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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 6 chart positions in 6 markets.
By chart position
- 🇬🇧GB · Entrepreneurship#1415K to 30K
- 🇺🇸US · Entrepreneurship#1505K to 30K
- 🇰🇷KR · Entrepreneurship#1261K to 10K
- 🇬🇷GR · Entrepreneurship#1830K to 100K
- 🇿🇦ZA · Entrepreneurship#3110K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
15K to 61K🎙 Daily cadence·600 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
52K to 203K🇬🇷49%🇬🇧15%🇺🇸15%+3 more - Active Followers
Loyal subscribers who consistently listen
21K to 81K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 23 epsHost
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Recent episodes
619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms]
Jun 23, 2026
56m 48s
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 47s
617 5 More AI Use Cases for Accounting Firms [Number three is incredible]
Jun 16, 2026
1h 00m 08s
616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)
Jun 12, 2026
1h 13m 39s
615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]
Jun 9, 2026
59m 00s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/23/26 | 619 The NEW AI Agent Approach for Accounting Firms [An entirely new AI agent platform for firms] | 🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I explore the sudden rise of AI agent platforms built specifically for accounting firms and ask whether Claude will remain the long-term home for firm-built agents. I compare launches from Ramp, Digits, Pilot, Puzzle, Mercury, Canopy, and Double, then answer a listener question about what firm owners should focus on during the summer months. In the mailbag, I cover software firms should avoid, practice management system selection, and what to do when Claude makes mistakes in bookkeeping workflows.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats⚒️ Tools I mentioned-Ramp Stack https://ramp.com/lp2/stack-Digits Agentic Close https://digits.com/blog/agentic-close/-Pilot Meridian https://meridian.pilot.com/-Puzzle AI Close https://puzzle.io/ai-close-Canopy Coworker https://www.getcanopy.com/coworker/-Mercury Command https://mercury.com/command-Double https://doublehq.com/// Chapters:00:00 - The AI Agent Gold Rush07:58 - Where Agents Actually Live12:11 - The Future Of Firm Automation15:31 - Summer Priorities For Firms18:36 - Take A Break This Summer20:17 - Make Big Tech Changes22:04 - Building Better Systems26:51 - Planning For Growth30:57 - Hiring Before Busy Season31:53 - Strategic Thinking Time33:32 - Mailbag33:43 - Any Software To Completely Avoid?36:22 - AI Influencers & Phantom Products40:50 - Should Firms Try Instead?42:18 - What Happened To SmartVault?46:11 - Which Practice Management System Should I Choose?49:30 - What If Claude Makes Mistakes?54:01 - From How-To To What-To-Do55:00 - The Future Of Space Accounting🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa | 56m 48s | ||||||
| 6/19/26 | 618 Accounting Firms: Stop Taking New Clients. Watch This First. [How to know when you’re digging yourself a deeper hole] | 🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I break down the six biggest traps accounting firm owners fall into when trying to build a higher-quality, more profitable client list. I explain why concentration risk is often overblown, why firms struggle to commit to a niche, how big-money clients can distract you from your ideal business, and why regularly curating your client list is one of the most important jobs of a firm owner. I also answer questions about firing clients through pricing increases, whether prompt libraries still matter in the AI era, partnering with specialists for services like sales tax and payroll, and what I think about Claude’s QuickBooks Online integration and the future of AI-powered accounting workflows.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - The Client List Asset01:27 - The Dirty Dozen Returns02:23 - Trap #1: Concentration Risk Fear06:38 - Trap #2: The Commitment Gap09:10 - Trap #3: Big Money Clients10:28 - Trap #4: Curation Hesitation13:09 - Trap #5: Big Fish vs Minnows18:17 - Trap #6: The Machine Problem22:24 - Protecting The Client List23:18 - Mailbag23:44 - Raising Prices to Lose Bad Clients26:54 - Are Prompt Libraries Still Worth It?30:17 - Goals vs Prompts in AI32:07 - Strongest AI Use Cases Today36:14 - Process Improvement Career Paths38:14 - Sales Tax Apps for Ecommerce43:18 - Claude + QuickBooks Integration52:35 - Tour Wrap-Up & Community Thanks🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa | 53m 47s | ||||||
