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

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

From Jason On Firms Podcast by Jason Staats

May 19, 2026 · 55 min · Episode 609

About this episode

This episode discusses the six major blockers to AI adoption in accounting firms and how to build an AI native accounting firm.

🚀 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 the six biggest blockers keeping accounting firms from becoming AI native. I explain why Claude is the best starting point right now, why AI adoption needs daily team habits, and why incentives matter more than training. I also cover pricing fears, staff anxiety, AI replacing task-based work, and how firm owners should think about their responsibility to help teams adapt. 🎤 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 Sponsors Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates Soraban: https://www.soraban.com/ Makershub…

People in this episode

Host: Jason Staats

Topics covered

  • AI adoption
  • accounting firms
  • team habits
  • incentives
  • staff anxiety
  • pricing fears

Keywords

  • AI
  • accounting
  • blockers
  • firm owners
  • adoption
  • training
  • responsibility

Sponsors

Cloud Accounting Staffing, Soraban, Makershub, Canopy, Verito, Missive

Mentioned in this episode

Products: Claude

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