 |
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...
606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]
Episode 606
Friday, 8 May, 2026
🚀 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 unpack whether AI is a real reason to sell your accounting firm right now. I walk through both sides: why AI creates more risk than ever, but also why accountants may become more valuable as human advisors and integrators. Then I break down how accounting firm websites should shift from faceless service pages to founder-led expertise, especially for niche advisory firms. In the mailbag, I cover AI for cash flow and budgeting, practice management mistakes, accounting firm margins, career moves, CFO services, and tax workflow tools.🎤 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💰 Today's SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesMissive: https://missiveapp.com/jason// Chapters:00:00 - Should you sell before AI changes accounting?01:31 - AI risk + firm value03:00 - Are you selling what AI replaces?06:44 - The case for selling now07:28 - Accountants as human integrators10:59 - The real asset is you16:39 - Founder-led accounting websites27:48 - Mailbag28:07 - AI for cash flow and budgets32:04 - No practice management software37:56 - Accounting firm margins explained39:55 - Career path into a better firm44:30 - CFO advisory vs bookkeeping46:29 - Tax workflow tools🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
