Jason On Firms Podcast 536 Fireside: Accounting Firm Trends and 2026 Tech Predictions
Nov 7, 2025
In this conversation, Brad Gustafson, the head of Ramp's accountant channel with a rich background at Xero, discusses key trends shaping the future of accounting. He highlights the rise of scheduled tax seasons and automation in bookkeeping. They dive into how firms can effectively adopt AI for advisory roles, emphasizing practical steps for implementation. Jason also shares insights on optimizing firm tech stacks for 2026 and utilizing three-tier renewals to boost revenue while maintaining personal connections with clients.
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From Isolation In Salem To Building Community
- Jason described growing up in Salem, Oregon and not knowing any other local accountants despite many firms existing.
- That lack of local community motivated him to build events and networks for firm owners.
Fully Schedule Tax Work
- Schedule every tax return and plan annual capacity down to each return to eliminate overtime and unpredictability.
- Treat scheduling as a firm-wide discipline to reduce burnout and stabilize workload.
Ledger Integration Is The Bookkeeping Frontier
- Bookkeeping is shifting toward deep ledger integration and automation layered with smarter banking/spend tools.
- Vendors that integrate with ledgers and bank-level spend management are reshaping bookkeeping workflows.