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

Sponsors

TeamUp

Mentioned in this episode

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

More episodes of Jason On Firms Podcast

• 603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck] · April 28, 2026 · 57 min
• 602 How Accounting Firms Pick Software Just Changed · April 24, 2026 · 1h 8m
• 601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice] · April 21, 2026 · 1h 8m
• 600 A Claude Cowork SECURITY Guide for your Accounting Firm · April 17, 2026 · 1h 12m
• 599 How To Become An Accounting Firm Thought Leader [And why our industry needs you] · April 14, 2026 · 1h 0m
• 597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam] · April 7, 2026 · 1h 1m

Explore listener stats, chart rankings, contacts and more on the Jason On Firms Podcast podcast page.