All Episodes
Displaying 1 - 20 of 606 in total
606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]
🚀 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 m...
605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]
🚀 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 m...
604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]
🚀 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 ...
603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]
🚀 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 ...
602 How Accounting Firms Pick Software Just Changed
Here’s that Delphi app we discussed in Nerd corner https://www.delphi.ai/And a link to my own Delphi assistant https://www.delphi.ai/jasonstaats/chat🚀 Get smarter fast...
601 Why Hiring Is Now Impossible [Practical accounting firm hiring advice]
🚀 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 m...
600 A Claude Cowork SECURITY Guide for your 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 m...
599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]
🚀 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 m...
598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
🚀 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 m...
597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
🚀 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 m...
713 Accounting Firms Said To Use THIS TECH [”It cost us $1.5M in writeoffs”]
🚀 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 m...
595 A Guide To Setting Minimum Prices in your Accounting Firm [The mistake that nearly cost me my 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 m...
594 6 Recent Can’t Miss AI Agent Updates for Accounting Firms [New releases you must have on your radar]
🚀 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 m...
593 THIS Drives Better Accounting Firm Workflow [How modern firms have found a better workflow approach]
🚀 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 ...
592 His One Employee Accounting Firm Made $224k Last Year [How he built a profitable tax 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 m...
591 First Impressions: OpenClaw for Accounting Firms [Exactly how and when this will impact firms]
🚀 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 m...
590 The 7 Things Your DESK Needs: An Accountant’s Guide [The most important workspace decision for accountants]
🚀 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 m...
589 Coaching 14 Accounting Firms in 59 Minutes! [AI, Pricing, Hiring, Marketing and More]
🚀 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 m...
588 The 11 Biggest Risks of Using AI Agents [And how to mitigate them]
🚀 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 m...
587 The Best Accounting Firm Workflows for DEADLINES [How bookkeeping and tax firms solve for bottlenecks]
🚀 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 m...