Jason On Firms Podcast

Firm owners can turbocharge their client lists through community-driven referrals and strategic specialization. Discover how attending local live events fosters trust and sparks collaboration among like-minded professionals. Learn the importance of clear communication about desired clients and services, which opens up new opportunities. High-context conversations build stronger relationships, while asking peers about their needs enhances reciprocal referrals. Join upcoming workshops to refine your approach and connect with others in your field!

Discover the 10 commandments for running a thriving accounting firm. Learn the importance of responsive client communication and the need to let go of clients who hinder your growth. Prioritize profitability over reckless expansion while you build a self-sufficient team. Hiring smarter and empowering your staff to delegate are key tactics. Embrace niche visibility to attract ideal clients and implement effective marketing through service. Plus, Jason highlights the importance of enjoying the journey and building resilience in entrepreneurship.

Discover how GPT-5.1 is revolutionizing accounting firms with its improved conversational style and instruction following. Learn why mastering AI tools can enhance workflows and reduce errors. Jason emphasizes the need for firms to adopt AI habits, sharing practical tips like keeping AI tools visible and establishing regular practices. He also argues that specialization, not just skill accumulation, is essential for staying relevant in an AI-driven world. Finally, explore future scenarios where humans leverage AI for unique advantages.

In a discussion with Dan Luthi, an expert in advisory services, listeners dive into the world of high-margin advisory work in accounting. Dan reveals the secrets behind charging $1,000 for a single monthly call, emphasizing the importance of framing advisory around ROI. He shares insights on transitioning from transactional work, recognizing scope creep, and cultivating inbound advisory opportunities. With practical tips on client selection and leveraging technology, Dan illustrates how firms can unlock their advisory potential without burning out.

Discover how relying solely on referrals can stifle your firm's growth. Learn the power of niche marketing over local networking, and explore why targeted content outshines generic ads. Uncover essential tech stack tips for solo operators and efficient sales funnels tailored for niche services. Dive into the art of crafting three-tier proposals using decoy pricing to boost profitability. Finally, find out how moving away from hourly billing towards annual pricing can elevate your firm’s margins.

Discover the five traps that keep firm owners stuck in repetitive tasks year after year. Learn how effective delegation accelerates both personal and firm growth. Hear a personal story of transitioning from hands-on partner to strategic leader. Explore the importance of having designated owners for clients and processes to ensure seamless operations. Jason emphasizes the need to accept 'good enough' solutions to scale and how trusting your team can lead to remarkable growth and empowerment.

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.

Explore common pitfalls in accounting service proposals and the importance of first impressions with clients. Learn why it’s better to focus on monthly work before cleanups and the benefits of a multi-month approach. Discover pricing strategies for cleanup work and how to create compelling three-tier proposals that enhance client experience. Delve into effective service delivery roles and how to stack high-value tasks in premium offerings. Small changes in proposals can lead to significant gains over time.

Chad Davis, co-founder of LiveCA and an AI expert in accounting, shares invaluable insights on leveraging AI tools for accounting firms. He highlights effective dictation apps and contrasts various models like ChatGPT and Gemini. Chad also discusses the balance between powerful AI tools and cost-effectiveness, emphasizing the importance of selective access for power users. Learn about innovative proposal automation techniques using Google tools and the significance of adopting organized workflows for sales summaries—all practical resources for firms aiming to enhance efficiency.

Discover how to maximize your experience at accounting conferences! Learn to choose the right event based on your firm's needs. Find out the value of expo halls and making connections with vendors. Get insights on networking opportunities from extracurricular activities. Explore tax deductibility tips for travel and the importance of peer conversations for firm leaders. Plus, discover how attending events can lead to unexpected opportunities, and why joining a community can enhance your conference experience.