Jason On Firms Podcast

🚀 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 why review is still the biggest bottleneck in most accounting firms and how to actually fix it. I walk through five practical ways to reduce the load, including separating detail vs technical review, using difficulty levels, and systematizing work so you rely less on scarce senior talent. Then I shift into AI, covering leaked Co-Work features, what’s coming next with agents, and how to think about security, email, and automation without getting ahead of what’s actually safe to deploy.


🎤 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
Canopy: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Soraban: https://www.soraban.com/
Verito: https://verito.com/
Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats
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.
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates



// Chapters:
00:00 - Why review is the biggest bottleneck
02:30 - How firms structure review today
04:50 - How to fix review (structure + delegation)
07:20 - Using difficulty levels to scale
11:00 - Systemizing review so it scales
15:00 - Hiring vs restructuring review teams
18:45 - What’s actually happening with AI agents
25:00 - AI agents vs assistants explained
31:30 - AI risks and security reality check
33:00 - Practice management + system gaps
41:20 - Where current tools break down
46:30 - Where AI is actually going (agents vs tools)


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