Jason On Firms Podcast

Jason Staats

Accounting Firms

Accounting

Artificial Intelligence

Bookkeeping

Chatgpt

Tax Preparation

AI In Accounting

Practice Management Systems

Delegation

Client Management

Time Management

Client Acquisition

Client Relationships

Client Engagement

Accounting Technology

Client Communication

Networking

Accounting Industry

Intuit

Accounting Software

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

161 ratings

Publishes	Twice weekly	Episodes	633	Founded	3 years ago
Number of Listeners		Categories	EntrepreneurshipBusinessManagement

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Latest Episodes

633 8 Brutal PRICING Truths for Accounting Firms [Let me fix your pricing!]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

☎️ Leave me a voicemail a... more

Yesterday • 1 hr 1 min

632 How Every Accounting Firm Changes After 6 Employees [You must plan for this!]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

☎️ Leave me a voicemail a... more

7 Aug 2026 • 49 min • Popular

631 The Psychology Of Building A Successful Accounting Firm [What today’s most successful accountants do different]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

☎️ Leave me a voicemail a... more

4 Aug 2026 • 57 min • Most popular

630 The Workflow Secret Driving Profitable Accounting Firms [What the best firms are doing today]

🚀 Get smarter faster by learning with other firm owners: www.rlz.io/

📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: www.jasononfirms.com/newsletter

☎️ Leave me a voicemail a... more

31 Jul 2026 • 55 min • Popular

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Similar Podcasts

People also subscribe to these shows.

The Accounting PodcastBlake Oliver & David Leary

Future Firm Accounting PodcastRyan Lazanis

Business Strategy for CPA'sGeraldine Carter

Small Business Tax Savings PodcastMike Jesowshek, CPA

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsJetpack Workflow

Recent Guests

Logan Graff

Founder/operator of Graff Tax Co., YouTube creator documenting his firm journey

Graff Tax Co.

Episode: 592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]

Ross Libbey

Co-founder of Your Bottom Line

Your Bottom Line

Episode: 583 He Sold His Accounting Firm To His Son (And It Actually Worked)

Mike Libbey

Co-founder of Your Bottom Line and son of Ross

Your Bottom Line

Episode: 583 He Sold His Accounting Firm To His Son (And It Actually Worked)

Sharam Archonists

Co-Founder of Financial Cents, providing easy to use practice management software for accounting firms.

Financial Cents

Episode: 580 Should Accountants Buy All-In-One Software? [The all-in-one vs best-in-breed decision]

Karen Reyburn

Creative agency owner, CPA, and author of The Accountant Marketer.

PF Marketing

Episode: 574 The Best AI Apps for Accounting Firm Marketing! [You won’t believe the things you can do right now]

Katie Thomas

CPA and founder of a digital marketing agency that helps accounting firms attract clients and talent.

Episode: 568 How Smart Accounting Firms Attract Better Clients

Jordan Vickery

Co-founder of Vinyl and experienced in accounting tech

Vinyl

Episode: 561 He Built the AI That Runs Your Accounting Firm

Jacob Marley

Columnist and industry commentator

Episode: 557 2025 BOOKKEEPING Accounting Firm Tech Highlights

Danny Alberson

Founder of Agentive and former accountant

Agentive

Episode: 549 Meet The Founder Building AI for AUDITORS

Host

Jason Staats

Host of the show, guiding discussions on practical tips for running accounting firms; known for AI-focused, actionable content.

Reviews

4.8 out of 5 stars from 161 ratings

Great Content
I love listening to Jason’s perspective on running a firm. There’s so much to implement during one 55 minutes session. And so little time to implement them! The resources are endless and it gives me hope that our firm will be a high-tech fine tuned machine in the next 12 months. Jason does amazing work and relates to all levels of staff and leadership! Help yourself by letting Jason help you!!
Apple Podcasts
5
AZee KCee
United States2 months ago
A great way to expand your thinking on how to improve your firm
This is the first podcast I listen to as soon as it comes out!
Apple Podcasts
5
TimM1979
Canada3 months ago
Great podcast, but lots of ads
I love the information you’re providing Jason but please dial back the amount of ads by at least 50%. I understand you’ve got to make money but good Lord 130 minute episode having 5 to 6 ad spots is crazy. People have gotten way too greedy with the amount of ads, they’re willing to run in the middle of a free podcast episode
Apple Podcasts
3
Mrbyrd87
United States2 years ago
Love Jason’s podcasts
Jason Staats’ podcasts have exponentially helped my firm. I don’t even recognize my firm from 4 years ago. Night and day. Thank you Jason!
Apple Podcasts
5
B-renda Sue
United States2 years ago
Great content daily!
Super helpful to firm owners - both business operations and technology.
Apple Podcasts
5
Adam CPA
United States2 years ago

