{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"615 The First $1B Accounting Firm Rollup [What this means for small accounting firms]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/90a8db55\"></iframe>","width":"100%","height":180,"duration":3491,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 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\n☎️ Leave me a voicemail at (1)516-980-4968!\n📧 Email me! jason@jasononfirms.com\nIn this episode, I break down Thrive Holdings’ $1B accounting firm rollup, why OpenAI has a stake in it, and what this could mean for small firms. I explain why traditional rollups often fail, why AI may change the economics, and why client relationships still matter most. Then I walk through how an accounting firm could build a niche around indie authors, including choke points, live events, software vendors, and influencers. I also answer questions on moving clients from owner to staff, AI tax prep disappointments, whether I’m paid by Claude, MCPs for practice management, speech-to-text tools, CPA value, and AI disclosure to clients.\n📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb\n🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events\n🔥 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\n💰 Today's Sponsors\nCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates\nSoraban: https://www.soraban.com/\nVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes\nCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo\n// Chapters:\n00:00 - The $1B AI accounting bet\n22:41 - Nerd Corner\n35:34 - Mailbag begins\n35:53 - Getting clients to trust your team\n38:22 - Why AI tax prep disappointed\n46:37 - MCPs and the future of firm tech\n55:00 - Do clients need AI disclosure?\n🗣️ Continue the discussion on social!\nX...","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}