598 Managing PHONE Calls In An Accounting Firm [How this should look in 2026]
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βοΈ Leave me a voicemail at (1)516-980-4968!
π§ Email me! jason@jasononfirms.com
In this episode, I break down how accounting firms should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software βagent-ready,β and how AI may or may not change when you should start your own firm.
π€ Iβm going live! Grab your tickets here: https://www.jasononfirms.com/events
π₯ Hereβs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agπ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
βοΈ VOIP Phone Options:
Dialpad https://www.dialpad.com/
Quo https://www.quo.com/
Allo https://www.withallo.com/
Nextiva https://nextiva.com/
Ooma https://www.ooma.com/
π° Today's Sponsors
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Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.
Soraban: https://www.soraban.com/
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Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 - Why communication breaks firms
03:20 - Who should talk to clients
07:30 - Designing a scalable communication system
16:00 - Why accessibility is the real problem
20:30 - What happens when AI replaces your CPA
25:00 - AI agents vs assistants
30:40 - Why APIs matter more than tools
37:20 - Sponsor break
41:20 - Where current systems fail
46:30 - Where AI is actually going
49:40 - Closing thoughts
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
π© 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
βοΈ Leave me a voicemail at (1)516-980-4968!
π§ Email me! jason@jasononfirms.com
In this episode, I break down how accounting firms should actually think about communication, from whether phones still matter to how to structure client expectations and response times. I walk through why most firms get overwhelmed by making the wrong people too accessible, and how to design a communication system that protects focus while still delivering a high-touch client experience. I dig into what happens when someone replaces their CPA with an AI agent, what that signals about where things are heading, and how firms should respond. I also cover how to prepare your systems for AI, what actually makes software βagent-ready,β and how AI may or may not change when you should start your own firm.
π€ Iβm going live! Grab your tickets here: https://www.jasononfirms.com/events
π₯ Hereβs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agπ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
βοΈ VOIP Phone Options:
Dialpad https://www.dialpad.com/
Quo https://www.quo.com/
Allo https://www.withallo.com/
Nextiva https://nextiva.com/
Ooma https://www.ooma.com/
π° Today's Sponsors
TeamUp: https://www.hireteamup.com/jason
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.
Soraban: https://www.soraban.com/
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates
// Chapters:
00:00 - Why communication breaks firms
03:20 - Who should talk to clients
07:30 - Designing a scalable communication system
16:00 - Why accessibility is the real problem
20:30 - What happens when AI replaces your CPA
25:00 - AI agents vs assistants
30:40 - Why APIs matter more than tools
37:20 - Sponsor break
41:20 - Where current systems fail
46:30 - Where AI is actually going
49:40 - Closing thoughts
π£οΈ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
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