🚀 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 I transitioned from running a 40-person firm to helping other accounting firms, and why there’s a massive opportunity right now for accountants to step into education, AI, and advisory roles. I share a practical framework for starting, including how to stay independent, build an audience, and structure your value ladder. Then I walk through a teardown of a $50M accounting firm, highlighting pricing, tech stack, and org structure issues. We close with a mailbag covering acquisitions, scaling CFO services, proposals, client pruning, delegation, and tools.

🎤 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
TeamUp: https://www.hireteamup.com/jason
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Missive: https://missiveapp.com/jason

// Chapters:
00:00 - Why accountants should help accountants
02:00 - From firm owner to educator
09:30 - Building an accounting education business
15:40 - Email lists, niche, and positioning
22:00 - $50M firm teardown (pricing, tech, structure)
36:00 - Org structure beyond partner model
41:30 - Mailbag: scaling, clients, and pricing
57:00 - Tools and final takeaways

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa