About this episode

In this episode, Jason Staats discusses insights from over 700 accounting firms on practice management systems and the impact of AI on the future of accounting.

🚀 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 real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong in that process. I share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow. 🎤 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 📌 If you’ve never used my PM recommendation tool…

People in this episode

Host: Jason Staats

Topics covered

• accounting firms
• practice management systems
• AI in accounting
• sales demos
• implementation mistakes
• firm growth

Sponsors

TeamUp, Soraban, Verito, Makershub

Mentioned in this episode

Organizations: IRS

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
• 598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026] · April 10, 2026 · 1h 15m

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