- Est. audience
- 1,100
- Apple rating
- 4.7 from 76
- Cadence
- Weekly
- Latest
- 2026-10-30
- By
- Jason Staats
- Based on
- 12 recent episodes
- Covers: Practical business operations, website conversion, AI tools, hiring decisions, client management, and negotiation for accounting firms.
- For: Accounting firm owners and leaders managing accounting practices
- Best for: Accounting firm owners looking to scale profitably and adopt modern AI tools
- Skip if: Consumers looking for personal tax advice or basic personal budgeting help
Start with
- 656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website]: How to optimize and rebuild an accounting firm website to improve conversion rates
- 651 This 2 Person Accounting Firm Does $1.6M/Year [How today’s most scalable firms are built]: How modern accounting firms can scale revenue efficiently with lean staffing
- 648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects]: Techniques for negotiating large client engagements and project proposals
Sponsors seen
- CanopySponsor
Welcome to Accounting Firm Coach Office Hours presented by Canopy.
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects] · 2026-10-02 - GustoSponsor
💰 Today's Sponsors Canopy: https://www.getcanopy.com/jason Gusto: https://gusto.com/
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects] · 2026-10-02 - KickSponsor
Gusto: https://gusto.com/ Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects] · 2026-10-02 - Stanford TaxSponsor
Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects] · 2026-10-02 - MakersHubSponsor
Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/ Verito: https://verito.com/jason
648 Should This Accounting Firm Say YES To $500k? [How to negotiate your largest projects] · 2026-10-02 - VeritoSponsor
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] · 2026-10-02 - CanopySponsor
Welcome to Accounting Firm Coach Office Hours presented by Canopy.
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website] · 2026-10-30 - KickSponsor
Today's Sponsors Canopy: https://www.getcanopy.com/jason Kick: https://www.kick.co/
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website] · 2026-10-30 - Stanford TaxSponsor
Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website] · 2026-10-30 - MakersHubSponsor
Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/ Verito: https://verito.com/jason
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website] · 2026-10-30 - VeritoSponsor
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/
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website] · 2026-10-30 - RealizeSponsor
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Realize: https://www.rlz.io/
656 What To Do When Your Website DOESN’T CONVERT [Let’s rebuild this accounting firm website] · 2026-10-30 - CanopySponsor
Welcome to Accounting Firm Coach Office Hours presented by Canopy.
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving] · 2026-10-06 - GustoSponsor
Today's Sponsors Canopy: https://www.getcanopy.com/jason Gusto: https://gusto.com/
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving] · 2026-10-06 - KickSponsor
Gusto: https://gusto.com/ Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving] · 2026-10-06 - Stanford TaxSponsor
Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving] · 2026-10-06 - MakersHubSponsor
Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/ Verito: https://verito.com/jason
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving] · 2026-10-06 - VeritoSponsor
MakersHub: https://makershub.com/ Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving] · 2026-10-06 - VeritoSponsor
Today's Sponsors Verito: https://verito.com/jason
647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth] · 2026-09-29 - SorabanSponsor
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
647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth] · 2026-09-29 - MakersHubSponsor
Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth] · 2026-09-29 - CanopySponsor
Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card
647 AI Just Changed How We Should Run Our Accounting Firms [It’s time to acknowledge the truth] · 2026-09-29 - CanopySponsor
Welcome to Accounting Firm Coach Office Hours presented by Canopy.
655 New: The Local AI Accountants Have Been Waiting For [Now available!] · 2026-10-27 - GustoSponsor
Today's Sponsors Canopy: https://www.getcanopy.com/jason Gusto: https://gusto.com/
655 New: The Local AI Accountants Have Been Waiting For [Now available!] · 2026-10-27 - KickSponsor
Gusto: https://gusto.com/ Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/
655 New: The Local AI Accountants Have Been Waiting For [Now available!] · 2026-10-27 - Stanford TaxSponsor
Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/ Tax Bandits: https://www.taxbandits.com/
655 New: The Local AI Accountants Have Been Waiting For [Now available!] · 2026-10-27 - Tax BanditsSponsor
Stanford Tax: https://stanfordtax.com/ Tax Bandits: https://www.taxbandits.com/ Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/
655 New: The Local AI Accountants Have Been Waiting For [Now available!] · 2026-10-27 - Cloud Accountant StaffingSponsor
Tax Bandits: https://www.taxbandits.com/ Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/
655 New: The Local AI Accountants Have Been Waiting For [Now available!] · 2026-10-27 - VeritoSponsor
Today's Sponsors Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
649 I’m Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern accounting firms] · 2026-09-24 - SorabanSponsor
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
649 I’m Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern accounting firms] · 2026-09-24 - MakersHubSponsor
Soraban: https://hubs.ly/Q04cNLF80 MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
649 I’m Begging You To Hire This Role In Your Accounting Firm [The single biggest staffing mistake in modern accounting firms] · 2026-09-24 - CanopySponsor
Canopy: 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] · 2026-09-24 - CanopySponsor
Welcome to Accounting Firm Coach Office Hours presented by Canopy.
650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?] · 2026-10-09 - GustoSponsor
Today's Sponsors Canopy: https://www.getcanopy.com/jason Gusto: https://gusto.com/
650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?] · 2026-10-09 - KickSponsor
Gusto: https://gusto.com/ Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/
650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?] · 2026-10-09 - Stanford TaxSponsor
Kick: https://www.kick.co/ Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/
650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?] · 2026-10-09 - MakersHubSponsor
Stanford Tax: https://stanfordtax.com/ MakersHub: https://makershub.com/ Verito: https://verito.com/jason
650 AI Accountants Just Surpassed Human Accountants [What does this mean for accounting firms?] · 2026-10-09 - VeritoSponsor
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?] · 2026-10-09 - CanopySponsor
Welcome to Accounting Firm Coach Office Hours presented by Canopy.
653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027] · 2026-10-20 - GustoSponsor
💰 Today's Sponsors Canopy: https://www.getcanopy.com/jason Gusto: https://gusto.com/
653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027] · 2026-10-20