Jason On Firms Podcast · Chai Podcast

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Episodes · 25

619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]

Jun 23, 2026 · 56m

618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole]

Jun 19, 2026 · 53m

617 5 More AI Use Cases for Accounting Firms [Number three is incredible]

Jun 16, 2026 · 1h 0m

616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)

Jun 12, 2026 · 1h 12m

615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]

Jun 9, 2026 · 58m

614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

Jun 5, 2026 · 1h 7m

613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

Jun 2, 2026 · 1h 3m

612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]

May 29, 2026 · 33m

611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]

May 26, 2026 · 54m

610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]

May 22, 2026 · 58m

609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]

May 19, 2026 · 54m

608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]

May 15, 2026 · 1h 1m

607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]

May 12, 2026 · 50m

606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]

May 8, 2026 · 50m

605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]

May 5, 2026 · 1h 2m

604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]

May 1, 2026 · 1h 12m

603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]

Apr 28, 2026 · 56m

602 How Accounting Firms Pick Software Just Changed

Apr 24, 2026 · 1h 7m

602 How Accounting Firms Pick Software Just Changed [Is it time to throw out traditional tech stacks?]

Apr 24, 2026 · 1h 8m

601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]

Apr 21, 2026 · 1h 7m

600 A Claude Cowork SECURITY Guide for your Accounting Firm

Apr 17, 2026 · 1h 11m

599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]

Apr 14, 2026 · 59m

598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]

Apr 10, 2026 · 1h 14m

597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]

Apr 7, 2026 · 59m

713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]

Apr 3, 2026 · 1h 5m