🚀 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 exclusive data from more some of the most progressive accounting firms to reveal which tech stacks firms actually use at every stage of growth. I also roast a listener’s proposed tech stack, share practical AI and marketing recommendations, answer questions about KPIs, niching, Google Business Profiles, accounting careers in the AI era, and explain how I create content for YouTube.

🔥 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
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
Financial Cents: Book a demo https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats
Soraban: https://www.soraban.com/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes

// Chapters:
00:00 - Biggest Tech Stack Survey Yet
01:01 - Practice Management by Firm Size
06:05 - Most-Loved Accounting Apps
08:49 - Marketing That Actually Works
11:20 - Delegate Your Inbox Smarter
13:13 - AI’s Hidden Data Advantage
16:15 - 🔥 Roast My Tech Stack
18:53 - Workflow vs Practice Management
20:47 - Bookkeeping or Tax First?
22:35 - AI Accounting Stack Picks
24:05 - Build a Smarter Tech Stack
30:53 - AI Video Editing with Claude
34:13 - 📬 Mailbag
34:34 - Best KPIs for Firm Owners
38:34 - Finding the Right Niche
43:08 - Do You Need Google Reviews?
45:04 - Growing Beyond $750K
48:36 - AI Skills for New Accountants
51:00 - Behind My YouTube Workflow
53:14 - Realize Community

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

629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms]

Jason On Firms Podcast

629 This Data Shows The TECH Accounting Firms Are Using [New data from the world’s most advanced accounting firms]