 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 share a simple framework for deciding whether to keep hiring or intentionally...