About this episode

In this episode, Jason Staats explores 23 innovative accounting firm models and discusses the implications of AI on the accounting profession.

🚀 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 23 accounting firm models that go beyond traditional bookkeeping and tax, including specialized compliance, niche audit, and advisory opportunities that small firms can compete for. Then I take the idea of specialization to its logical extreme and build a space accounting firm from scratch, using government awards, cost reimbursement contracts, conferences, and accelerators to find potential clients. In 📫 Mailbag, I dig into whether AI will eliminate junior accounting roles, how firms can use AI to attract better clients, connecting Claude directly to QuickBooks Online, private versus cloud AI models, what I’m spending on AI subscriptions, and the environmental tradeoffs of AI. 🔥 Want the chance to have your firm anonymously roasted? Complete this form! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag 📚 A curated list of the apps I actually…

Sponsors

Verito, Karbon, MakersHub

More episodes of Jason On Firms Podcast

• 641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models] · September 8, 2026 · 1h 1m
• 640 I Analyzed 5,000 Accounting Firm Sales - 9 Things To Know [We found some surprising trends] · September 4, 2026 · 53 min
• 638 Every Type of VC Accounting Firm Deal, Explained [And what’s available to each size of firm] · August 28, 2026 · 57 min
• 637 9 Apps Every Accounting Firm Needs (that aren’t accounting apps) [These are required apps for accounting firms] · August 25, 2026 · 1h 8m
• 636 The 20 Best Ways to find Accounting Firm Clients, Ranked [Let’s throw out the bad strategies] · August 21, 2026 · 1h 12m
• 635 There Are 4 Types Of Accounting Firm [Which of these are YOU?] · August 18, 2026 · 1h 2m

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