Jason On Firms Podcast

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps In this episode, I sit down with Karen Reyburn to break down how accounting firms should actually be using AI for marketing. We walk through a practical framework that starts with research, then extraction, ideation, and finally...

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps In this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot s...

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag In this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to a...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C575T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A575T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with Jonathan Stark to talk about why email is still the most powerful channel for building trust, authority, and better clients. We dig into how wr...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T 🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag In this episode, I cover three desk upgrades that dramatically improve focus, health, and...

🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://jasononline.link/CKatie 🧰 Swipe my FREE app recommendations for accounting firms: https://jasononline.link/AKatie My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s sh...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C572T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A572T 🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag In this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just better...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients,...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T ☎️ Leave me a voicemail at (1)516-980-4968! 📩 My newsletter! https://jasononline.link/N570T In this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T ☎️ Leave me a voicemail at (1)516-980-4968! 📚 Here’s that service library resource: https://jasononline.link/SL569T In this episode, I break down what “workflow” really means for accounting firms goin...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the t...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like t...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xero, h...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table...

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, wh...

Transistor 🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, wor...

🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0   ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share a live Q&A from WorkflowCon on...

🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leave me a voicemail at (1)516-980-4968! In this ep...

🚀 Talk shop with almost 700 firm owners figuring this out together: https://jasononline.link/C555T 📚 See the apps I actually recommend for firms: https://jasononline.link/A555T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I share takeaways from a live coaching session in Oklahoma City. We talk about what actually frees up the owner, where delegation breaks down, and how smarter r...

🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T 📚 Swipe my app database: http://jasononline.link/A561T 📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter 📝  The AI notetakers in my radar for accounting firms: Vinyl https://www.usevinyl.com/ Ping https://pingassistant.com/ Abacor https://abacor.com/ 🤖 Here are m...

👋 Want to get out from behind the screen? Meet other firm leaders and jam on what’s working. Grab a spot at a city near you: https://jasononline.link/LE560T 🚀 Build a better firm faster. Join 600+ owners trading playbooks in the community: https://jasononline.link/C560T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I get honest about how much time you lose by hanging onto work you...

👋 Come hang out in person. Swap stories with other firm owners and pick up ideas you can actually use. Save your spot: https://jasononline.link/LE559T 🚀 Don’t build your firm alone. Join 600+ owners who compare notes and help each other win: https://jasononline.link/C559T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, we get real about over-delivering on quality and why “perfect” c...