| 6/16/26 | 617 5 More AI Use Cases for Accounting Firms [Number three is incredible] | 🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter☎️ Leave me a voicemail at (1)516-980-4968!📧 Email me! jason@jasononfirms.comIn this episode, I share five real AI workflows that accounting firms are already using in production, from reading handwritten checks and verifying tax transcripts to automating audit checklists, preparing spreadsheet workpapers, and building AI-powered email dashboards. I explain how firms should think about moving from AI assistants to AI-driven workflows and why documentation, goals, and process design matter more than prompts. Then I review an accounting firm built by a non-accountant, discuss pricing and niche strategy, and answer questions.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps💰 Today's SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - Five AI Workflows Firms Use Today18:01 - AI-Powered Email Dashboards20:24 - Roast a Firm31:30 - Mailbag35:20 - Buying Legacy Firms in the AI Era49:45 - Mailbag 259:45 - Closing thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa | 1h 00m 08s | ||||||
| 6/12/26 | 616 Your Accounting Firm Pricing Is Broken (Here’s how to fix it)✨ | accounting firm pricinghourly billing+4 | — | Fable | — | accountingpricing strategies+4 | Cloud Accounting Staffing | 1h 13m 39s | |
| 6/9/26 | 615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]✨ | accounting firm rollupAI in accounting+4 | — | Thrive HoldingsOpenAI | — | accountingfirm rollup+6 | Cloud Accounting Staffing | 59m 00s | |
| 6/5/26 | 614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]✨ | accountingAI+3 | — | The Three Types of Accounting Firm AI | — | accounting firmsAI futures+3 | Cloud Accounting Staffing | 1h 08m 04s | |
| 6/2/26 | 613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]✨ | SOPsAI in accounting+5 | — | QuickBooks DesktopAI+1 | — | SOPsaccounting firms+6 | Cloud Accounting Staffing | 1h 04m 14s | |
| 5/29/26 | 612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]✨ | desk setupproductivity+4 | — | — | — | desk setupproductivity+5 | Cloud Accounting Staffing | 34m 22s | |
| 5/26/26 | 611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]✨ | practice management systemsaccounting firms+4 | — | — | — | accounting softwarefirm management+4 | Cloud Accounting Staffing | 55m 46s | |
| 5/22/26 | 610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]✨ | AI workflowsautomation+4 | — | ClaudeAI+3 | — | ClaudeAI autonomy+6 | Cloud Accounting Staffing | 58m 49s | |
| 5/19/26 | 609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]✨ | AI adoptionaccounting firms+4 | — | Claude | — | AIaccounting+5 | Cloud Accounting Staffing | 55m 14s | |
| 5/15/26 | 608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]✨ | AI use casesaccounting firms+4 | — | Claude Cowork | — | AIaccounting+5 | Cloud Accounting Staffing | 1h 02m 27s | |
| 5/12/26 | 607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]✨ | accounting firmsclient acquisition+4 | — | — | — | accounting firmsclient acquisition+3 | Cloud Accounting Staffing | 51m 35s | |
| 5/8/26 | 606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]✨ | selling accounting firmsAI in accounting+4 | — | — | — | accounting firm saleAI risk+5 | Cloud Accounting Staffing | 50m 46s | |
| 5/5/26 | 605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]✨ | accounting firm workflowcapacity problems+4 | — | Financial CentsTaxDome+3 | — | accountingworkflow+5 | Cloud Accounting Staffing | 1h 02m 42s | |
| 5/1/26 | 604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]✨ | AI updatesaccounting firms+3 | — | Claude | — | Claude updatesaccounting technology+3 | Cloud Accounting Staffing | 1h 13m 23s | |
| 4/28/26 | 603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]✨ | accountingbusiness management+3 | — | — | — | accounting firmrevenue mix+5 | TeamUpCODE | 57m 12s | |
| 4/24/26 | 602 How Accounting Firms Pick Software Just Changed✨ | accounting firmsAI technology+4 | — | DelphiRLZ+1 | — | AI agentstech stack+4 | TeamUpjason | 1h 08m 29s | |
| 4/21/26 | 601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]✨ | hiring challengesaccounting firms+4 | — | OpenAIClaude | — | hiringaccounting firms+5 | TeamUpCODE | 1h 08m 07s | |
| 4/17/26 | 600 A Claude Cowork SECURITY Guide for your Accounting Firm✨ | accountinghiring+4 | — | — | — | accounting firmhiring+4 | Soraban | 1h 12m 12s | |
| 4/14/26 | 599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]✨ | accountingthought leadership+4 | — | — | — | accounting firmthought leader+6 | TeamUpJason10 | 1h 00m 25s | |
| 4/10/26 | 598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]✨ | communication in accounting firmsclient expectations+4 | — | DialpadQuo+4 | — | accounting firmscommunication systems+4 | TeamUp | 1h 15m 07s | |
| 4/7/26 | 597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]✨ | accountingreview process+3 | — | — | — | accounting firmreview bottleneck+3 | TeamUpCODE | 1h 00m 49s | |
| 4/3/26 | 713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]✨ | accounting firmspractice management systems+4 | — | IRS | — | accountingpractice management+4 | TeamUp | 1h 05m 57s | |
| 3/31/26 | 595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]✨ | minimum pricingaccounting firm+3 | — | — | — | minimum pricesaccounting firm+3 | TeamUpJason10 | 1h 15m 30s | |
Showing 25 of 619
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Chart Positions
8 placements across 6 markets.
Chart Positions
8 placements across 6 markets.