 |
Jason On Firms PodcastI'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms. Author: Jason Staats
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms Language: en Genres: Business, Entrepreneurship, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
Episode 598
Friday, 10 April, 2026
🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🚀 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.comIn this episode, I break down how accounting firms should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software “agent-ready,” and how AI may or may not change when you should start your own firm.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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☎️ VOIP Phone Options:Dialpad https://www.dialpad.com/Quo https://www.quo.com/Allo https://www.withallo.com/Nextiva https://nextiva.com/Ooma https://www.ooma.com/💰 Today's SponsorsTeamUp: https://www.hireteamup.com/jasonMakershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Soraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoCloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates// Chapters:00:00 - Why communication breaks firms03:20 - Who should talk to clients07:30 - Designing a scalable communication system16:00 - Why accessibility is the real problem20:30 - What happens when AI replaces your CPA25:00 - AI agents vs assistants30:40 - Why APIs matter more than tools37:20 - Sponsor break41:20 - Where current systems fail46:30 - Where AI is actually going49:40 - Closing thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
