Jason On Firms Podcast

Jason Staats

Accounting Firms

Accounting

Artificial Intelligence

Bookkeeping

Practice Management Systems

Chatgpt

Client Management

AI In Accounting

Tax Preparation

Delegation

Client Acquisition

Time Management

Client Engagement

Client Relationships

Accounting Industry

Accounting Technology

Networking

Production Pay

Client Communication

Automation

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

148 ratings

Publishes	Daily	Episodes	615	Founded	3 years ago
Number of Listeners		Categories	BusinessManagementEntrepreneurship

Listen to this Podcast

Guests Host Reviews Charts Talking Points

Latest Episodes

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

🚀 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

9 Jun 2026 • 59 min

614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

🚀 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

5 Jun 2026 • 1 hr 8 min

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

🚀 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

2 Jun 2026 • 1 hr 4 min

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

🚀 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

29 May 2026 • 34 min

Key Facts

Accepts Sponsors

Contact Information

Podcast Host

Number of Listeners

Find out how many people listen to this podcast per episode and each month.

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

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

Small Business Tax Savings PodcastMike Jesowshek, CPA

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 148 ratings

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
Canadaa month 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
Required Listening for All Public Accounting Pros
Sincerest Congratulations on 300 episodes. The public accounting firm owners have long needed a voice and you have been the perfect one to be that person. Always informative, thought provoking and humorous. The thing I listen to on my commute to work every morning
You’re honestly a pretty big deal, my friend. I love all of the success you’re having in this uncharted area
Apple Podcasts
5
Don Cooley CPA
United States2 years ago

Embed These Reviews on a Website

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	#142	United States/Business/Entrepreneurship
Apple Podcasts	#209	Canada/Business/Entrepreneurship
Apple Podcasts	#106	Australia/Business/Entrepreneurship
Apple Podcasts	#20	South Korea/Business/Entrepreneurship
Apple Podcasts	#74	Hong Kong/Business/Entrepreneurship
Apple Podcasts	#97	New Zealand/Business/Entrepreneurship

Talking Points

Recent interactions between the hosts and their guests.

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

Q: Will AI lead to a mandated niche or specialization, or does it increase risk if you niching too narrowly?

AI increases the importance of specialization, but niching down remains valuable because it enables deeper expertise, stronger networks within a niche, and a competitive edge that AI alone cannot replace; the risk of staying generalist rises as AI grows more capable across tasks.

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

Q: Do you see a world where there is a premium placed on human tax preparation or bookkeeping versus AI?

Yes, a premium will persist for the human element, particularly for nuanced, advisory interactions; however, productized AI-driven solutions will continue to mature and attract higher pricing, pushing firms to differentiate by the depth of human insight and client relations rather than just the automation itself.

604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]

Q: How can Claude Cowork improve my personal and firm-wide dashboard?

By connecting email, calendar, PM data, and client data into Live Artifacts, you create a comprehensive, up-to-date view of tasks, priorities, and financials, which helps triage and decide what to work on first.

601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]

Q: Jason, do you still recommend Assembly, formerly CoPilot, for a client portal?

Assembly remains a valuable, albeit defying-categorization tool that can function as a flexible client portal; however, it may not fit neatly into traditional app recommendation spreadsheets, so consider its unique strengths and how it complements other tools in your stack.

601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]

Q: First up, thoughts on OpenAI's new Claude Cowork competitor.

Claude Cowork is gaining a clear lead in enterprise-grade AI for accounting, with Claude consistently outperforming OpenAI's offerings in this space. While Codex/macOS integrations show innovation, the practical edge currently goes to Claude for reliability and breadth in enterprise settings.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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

Where can I find podcast stats for Jason On Firms Podcast?

Rephonic provides a wide range of podcast stats for Jason On Firms Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Jason On Firms Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Jason On Firms Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Jason On Firms Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Jason On Firms Podcast?

Rephonic provides comprehensive predictive audience data for Jason On Firms Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Jason On Firms Podcast have?

To see how many followers or subscribers Jason On Firms Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
5. Small Business Tax Savings Podcast

How many episodes of Jason On Firms Podcast are there?

Jason On Firms Podcast launched 3 years ago and published 615 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Jason On Firms Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Jason On Firms Podcast?

Rephonic pulls ratings and reviews for Jason On Firms Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Jason On Firms Podcast?

Rephonic provides full transcripts for episodes of Jason On Firms Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.

Try it free for 7 days