🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

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

In this episode, I sit down with Karen Reyburn to break down how accounting firms should actually be using AI for marketing. We walk through a practical framework that starts with research, then extraction, ideation, and finally writing, and why most firms get this backwards. Karen shares the AI tools her agency uses every day, how to research niches without overcommitting, and why AI should do the heavy lifting while humans stay responsible for voice, taste, and trust.

💰 Today's Sponsors
Mercury: https://mercury.com/jasononfirms
Soraban: https://www.soraban.com/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
MakersHub: https://makershub.ai/
Missive: missiveapp.com/jason
Verito: https://verito.com/

*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®. To receive cash back, your Mercury accounts must be open and in good standing, meaning they cannot be suspended, restricted, past due, or otherwise in default.

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/@jasoncpa

575 Accounting Firm Referrals: The Complete Guide

Jason On Firms Podcast