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Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the show for real-world, actionable guidance for growing and modernizing accounting firms.

Some feedback notes the value of consistent cadence and community resources, though a few readers desire fewer ads.

Many appreciate how AI and automation topics are woven into practical operations and pricing.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts	#162	United States/Business/Entrepreneurship
Apple Podcasts	#247	Canada/Business/Entrepreneurship
Apple Podcasts	#109	Australia/Business/Entrepreneurship
Apple Podcasts	#198	New Zealand/Business/Entrepreneurship
Apple Podcasts	#238	Singapore/Business/Entrepreneurship

Talking Points

Recent interactions between the hosts and their guests.

632 How Every Accounting Firm Changes After 6 Employees [You must plan for this!]

Q: Can Claude automatically send email responses, or does it only draft?

Claude can draft emails and, with specific connectors or custom setups like Google Apps Script, can be configured to trigger sending in certain cases, though it may require careful guardrails and IT workarounds to avoid unintended actions.

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

Q: What are the three coolest AI use cases for firms mentioned in this episode?

Creating client proposals from transcripts, tax return summaries for client understanding, and building an importable trial balance tool that feeds into tax software were highlighted as three highly impactful, practical uses for accounting firms.

624 The Faster Client Onboarding Method [Where most firms waste time]

Q: First up, regarding pricing. An expensive consultant, a few of them, have said, if prospective client close rate is more than 30%, then my pricing is too low. Does that sound right?

The host says yes, but clarifies it depends on many factors; generally, a 30% close rate suggests pricing or qualification could be improved, and you should filter out less ideal leads rather than simply lowering price.

598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]

Q: Does AI change your calculus for when to start a firm versus when to work for someone else?

AI changes the calculus but does not erase the value of experience; there are arguments both for starting earlier to leverage advisory skills and for waiting to build deep technical expertise first. The balance depends on how you plan to combine leadership, connections, and AI-enabled delivery.

594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]

Q: In regards to Claude Cowork, will Google do it better?

Google's models are improving, but the ecosystem is fragmented and not as cohesive or useful yet as Claude Cowork; Microsoft is also behind. The advised approach is to use the best tool available now and not wait for a potentially better but uncertain future from Google or Microsoft.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Jason On Firms Podcast

What is Jason On Firms Podcast about and what kind of topics does it cover?

The show centers on practical, battle-tested guidance for running profitable, calmer accounting firms, with a strong emphasis on AI-enabled workflows, pricing strategies, and niche positioning. Episodes explore selecting and implementing practice management software, adopting AI at scale, and building sustainable firm operations—from leadership and change management to client relationships and service design. Notable angles include the tension between vendor demos and real-world adoption, the role of incentives and culture in AI projects, and the importance of humane client engagement even as automation handles routine tasks. The format often blends concrete how-tos, real-world anecdotes, sponsor integrations, and live-event learnings, maki... more

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How many listeners does Jason On Firms Podcast get?

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Which podcasts are similar to Jason On Firms Podcast?

These podcasts share a similar audience with Jason On Firms Podcast:

1. The Accounting Podcast
2. Future Firm Accounting Podcast
3. Business Strategy for CPA's
4. Small Business Tax Savings Podcast
5. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

How many episodes of Jason On Firms Podcast are there?

Jason On Firms Podcast launched 3 years ago and published 633 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Jason On Firms Podcast?

Recent guests on Jason On Firms Podcast include:

1. Logan Graff
2. Ross Libbey
3. Mike Libbey
4. Sharam Archonists
5. Karen Reyburn
6. Katie Thomas
7. Jordan Vickery
8. Jacob Marley

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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