{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"620 The Real Reason Clients and Staff Resist Change [Here’s what to do about it]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/5342b684\"></iframe>","width":"100%","height":180,"duration":3297,"description":"🚀 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.comIn this episode, I break down five change management traps inside accounting firms, from overwhelming the team with too much change to letting C and D clients block the firm you actually want to build. I also talk about niche opportunities in soccer and space accounting, recurring AI workflows, Intuit’s stock drop, simplifying client onboarding, rolling out Claude to a team, trial balance workflows, and how large a solo AI-powered firm could become.🎤 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 SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoFinancial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats// Chapters:00:00 - Getting Everyone Aligned01:19 - The Dirty Dozen Returns02:12 - Change Management Traps02:18 - Trap #1: Change Overload06:10 - Trap #2: Incentives Gap09:00 - Trap #3: Quiet Skeptics15:17 - Trap #4: Carve-Out Clients18:17 - Trap #5: Adoption Letdown21:49 - Change Management Recap22:27 - Accountants Power The World Cup22:39 - Niche Of The Week24:33 - Passion-Driven Firm Niches27:47 - Space Accounting Returns30:58 - Mailbag Begins31:29 - Building Recurring AI...","thumbnail_url":"https://img.transistorcdn.com/WvY80SZYJh0BUUDfxUslVN8oGjN1IJfCa0z9JWYBDvY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}