Jason On Firms Podcast

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In this episode, I break down the three most likely AI futures for accounting firms, general-purpose AI assistants like Claude, AI assistants connected to software through MCPs, and AI embedded directly inside accounting software. I explain the pros, risks, and strategic implications of each approach, especially around security, software buying decisions, and vendor lock-in. I also share real-world AI use cases from firms around the country, answer questions about hiring AI specialists, security best practices, offshore staffing compliance, and helping teams navigate AI-related job fears. 


📹 Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb


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// Chapters:
00:00 - Three AI Futures for Accounting Firms
09:04 - MCPs and the Future of Software
24:25 - AI Built Into Accounting Software
34:11 - Which AI Future Is Most Likely?
35:54 - Nerd Corner
44:31 - Mailbag
44:31 - Escaping the Capacity and Hiring Cycle
52:05 - Offshore Hiring and Cloud Accountant Staffing
59:26 - AI Hiring, Security, and Team Concerns


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What is Jason On Firms Podcast?

I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms