Accounting Firm Coach: Office Hours – Détails, épisodes et analyse

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Accounting Firm Coach: Office Hours

Jason Staats

Business & Entrepreneuriat

Fréquence : 1 épisode/2j. Total Éps: 653

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms

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Données mises à jour le 22/10/2026

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https://www.hireteamup.com/
225 partages
https://www.cloudaccountantstaffing.com/
164 partages
https://www.clienthub.app/
142 partages

https://www.youtube.com/@jasoncpa
632 partages
https://mercury.com/for/accountants?utm_source=youtube&amp
29 partages
https://www.youtube.com/channel/UC_Z0mb0RshEg6Nu0PkebBPA
22 partages

https://twitter.com/JStaatsCPA
493 partages
https://twitter.com/jasononfirms
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653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027]

Épisode 653

mardi 20 octobre 2026 • Durée 55:29

📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/

Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down the three biggest priorities accounting firm owners need to tackle before year-end, including tech transitions, hiring, client renewals, and getting ahead of January production. Then, in 🏹 Firm Hunters, we look at a $1.4 million accounting firm with an unbelievable 87% of revenue going to the owner. I also introduce a new segment called 👿 Mean Bag to tackle whether AI is about to get dramatically more expensive, rethink the all-in-one versus best-of-breed software debate in 🤓 Nerd Corner, and answer 📬 Mailbag questions about accounting ledgers, getting clients to sign proposals, AI agents, and keeping client data secure.

// Chapters:
01:32 - Do This By November 1
11:06 - Do This By December 1
20:44 - Do This By January 1
22:49 - This $1.4M/yr Firm Is Running An 87% Margin!?
28:38 - Is AI About To Get Expensive?
34:03 - Is All-in-One A Mirage?
42:38 - Double vs New AI Ledgers
45:38 - Simplify That Proposal!
47:28 - Create An AI Agent User?
49:12 - Claude MAX Plan Made Secure?
52:07 - Lester Returns

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

📌 Here’s that $1.4M/yr firm https://privatepracticetransitions.com/business-listing/1265-established-cas-practice-with-strong-growth/

💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
Gusto: https://gusto.com/
Kick: https://www.kick.co/
Stanford Tax: https://stanfordtax.com/
Realize: https://www.rlz.io/
Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/

🗣️ Continue the discussion on social!
X https://x.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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652 These Industries Are BEGGING For Better Accounting Firms [The greatest opportunities in the accounting profession today]

Épisode 652

vendredi 16 octobre 2026 • Durée 53:49

📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/

Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I explore how to build a niche accounting firm by tapping into industry-specific communities and partnerships. In 🤓 Nerd Corner, I cover eight major tech updates from Canopy, Financial Cents, Digits, Karbon, Gusto, Double, Kik, and RightTool. Then, in the 📬 Mailbag, I tackle delegating more work to admins, construction accounting software, Microsoft Copilot, tax workflow tools, lead tracking, and building a remote accounting firm.

// Chapters:
00:00 - These Industries Need YOU
15:14 - 8 Tech Updates
29:19 - Push This Work to Admins
33:44 - Construction Accounting Software?
36:09 - Microsoft AI Use-Cases
37:59 - Don’t Buy This Tax Workflow Software
42:54 - Lead Tracking App
44:53 - Transitioning A Firm To Remote Work
51:31 - We Love Them

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
TaxBandits: https://www.taxbandits.com/
Stanford Tax: https://stanfordtax.com/
MakersHub: https://makershub.com/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Realize: https://www.rlz.io/

🗣️ Continue the discussion on social!
X https://x.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]

Épisode 651

mardi 13 octobre 2026 • Durée 59:11

📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/

Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down two surprisingly profitable accounting firms for sale, including one generating over $1.6 million with just two people, and explain why outsourcing and offshoring can create very different business models. In 💾 You Need This Tech, I share a $400 artificial skylight designed to bring natural-looking light into your office. Then, in 🤓 Nerd Corner, I challenge some of the guidance around AI and taxpayer data presented at an IRS National Tax Forum session. Finally, I answer 📬 Mailbag questions about Double as a practice management tool, seller financing when buying a firm, AI for nonprofit accounting, software security, Grok, and why heavily funded tax AI startups aren’t on my app recommendations list.

📌 The skylight https://www.amazon.com/PHILIPS-Skylight-Ceiling-NatureConnect-inches/dp/B0HDTPRNSD?sr=8-1
💲 The tax firm that’s for sale https://privatepracticetransitions.com/business-listing/1262-established-virtual-tax-practice/
🧾 And the CAS firm that sold https://poegroupadvisors.com/practice/cp2024/

// Chapters:
00:00 - A 2-Person $1.6M Firm
11:32 - A 60% Margin CAS Firm
21:52 - You Need This Tech
26:05 - Bad AI Advice From The IRS
36:56 - Double As A PM?
40:04 - Up-Front Cash?
44:16 - AI For Fund Accounting
47:35 - How To Know if an App Is Secure?
49:21 - Firms Using Grok!?
52:53 - BlackOre Basis and Accrual

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

💰 Today's SponsorsCanopy: https://www.getcanopy.com/jasonGusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes

650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?]

Épisode 650

vendredi 9 octobre 2026 • Durée 56:02

📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/

Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down a new AI accounting study suggesting that leading models can outperform human accountants, and explain what that actually means for our firms. I share why public booking links are a bad idea, explore Claude’s faster AI models and new ChatGPT features, and explain why AI won’t fix bad business decisions. Then I highlight accountants available for hire and answer questions about selling a firm to private equity, why I dropped Xero from my recommendations, and whether standalone receipt management software still makes sense.

📌 Here’s that AI vs accountants study https://www.mercor.com/blog/human-baselines-for-benchmarks-ai-now-outperforms-junior-accountants/

// Chapters:
00:00 - The End Is Near
13:45 - Bad Booking Links
17:35 - This AI Model is FAST
24:20 - Hormozi Pops The Balloon
26:20 - ChatGPT Updates
31:45 - Accountants For Hire
34:25 - Sell His Firm to PE?
42:45 - I Dropped Xero
47:55 - New Receipt Tech?

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
Gusto: https://gusto.com/
Kick: https://www.kick.co/
Stanford Tax: https://stanfordtax.com/
MakersHub: https://makershub.com/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes

🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving]

Épisode 649

mardi 6 octobre 2026 • Durée 01:00:41

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter
📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/

Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down whether you can build a bookkeeping firm without QuickBooks or Xero, and why specializing around a painful industry-specific accounting system may be a much bigger opportunity than simply choosing a newer ledger. I also look at Meta’s upcoming VR glasses, debate separating technical production from client relationship management, dissect a supposedly self-sufficient $1.2 million accounting firm for sale, empty out September’s Swear Jar, and answer Mailbag questions about sponsorships, advisory positioning, buying versus building a firm, AI-powered email management, and tax research tools.

📌 Here’s that firm we talked about https://poegroupadvisors.com/practice/va2036/

// Chapters:
01:54 - Building a Bookkeeping Firm Without QuickBooks or Xero
11:20 - The Industry Ledger Opportunity
17:05 - Meta VR Glasses: Goodbye, Monitors?
23:25 - Technical Hire or Relationship Manager?
26:49 - Planning for When Someone Leaves
31:58 - A CPA Firm Run in 30 Owner Hours a Year
33:46 - What You're Really Buying
38:05 - The September Swear Jar
42:41 - How Sponsors Work at Accounting Firm Coach
45:01 - What's Wrong With the Word "Advisor"
48:07 - Buy a Firm or Grow Organically?
50:55 - Admin vs AI for Email Management
57:00 - CoCounsel vs. Claude, ChatGPT or Blue J

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
Gusto: https://gusto.com/Kick: https://www.kick.co/Stanford Tax: https://stanfordtax.com/MakersHub: https://makershub.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes

648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]

Épisode 648

vendredi 2 octobre 2026 • Durée 55:58

Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down how I’d approach a potential $540,000 client opportunity without simply discounting services, share a three-step system for eliminating reactive client status check-ins, and look at the latest AI models from Claude and ChatGPT for accounting firm work. Then I hit the 📫 Mailbag to talk three-tier pricing, niche positioning, getting an overwhelmed firm back under control, connecting Claude across multiple QuickBooks clients, AI security, and work-paper management.

