👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4
📩Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Financial 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/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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

536 Fireside: Accounting Firm Trends and 2026 Tech Predictions

Jason On Firms Podcast