🚀 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 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 share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

📌 If you’ve never used my PM recommendation tool: https://www.jasononfirms.com/pmrec
💿 Grab my IRS hold music here: https://drive.google.com/drive/folders/1oyQ8y9-3WkGk3FggMQiADvVO1aY40P4S?usp=drive_link

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
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.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates

// Chapters:
00:00 - Choosing practice management the wrong way
02:30 - What data from 700+ firms actually shows
06:30 - How to evaluate and pick the right tool
09:00 - Why implementation matters more than the software
11:30 - Where general tools break for accounting firms
14:30 - Community and peer insights vs vendor messaging
20:30 - AI and the future of compliance work
28:30 - How AI changes the role of accountants
40:30 - How to choose a niche that actually works
44:30 - Outgrowing your clients as your firm scales
48:30 - Side hustle vs committing to a 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://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 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 internal not external, and how focusing on higher value clients drives better margins and growth. I also walk through recent updates to my app recommendations and answer questions on AI, niching, and building a better firm.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag

📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
📌 Check out our practice management system recommendations here: https://www.jasononfirms.com/pm-rec-1

💰 Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
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.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates

🖥️ All apps I mentioned in the episode:
1. Delphi AI - https://www.delphi.ai/
2. Claude Cowork - https://claude.com/product/cowork
3. OpenClaw - https://openclaw.ai/
4. Double (formerly Keeper) - https://doublehq.com/
5. AutoAccru - https://www.autoaccru.com/
6. ScopeKeeper - https://scopekeeper.com/
7. TaxDome - https://taxdome.com/
8. Socket - https://www.usesocket.com/
9. Translucent - https://www.translucent.io/
10. Filed - https://www.filed.com/
11. Luminary - https://www.withluminary.com/
11. Karbon - https://karbonhq.com/
11. Canopy - https://www.getcanopy.com/
11. Financial Cents - https://financial-cents.com/
11. Truss - https://gettruss.io/
11. Hazel - https://hazel.ai/
12. BlueJ - https://www.bluej.com/
13. Marble - https://marble.ai/
14. TaxFigure - https://taxfigure.com/
15. Accrual - https://accrual.com/
16. SegStream - https://www.segstream.com/

// Chapters:
00:00 - Minimum pricing and common mistakes
02:00 - My firm background and pricing challenges
06:00 - Price increases and why clients don’t leave
11:00 - Why minimum pricing backfires
14:00 - Identity, growth, and saying no to clients
18:00 - Offshore hiring and leverage
23:00 - How to position pricing and A clients
27:00 - Profit math and better clients
31:00 - Why minimums should stay internal
33:00 - App recommendations and updates
41:00 - Practice management tools and selection
44:00 - New apps and AI tools overview
52:00 - Mailbag and listener questions
57:00 - AI assistants for client use
01:01:00 - Niching and specialization strategy
01:06:00 - Coaching vs community vs content
01:08:00 - Local AI vs cloud AI
01:11:00 - Future of accounting ledgers

🗣️ 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://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

IIn 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 what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios.

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
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.
Verito: https://verito.com/
TeamUp: https://www.hireteamup.com/jason

// Chapters:
00:00 - Intro and AI agent overview
02:00 - What AI agents can do today and security risks
10:50 - Claude Cowork vs ChatGPT
17:00 - Real AI use cases and feature updates
22:20 - Workshop tour and event details
32:49 - Mailbag intro
37:20 - Mailbag: marketing, pricing, and firm decisions
52:10 - Mailbag: AI tools and operations

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa