Jason On Firms Podcast

🚀 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 wit...

🚀 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 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...

🚀 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/appsIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast...

🚀 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🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates ac...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C575T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A575T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I sit down with Jonathan Stark to talk about why email is still the most powerful channel for building trust, authority, and better clients. We dig into how writing a short daily email helps crystallize your thinking, sharpen your positioning, and attract the right people over time, even if you do not feel ready yet. Jonat...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C574T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A574T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal a...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C573T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A573T🔥 Complete this form for a chance to have your firm anonymously roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I cover three desk upgrades that dramatically improve focus, health, and productivity for accountants, then roast a real solo firm doing $100K a year to show how better clients, smarter pricing, and focused visibility can unlock growth without hiring. We dig in...

🚀 Make the ultimate investment in your accounting firm by joining my alliance of nearly 700 firm owners: https://jasononline.link/CKatie🧰 Swipe my FREE app recommendations for accounting firms: https://jasononline.link/AKatieMy name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 700 firm private community that’s shaping the future of small-firm ownership for the better.📌 Check out Katie's company! https://leaders-online.com/In this episode, I sit down with accounting firm marketing guru Katie Thomas to...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C572T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A572T🔥 Want me to Roast your Firm? Fill in the intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agIn this episode, I coach a real accounting firm that’s hit capacity and doesn’t need more work, just better work. We walk through why capacity problems are usually pricing and positioning problems, not tech or hiring problems, and how to start becoming sele...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C571T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A571T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share the best real-world proposal questions I got during my live events in Portland and Nashville, and break down how to handle renewals, ghosting clients, multi-entity messes, and tier confusion. I explain when to claw back scope, when to make a premium tier even more premium, and how to pre-communicate proposals so clients actually r...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C570T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A570T☎️ Leave me a voicemail at (1)516-980-4968!📩 My newsletter! https://jasononline.link/N570TIn this episode, I show you how to describe your firm by saying who you help and how you make them more money. I share a bunch of real examples, explain why leading with “we do bookkeeping and taxes” turns you into a commodity, and walk through how messaging helps y...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C569T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N569T☎️ Leave me a voicemail at (1)516-980-4968!📚 Here’s that service library resource: https://jasononline.link/SL569TIn this episode, I break down what “workflow” really means for accounting firms going into 2026 and why it’s so hard to pin down. I cover two practical ways to improve workflow right now by standardizing how work is tracked and using better tools, then zoom out...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C568T📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/N568T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I break down how to stop 1099 season from wrecking your busy season. I walk through the systems and expectations that matter more than the tech, why “same as last year” is the real enemy, and how to force a clear yes or no from clients every single year. I also share the three-tier 109...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C567T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A567T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I share three simple thought experiments to help you reset how you think about 2026. We talk about the obvious moves you’ve been avoiding, what it looks like to get back into work that actually energizes you, and why most of the “scary” decisions firm owners face are far less risky than they feel.🗣️ Continue...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301 ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valua...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbox chaos. We talk about spotting work that should be handed off, building trust with your team, bringing admins and VAs into client communication, and using the inbox as a signal for what still hasn’t been delegat...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big way. We cover the pressure hitting QBO and Xero, how month-end close automation is changing where work actually happens, and which new ledger tools are starting to break through.💰 Today's SponsorsMakersHub...

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I cover where tax workflow tools are becoming table stakes, why all-in-one platforms are still falling behind, what’s likely to change around review, research, and entity work, and where legacy vendors may finally be forced to...

🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year. We talk through where tools really improved, where expectations fell flat, and how workflows around month-end close, practice management, and ledgers are evolving. I also share what surprised me most, why specialization is winning, and what these shifts tell us as we h...

Transistor🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T☎️ Leave me a voicemail at (1)516-980-4968!In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms. We talk through where tax intake, delivery, workflow tools, and AI really moved forward, where things stalled, and why point solutions are still beating all-in-one platforms. I also share what surprised me most this year and w...