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

About this episode

In this episode, Jason Staats discusses how accounting firms should manage communication and prepare for the integration of AI.

🚀 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.com In this episode, I break down how accounting firms should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software “agent-ready,” and how AI may or may not change when you should start your own firm. 🎤 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…

People in this episode

Host: Jason Staats

Topics covered

• communication in accounting firms
• client expectations
• AI in accounting
• phone call management
• high-touch client experience
• future of accounting firms

Keywords

• accounting firms
• communication systems
• AI agents
• client experience
• phone management
• software readiness

Sponsors

TeamUp

Mentioned in this episode

Organizations: Dialpad, Quo, Allo, Nextiva, Ooma, AI

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