👋 Want to learn from other firm leaders in person? Join me at one of my upcoming sessions and save your spot: https://jasononline.link/LE546T
🚀 Surround yourself with firm owners who are leveling up right now. Join my community of more than 600 accounting pros: https://jasononline.link/C546T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I sit down in Toronto to talk through what AI is actually changing for firms right now. I share why it’s better to learn from peers than from vendor demos, how both juniors and seniors can win with AI, and what AI will and won’t replace over the next few years. I also dig into why the firms leaning in today are going to be the ones everyone else is trying to catch in 2026.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
TeamUp: http://hireteamup.com/jason
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
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!
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LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
👋 Want to connect with firm leaders in person? Join me at one of my upcoming events and lock in your spot: https://jasononline.link/LE549T
🚀 Build a better firm with people who share what actually works. Join 600+ firm owners inside my private community: https://jasononline.link/C549T
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down how firm owners can use community, referrals, and high-context relationships to rebuild their client lists faster. You’ll learn why specializing attracts better referrals, how to communicate what you want to work on next, and how live events create the collaborations that help you upgrade your client mix.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
👋 Want to learn from other firm owners in person? Join me at an upcoming event: https://jasononline.link/LE10C
📩 Get weekly firm growth tips and the latest AI tools for accountants delivered straight to your inbox: https://jasononline.link/N10CSP
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I walk through the 10 commandments of running a successful accounting firm. I share what I've learned from working with thousands of firm owners, including how to handle clients, let go of the ones holding you back, and focus on profit instead of constant growth. I also talk about hiring smarter, building a self-sufficient team, and becoming more visible in your niche. Most of all, it's about creating a firm that is profitable, sustainable, and fun to run.
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YouTube https://www.youtube.com/@jasoncp
👋 Come join me in person as I host live sessions for firm leaders who want to level up together. Grab your seat: https://jason.link/g73
🚀 Get around peers who are growing just like you. Join my private community of more than 600 firm owners: https://jason.link/c9j
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down what GPT 5.1 means for accounting firms and why these small model jumps matter. You will learn how better instruction following improves AI review tools, why AI first apps are pulling ahead of older platforms, and how to build simple habits that make your team better with AI.
💰 Today's Sponsors MakersHub: https://makershub.ai/
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/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
👋 I’ll be hosting live firm events around the country this fall. See where I’m headed: https://jason.link/32s
💡 Learn what’s working right now from 600+ firm owners inside the private community: https://jason.link/qr7
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I talk with Dan Luthi about what real advisory work looks like inside an accounting firm. You’ll see how he prices $1K monthly calls, turns client questions into paid work, and builds strong margins without burning out the team. We also cover why most firms get stuck trying to scale advisory, how offshore teams free up capacity, and the difference between being helpful and actually getting paid for it.
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X https://twitter.com/jasononfirms
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YouTube https://www.youtube.com/@jasoncp
👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/vgm
🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/o00
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I answer rapid-fire questions from firm owners on marketing, tech stacks, and proposals. You’ll learn why referrals alone hold you back, how to pick workflow tools that actually save time, and how to build tiered proposals that double profitability. I also share how niche positioning and small tweaks to pricing can turn a busy firm into a more profitable one.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
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: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
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
👋 I’m hitting the road to host live events for firm owners ready to connect, learn, and share what’s working. Reserve your seat: https://jason.link/1v6
🚀 Grow faster alongside your peers. Join my private community of 600+ firm owners building better tax and bookkeeping practices: https://jason.link/ccw
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I break down the five biggest traps that keep firm owners stuck doing the same work year after year. You’ll learn how to delegate effectively, build owners for every client, tool, and process, and stop being the bottleneck in your own business. I also share how to scale beyond yourself, lead by example, and build a team that grows as fast as you do.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
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/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
👋 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
👀Looking to connect with other firm leaders in person? I’ll be hosting events in cities across the country. Save your spot here! jason.link/s87
📌 Join my newsletter for weekly insights, tools, and AI updates made for accounting pros: jason.link/jav
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. You’ll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team.
💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
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
👋 Let’s keep the conversation going, this time in person. Find an event near you: https://jason.link/kkh
🤝 Join Chad Davis and 500+ firm owners inside my online community, where you can get access to Chad’s monthly AI & automation class along with live sessions, resources, and a network built to help your firm grow.: https://jason.link/x0a
👉 Check out Chad Davis and his community, Automation Town, for real, no-fluff AI that accounting firms can actually use: https://automationtown.io/
Chad Davis is the co-founder of LiveCA and one of the sharpest AI minds in accounting. He runs Automation Town and leads monthly AI roundups inside Realize, helping firm leaders cut through the noise and focus on what’s actually working right now.
In this episode, I talk with Chad Davis about the AI tools that actually work for accounting firms right now. We cover dictation apps, agent builders, and proposal automation using Google tools and the Anchor API. You’ll learn which tools to trust, which to skip, and how to spend smarter on AI in your firm.
📎 Grab my full set of 30 AI meeting prompts here: https://jason.link/uc3
☎️ Leave me a voicemail at (1)516-980-4968!
✅ Chad’s Recommended Tools
Voice Inc — https://tryvoiceink.com/
Stanford Tax — https://stanfordtax.com/
Zapier Agents — https://zapier.com/agents
Lindy (Build / Agents) — https://www.lindy.ai/
Artifact (Omniworkflows) — https://www.getartifact.com/
Anchor (Proposals API) — https://www.sayanchor.com
👀 Promising Fishbowl AI — https://www.fishbowlinventory.com/
⚠️ Use With Caution Right Now OpenAI Atlas Browser — https://openai.com/index/introducing-chatgpt-atlas/
💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Sense and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Sense 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/@jasonc
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/5hc
👋 Join me at one of my upcoming events: jason.link/908
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Stanford Tax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/607
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/gcu
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Keeper: https://keeper.app
StanfordTax: https://stanfordtax.com/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
💼 My practice management system recommend…er: jason.link/00v
📖 My service library resources: jason.link/9k9
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/low
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/cno
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Client Hub: http://clienthub.app/
Keeper: https://keeper.app
StanfordTax: https://stanfordtax.com/
Cloud Accountant Staffing: http://www.cloudaccountantstaffing.com/lp/staats
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasonc
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vf2
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/qfd
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/vxd
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/5bk
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
TeamUp: http://hireteamup.com/jason
Client Hub: http://clienthub.app/
Stanford Tax: https://stanfordtax.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp
Hungry for that transformational in-person connection?
👋 Join me at one of my upcoming events: jason.link/yi3
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/uo4
☎️ Leave me a voicemail at (1)516-980-4968!
💰 Today's Sponsors
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
🚨 Take a look at the accounting-specific meeting notetakers I mentioned:
Vinyl: https://www.usevinyl.com/
Ping: https://pingassistant.com/
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/n49
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/woe
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Keeper: https://keeper.app/
ClientHub: https://www.clienthub.app/
🗣️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/3zr
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/qck
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/x3y
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/3kk
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/jrq
💰 Today's Sponsors
Cloud Accountant Staffing: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: jason.link/h4z
Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: jason.link/25d
📌 Join my newsletter to get must-read weekly AI updates for accounting firms: jason.link/kmj
💰 Today's Sponsors
ClientHub: https://www.clienthub.app/
TeamUp: http://hireteamup.com/jason
Canopy: https://www.getcanopy.com/
MakersHub: https://makershub.ai/
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa