Accounting Firm Coach: Office Hours

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

Accounting Firm Coach: Office Hours is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Accounting Firm Coach: Office Hours, a business show with 0 episodes published.

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  Episode #649

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

  Oct 6, 20261h 1m

  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 ️ 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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  Episode #648

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

  Oct 2, 202656 min

  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: [SPONSOR PAGE LINK COMING SOON] 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 $243K 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 ️ 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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  Episode #647

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

  Sep 29, 20261h 6m

  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-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 - AI Changes the Workflow 04:30 - Building From Scratch 06:40 - AI at Any Scale 06:50 - Claude + QuickBooks 10:25 - Automating Tax Prep 12:05 - The Workflow Problem 13:30 - AI-Compatible Workflows 18:35 - Rebuilding Production 20:15 - Excel 1040 21:25 - Accounting AI Agents 24:40 - Solo + AI Firms 27:15 - The First Human Hires 30:15 - Rethinking Firm Structure 35:10 - Work Worth Doing 38:35 - Building AI Skills 40:03 - Nerd Corner 40:13 - Filed Open-Source Tax Engine 41:24 - Ramp Accounts Receivable 41:49 - Campfire Forecasting 42:19 - Accrual ARC 42:39 - Canopy + Juno 42:49 - QuickBooks Updates 45:04 - Double AI Costs 45:39 - Digits Quality Control 46:14 - Financial Cents File Sorting 46:49 - RightTool Updates 48:03 - Mailbag 48:13 - Apps by Firm Size 52:58 - Managing Client AR 56:23 - Juno for Tax Intake 58:28 - Replacing FileCabinet 01:00:48 - Microsoft Power Automate 01:02:18 - Claude + Beancount 01:03:53 - Accounting Firm Coach 01:05:03 - The Podcast Is Changing ️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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  Episode #646

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

  Sep 25, 202656 min

  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 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 - Mailbag 34:05 - Redacting Client PII 38:15 - Future Live Events 40:25 - Buying Your First Firm 45:35 - Audit Tech Stacks 48:05 - Contract Work for Firms 50:25 - JasonOnFirms M&A? 53:00 - Building a Firm Network 54:30 - Could It Become a Rollup? 56:00 - Closing Thoughts ️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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  Episode #644

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

  Sep 18, 202659 min

  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 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 Updates 20:30 - Karbon Updates 23:50 - Month-End Close Automation 24:10 - Double Updates 26:20 - Ramp Stack 28:50 - Tax Workflow 29:00 - New Tax Workflow Leaders 29:10 - TallyFor 32:20 - Filed 33:20 - Filed Pro Work 35:05 - Stanford Tax 35:35 - Soraban 36:30 - Truss 37:45 - Tax Software 38:45 - ProConnect Updates 39:15 - Drake Smart Extract 40:15 - UltraTax Updates 41:55 - Proposal Tools 42:35 - Anchor Updates 43:40 - Ignition Updates 44:20 - Meeting Assistants 44:50 - Ping 45:45 - Abacore and Vinyl 46:15 - Better Client Meetings 49:40 - Generalist AI Assistants 50:45 - Claude Updates 52:00 - ChatGPT’s Comeback 52:35 - Computer Use AI 54:30 - AI Using Your Apps 55:05 - Grokbot 57:00 - What Actually Changed 57:35 - Lock In Your Tech Stack 58:50 - Closing Thoughts ️ Continue the discussion on social! X https://twitter.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa

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