610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]
22 May 2026
58m
Jason Staats · Business
Accounting Firm Coach: Office Hours
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
Episodes
609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]
19 May 2026
55m
608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]
15 May 2026
1h 2m
607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]
12 May 2026
51m
606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]
08 May 2026
51m
605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]
05 May 2026
1h 3m
604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
01 May 2026
1h 13m
603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]
28 Apr 2026
57m
602 How Accounting Firms Pick Software Just Changed
24 Apr 2026
1h 8m
601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]
21 Apr 2026
1h 8m
600 A Claude Cowork SECURITY Guide for your Accounting Firm
17 Apr 2026
1h 12m
599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]
14 Apr 2026
59m
598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
10 Apr 2026
1h 15m
597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
07 Apr 2026
1h 0m
713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
03 Apr 2026
1h 5m
595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my accounting firm]
31 Mar 2026
1h 14m
594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
27 Mar 2026
1h 2m
593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]
25 Mar 2026
58m
592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax accounting firm]
19 Mar 2026
37m
591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]
18 Mar 2026
1h 4m
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