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PODCAST

Jason On Firms Podcast

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

business entrepreneurship

All Episodes

59:35

599 How To Become An Accounting Firm Thought Leader...

Jason On Firms Podcast ·

2026/04/14

🚀 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.comIn this episode, I break down how I transitioned from running a 40-person firm to helping other accounting firms, and why there’s a massive opportunity right now for accountants to step into

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75:08

598 Managing PHONE Calls In An Accounting Firm [How...

Jason On Firms Podcast ·

2026/04/10

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🚀 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.comIn this episode, I break down how accounting firms should actually think about communication, from whether phones

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60:49

597 5 Ways to Speed Up REVIEW in your Accounting Firm...

Jason On Firms Podcast ·

2026/04/07

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🚀 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.comIn this episode, I break down why review is still the biggest bottleneck in most accounting firms and how to actually

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65:10

713 Accounting Firms Said To Use THIS TECH [”It cost...

Jason On Firms Podcast ·

2026/04/03

🚀 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.comIn this episode, I break down real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong in that process. I

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74:42

595 A Guide To Setting Minimum Prices in your...

Jason On Firms Podcast ·

2026/03/31

🚀 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.comIn this episode, I break down how to actually set a minimum price in your firm without anchoring your entire client base to it. I share mistakes I made running my own firm, why minimums should be

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62:52

594 6 Recent Can’t Miss AI Agent Updates for...

Jason On Firms Podcast ·

2026/03/27

🚀 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.comIIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work inside accounting firms. I walk through

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58:07

593 THIS Drives Better Accounting Firm Workflow [How...

Jason On Firms Podcast ·

2026/03/25

🚀 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 share a practical framework to fix productivity in accounting firms, from planning your day and reducing distractions to structuring your team for better output. I walk

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37:35

592 His One Employee Accounting Firm Made $224k Last...

Jason On Firms Podcast ·

2026/03/19

🚀 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.comIn this episode, I sit down with Logan Graff to break down what actually happened inside his firm over the last year after he shared his annual financials publicly. We talk about why revenue went

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64:55

591 First Impressions: OpenClaw for Accounting Firms...

Jason On Firms Podcast ·

2026/03/18

🚀 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.comIn this episode, I break down why I think we’ve been focusing on the wrong AI agent and why OpenClaw might be the clearest model yet for how AI actually gets deployed inside accounting firms. I

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69:44

590 The 7 Things Your DESK Needs: An Accountant’s...

Jason On Firms Podcast ·

2026/03/10

🚀 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.comIn this episode, I share my thoughts on building a better desk setup for accountants and why small changes to your workspace can have a big impact on productivity. Then I break down a $2.1M

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58:57

589 Coaching 14 Accounting Firms in 59 Minutes! [AI,...

Jason On Firms Podcast ·

2026/03/06

🚀 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.comIn this episode, I share a supercut of Q&A from two live events we hosted in San Francisco and Los Angeles with accounting firm owners. We dig into real questions from the room covering

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79:53

588 The 11 Biggest Risks of Using AI Agents [And how...

Jason On Firms Podcast ·

2026/03/05

🚀 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.comIn this episode, I break down what AI agents actually mean for accounting firms today and the real security risks behind the hype, including the risks highlighted by Palo Alto Networks and why

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61:54

587 The Best Accounting Firm Workflows for DEADLINES...

Jason On Firms Podcast ·

2026/03/02

🚀 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.comIn this episode, I break down how accounting firms can better manage busy season bottlenecks and client expectations during peak work periods. I walk through how bookkeeping and tax firms

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84:05

586 First Impressions: Claude Cowork for Accounting...

Jason On Firms Podcast ·

2026/02/26

🚀 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.comIn this episode, I break down what AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and tax experiments that changed

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69:35

585 The Magic 3:1 Ratio in Accounting Firms

Jason On Firms Podcast ·

2026/02/23

🚀 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 contract, centered on tightening your client revenue band, narrowing your services so they are

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52:14

584 Coaching 16 Accounting Firms on PRICING In 52...

Jason On Firms Podcast ·

2026/02/20

🚀 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.comIn this episode, I share the best questions I got during my live events in DC and Seattle. explain how I approach 3-tier proposals by customizing scope for each client and structuring tiers

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39:33

583 He Sold His Accounting Firm To His Son (And It...

Jason On Firms Podcast ·

2026/02/19

🚀 Make the ultimate investment in your accounting firm by joining my alliance of +700 firm owners: https://www.jasononfirms.com/apps 🧰 Swipe my FREE app recommendations for accounting firms: https://rlz.io/ ☎️ Leave me a voicemail at (1)516-980-4968! 📧 Email me! jason@jasononfirms.comMy 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 shaping the future of small-firm

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69:23

582 10 Accounting Firm HIRING Traps

Jason On Firms Podcast ·

2026/02/18

🚀 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.comIn this episode, I break down the 10 biggest hiring mistakes I made running an accounting firm, including how my thinking changed around trial days, offshore hiring, admin roles, delegation

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66:34

581 Computer Monitors - An Accountant’s Guide

Jason On Firms Podcast ·

2026/02/16

🚀 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.comIn this episode, I break down why your monitor is probably the most important piece of tech in your accounting firm, and I walk through the 10 biggest factors that actually matter when buying one

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44:43

580 Should Accountants Buy All-In-One Software?

Jason On Firms Podcast ·

2026/02/13

🚀 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!In this episode, I sit down with the co-founder of Financial Cents to unpack the real tension behind “all-in-one vs best-of-breed” in accounting firm tech. We talk through what a practice management system should actually own, why

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599 results

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