Jason On Firms Podcast

628 13 Ways An Admin Should Support Your Accounting Firm [Why your admin may be your most important hire]

627 How Accountants Can Build A Personal Brand in 2026 [The best thing you can do for your career (and firm)]

626 From $100/mo to $500k/yr - How To Sell Big Accounting Proposals [The story of how I outgrew commodity pricing]

625 Should Accounting Firms Build Their Own Software? [Actually.. here’s where it makes sense]

624 The Faster Client Onboarding Method [Where most firms waste time]

623 Why Claude in Slack is DANGEROUS To Accounting Firms [The beginning of a troubling AI era]

The integration of Anthropic’s Claude into Slack represents a significant shift in firm management, acting as a "Trojan horse" that gains deep, contextual access to team communications and backend systems. This capability enables AI to move beyond simple task completion toward autonomous project management, particularl...

622 Accounting Firms: Watch This Before Selling Advisory [What The Industry Isn’t Saying About The Future]

621 The 9 Most Asked Questions About Accounting Firm AI [AI for accounting firms]

620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]

619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]

617 5 More AI Use Cases for Accounting Firms [Number three is incredible]

616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)

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

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

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

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

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

610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]

609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]