// Chapters:
00:00 - Intro
01:04 - A $540K Opportunity
11:20 - A $243M Opportunity
18:58 - A System for Client Updates
27:06 - The Worst Thing A Client Can Feel
29:16 - A New AI Model in Claude
35:16 - New Models in ChatGPT
38:43 - 3-Tier Fails
41:43 - Fully-Automated Micro Bookkeeping
44:29 - What To Do When You Don’t Know What To Do
47:23 - Connecting Claude to Multiple QuickBooks Files
50:41 - Struggling To Capitalize On AI
53:16 - Workpaper Management for Small Firms
54:54 - Closing Thoughts

📞 Leave me a voicemail at +1 (516) 980-4968!
📧 Email me! jason@jasononfirms.com

💰 Today's Sponsors
Canopy: https://www.getcanopy.com/jason
Gusto: https://gusto.com/
Kick: https://www.kick.co/
Stanford Tax: https://stanfordtax.com/
MakersHub: https://makershub.com/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes

🗣️ Continue the discussion on social!X https://x.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa

647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth]

Épisode 647

mardi 29 septembre 2026 • Durée 01:06:15

🚀 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.com

In this episode, I break down why the latest generation of AI models should force accounting firms to rethink how work actually gets done, from bookkeeping and tax prep to review, staffing, and firm structure. I explain why the biggest limitation is no longer the AI itself, but workflows that were never designed for AI, and how firms can rebuild production around more structured, reviewable systems. I also run through 10 recent accounting tech updates in 🤓 Nerd Corner, answer 📫 Mailbag questions about app recommendations, AR services, Juno, document management, Power Automate, and Claude plus Beancount, and share the upcoming rebrand from Jason On Firms to Accounting Firm Coach.

⚒️ Tools I mentioned in the podcast:
- Filed open sources their 1040 engine https://www.filed.com/blog/we-open-sourced-our-tax-engine
- Ramp launches accounts receivable https://ramp.com/blog/introducing-accounts-receivable
- Campfire forecast https://www.linkedin.com/posts/johnglasgow_campfire-is-the-first-erp-that-calls-the-activity-7507836212796227584-MPz-
- Accrual Arc https://accrual.com/arc
- Canopy + Juno integration https://juno.tax/integrations/canopy
- QuickBooks updates https://www.firmofthefuture.com/product-update/september-2026-mpu
- Double lower-cost AI model https://doublehq.com/
- Digits’ 11 new automated quality-control checks https://digits.com/blog/quality-checks/
- Financial Cents AI file routing https://financial-cents.canny.io/changelog/ai-file-routing
- RightTool right-click QBO navigation https://righttool.app/release-notes/

💰 Today's Sponsors
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card

649 I’m Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern accounting firms]

Épisode 646

vendredi 25 septembre 2026 • Durée 56:17

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down eight different types of hires accounting firm owners can make, ranking them based on how effectively they give the owner time back and reduce bottlenecks. In 🤖 You Need This Tech, I share a simple hydration tool that can help you stay focused and productive throughout the day. Then I answer 📫 Mailbag questions about securely redacting PII, the future of my live events, buying your first accounting firm, audit tech stacks, contract review work for other firms, and whether I might eventually get involved in accounting firm M&A or rollups.

💧The Autonomous Hydrate https://www.autonomous.ai/robots/hydrate

💰 Today's Sponsors
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Soraban: https://hubs.ly/Q04cNLF80
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card

// Chapters:
00:00 - Hiring Backwards
03:45 - Eight Hiring Paths
04:25 - Production Capacity
06:40 - The Growth Hire
08:00 - Specialist Expertise
09:50 - Operations Hire
14:50 - Client Experience
17:40 - Tech + Automation
20:35 - Your Future Successor
22:50 - Administrative Support
25:00 - Best Hiring Options
26:10 - 🤖 You Need This Tech
27:25 - Autonomous Hydrate
31:00 - Four Available Accountants
33:45 - 📫 Mailbag34:05 - Redacting Client PII38:15 - Future Live Events40:25 - Buying Your First Firm45:35 - Audit Tech Stacks48:05 - Contract Work for Firms50:25 - JasonOnFirms M&A?53:00 - Building a Firm Network54:30 - Could It Become a Rollup?56:00 - Closing Thoughts

645 8 Can’t Miss Accounting Firm Events Happening in 2026 [The best events to close out the year]

Épisode 645

mardi 22 septembre 2026 • Durée 50:38

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I break down the accounting conferences and industry events that are actually worth attending, including how to use client-facing events. 🐝 We talk in Niche of the Week on how to become more visible in a specific industry. I also share a simple lighting upgrade that can dramatically improve how you look on video, then answer 📫 Mailbag questions about industry-specific credentials, Mercury launching an accounting ledger, earning potential for accounting firm owners, AI-backed firm rollups, practice management platforms expanding into close automation, and whether joining a PE-backed platform really gives firm owners a meaningful seat at the table.

📄 Here’s that list of over 1,000 events https://docs.google.com/spreadsheets/d/1alr-NMmUWXUK4nC-JK-Nnr7R8Kg9BIJXSsLFqEQOU1s/edit?usp=sharing
🔦 And here’s that video light https://amarancreators.com/pages/amaran-verge-max

💰 Today's Sponsors
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Soraban: https://hubs.ly/Q04cNLF80
MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card

// Chapters:
00:00 - The Best Accounting Events
02:05 - 1,100 Upcoming Events
03:00 - Intuit Connect
03:45 - Scaling New Heights
04:45 - AICPA Conferences
05:35 - Bridging the Gap
06:25 - Reframe
07:20 - Customer Conferences
08:15 - Skip Technical Training
09:00 - State Society Events09:35 - Client Industry Events10:06 - 🐝 Niche of the Week10:15 - Why In-Person Matters11:25 - Industry User Conferences15:05 - Certification Events15:55 - Association Meetings16:35 - Trade Shows17:20 - Local Chapters17:50 - Golf Fundraisers18:30 - Member Alliances20:15 - Virtual Events20:50 - Mastermind Groups21:00 - Events to Avoid21:30 - Compliance Events22:35 - Better Video Lighting24:10 - Amaran Verge Max27:48 - 📫 Mailbag28:13 - Industry Credentials30:33 - Favorite Star Trek Episode30:48 - Mercury’s Accounting Ledger32:00 - Replacing Traditional Ledgers34:13 - Accounting Firm Income35:13 - Selling Outcomes, Not Hours36:33 - Finding Expensive Problems38:18 - Moving Beyond Hourly Rates41:03 - AI Accounting Rollups43:48 - Built-In Close Automation45:03 - Best-of-Breed vs. All-in-One46:13 - PE Shareholder Seats48:13 - Alternatives to PE49:37 - Closing Thoughts

644 Recapping The Summer’s Biggest Tech Announcements for Accounting Firms [And how to lock in your 2027 tech decisions now]

Épisode 644

vendredi 18 septembre 2026 • Durée 59:01

☎️ Leave me a voicemail at (1)516-980-4968!
📧 Email me! jason@jasononfirms.com

In this episode, I compress a full year of accounting tech updates into one deep dive to help firms lock in their software decisions before year-end. I break down what changed across accounting ledgers, practice management, month-end close, tax workflow, tax software, proposal tools, meeting assistants, and generalist AI, including which tools moved into my leader categories and which AI features are actually worth paying attention to. I also explain why MCPs, AI agents, and computer use are becoming the biggest trends in accounting tech, while making the case that firms should still build next year’s stack around proven software instead of unreleased promises.

💰 Today's Sponsors
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Soraban: https://hubs.ly/Q04cNLF80
Financial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats

// Chapters:
00:00 - The 2026 Tech Update
01:20 - Cutting Through AI Hype
02:05 - The App Categories
03:10 - Accounting Ledgers
04:00 - New Ledger Leaders
04:55 - QuickBooks Online Updates
06:05 - Intuit Accountant Suite
07:20 - Books Close
08:10 - Digits Updates
09:35 - Kik and MCP
11:45 - Practice Management
12:15 - The Four PM Leaders
13:00 - Canopy Updates
16:45 - Canopy Tax Workflow
17:15 - TaxDome Updates
19:20 - Financial Cents Updates20:30 - Karbon Updates23:50 - Month-End Close Automation24:10 - Double Updates26:20 - Ramp Stack28:50 - Tax Workflow29:00 - New Tax Workflow Leaders29:10 - TallyFor32:20 - Filed33:20 - Filed Pro Work35:05 - Stanford Tax35:35 - Soraban36:30 - Truss37:45 - Tax Software38:45 - ProConnect Updates39:15 - Drake Smart Extract40:15 - UltraTax Updates41:55 - Proposal Tools42:35 - Anchor Updates43:40 - Ignition Updates44:20 - Meeting Assistants44:50 - Ping45:45 - Abacore and Vinyl46:15 - Better Client Meetings49:40 - Generalist AI Assistants50:45 - Claude Updates52:00 - ChatGPT’s Comeback52:35 - Computer Use AI54:30 - AI Using Your Apps55:05 - Grokbot57:00 - What Actually Changed57:35 - Lock In Your Tech Stack58:50 - Closing Thoughts

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