Jason On Firms Podcast

🚀 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, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually respond. I also get into why three-tier pricing often fails in the details, how to standardize service levels internally with a service library, and how to think about mid-year scope changes without stressing clients out. 💰 Today's SponsorsMakersHub: https://makershub.ai/Stanford Tax: https://stanfordtax.com/Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersVerito: https://verito.com/Missive: https://missiveapp.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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/N570TIn 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 of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a commodity, and walk through how messaging helps you attract better clients. 💰 Today's SponsorsVerito: https://verito.com/ Stanford Tax: https://stanfordtax.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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/SL569TIn this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out to the real causes of workflow pain like too many client types, too many services, and inconsistent delivery. I also explain why workflow issues are often capacity issues and why specialization is usually the fastest path to simpler operations.💰 Today's SponsorsMakersHub: https://makershub.ai/Financial Cents: https://hubs.li/Q03mLr_x0🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 1099 framework we used to make this work profitable, how to push the right work back to clients, and the best tools firms are actually using to handle 1099s at scale.💰 Today's SponsorsSoraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 to get back into work that actually energizes you, and why most of the “scary” decisions firm owners face are far less risky than they feel.🗣️ Continue the discussion on social!X [https://twitter.com/jasononfirms](https://twitter.com/jasononfirms)LinkedIn [https://www.linkedin.com/in/jstaats/](https://www.linkedin.com/in/jstaats/)YouTube [https://www.youtube.com/@jasoncpa](https://www.youtube.com/@jasoncpa)

🚀 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 these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valuable assets in your firm. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 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 be handed off, building trust with your team, bringing admins and VAs into client communication, and using the inbox as a signal for what still hasn’t been delegated. We also touch on setting clearer client boundaries, improving onboarding, and why freeing up capacity is more about systems and trust than working harder.💰 Today's SponsorsSoraban: https://www.soraban.com/MakersHub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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, how month-end close automation is changing where work actually happens, and which new ledger tools are starting to break through.💰 Today's SponsorsMakersHub: https://makershub.ai/Financial Cents: https://hubs.li/Q03mLr_x0Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ usersSoraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to move. I also share where I think real progress will come from over the next year and what firms should plan for next. 💰 Today's Sponsors Soraban: https://www.soraban.com/ Verito: https://verito.com/ MakersHub: https://makershub.ai/ 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 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 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, where expectations fell flat, and how workflows around month-end close, practice management, and ledgers are evolving. I also share what surprised me most, why specialization is winning, and what these shifts tell us as we head into 2026.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Soraban: https://www.soraban.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

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, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and what it all signals heading into 2026.💰 Today's SponsorsStanford Tax: http://stanfordtax.com/Verito: https://verito.com/MakersHub: https://makershub.ai/Client Hub: https://clienthub.app/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 how AI is actually fitting into client communication at accounting firms. We talk about where AI helps today, why chasing clients for info is still the biggest bottleneck, and how tools like meeting transcripts can make teams faster without hurting client trust. I also get into why firms should start capturing context now, how to think about AI security, and where human judgment still matters most. 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 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 episode, I break down why workflow bottlenecks keep crushing accounting firms during busy seasons. We talk through practical ways to smooth out the peaks and valleys, set better client expectations, and use pricing and delivery tiers to make the work more manageable year round. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Client Hub: https://clienthub.app/ 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

🚀 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 renewals and tiers can help you make space for better work without blowing up your firm.💰 Today's SponsorsMakersHub: https://makershub.ai/Client Hub: https://clienthub.app/Stanford Tax: https://stanfordtax.com/Verito: https://verito.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

🚀 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 my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.💰 Today's SponsorsClient Hub: https://clienthub.app/MakersHub: https://makershub.ai/🎥 The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 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 your team could handle. I break down eight practical thresholds you can use across clients, tax work, proposals, renewals, vendors, spending, write-offs, and hiring so you can step out of the weeds, give your team room to grow, and build a version of the job that actually feels sustainable. 💰 Today's Sponsors MakersHub: https://makershub.ai/ Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats 🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

👋 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” can actually hold your firm back. I dig into how to set the right quality bar for different types of work, build systems that don’t rely on superstars, and finally stop being the last person to touch everything before it goes out the door.💰 Today's SponsorsVerito: https://verito.com/Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T☎️ Leave me a voicemail at (1)516-980-4968!Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.💰 Today's SponsorsFinancial Cents: https://financial-cents.com/💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Verito: https://verito.com/TeamUp: http://hireteamup.com/jasonMakersHub: https://makershub.ai/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Ready to meet other leaders doing this work? JLock in your seat at a city near you: https://jasononline.link/LE557T🚀 Grow faster with a group that shares what works. Join 600+ firm owners in my private community: https://jasononline.link/C557T☎️ Leave me a voicemail at (1)516-980-4968!📌 Here’s Tim Ferriss’ fear setting exercise https://tim.blog/2017/05/15/fear-setting/In this episode, I dig into why email eats more hours than anything else in your firm and what it takes to break free from it. I cover the mindset shifts, the delegation steps, and the systems that make inbox help actually work. I also talk about how to set better boundaries, build team ownership around communication, and give yourself the space to focus on the high-value work that moves your firm forward.💰 Today's SponsorsFinancial Cents: https://financial-cents.com/💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/Soraban: https://www.soraban.com/Verito: https://verito.com/TeamUp: http://hireteamup.com/jason🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jason.link/83z🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jason.link/84h☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down what offshoring actually means for small firms and why, much like AI, it feels increasingly inevitable. I talk through the real downsides, how to build onshore and offshore teams in a healthier way, and what work will still belong to humans as tech and global labor keep evolving. I also share why small firms may be better positioned than big machines and why your long-term edge still comes from expertise and real human connection💰 Today's SponsorsTeamUp: http://hireteamup.com/jasonVerito: https://verito.com/Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats Soraban: https://www.soraban.com/🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa