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Jason On Firms Podcast
Jason Staats
540 episodes
22 hours ago
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Entrepreneurship
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All content for Jason On Firms Podcast is the property of Jason Staats and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Show more...
Entrepreneurship
Business,
Management
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/e3/4e/22/e34e2274-637c-d207-411c-687c3f44a94a/mza_1022536991560983783.jpg/600x600bb.jpg
536 Fireside: Accounting Firm Trends and 2026 Tech Predictions
Jason On Firms Podcast
1 hour 3 minutes
1 week ago
536 Fireside: Accounting Firm Trends and 2026 Tech Predictions

👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4
📩Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Financial Cents: https://financial-cents.com/
💵 Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

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