Jason On Firms Podcast

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In this episode, I break down the accounting conferences and industry events that are actually worth attending, including how to use client-facing events. 🐝 We talk in Niche of the Week on how to become more visible in a specific industry. I also share a simple lighting upgrade that can dramatically improve how you look on video, then answer 📫 Mailbag questions about industry-specific credentials, Mercury launching an accounting ledger, earning potential for accounting firm owners, AI-backed firm rollups, practice management platforms expanding into close automation, and whether joining a PE-backed platform really gives firm owners a meaningful seat at the table.


📄 Here’s that list of over 1,000 events https://docs.google.com/spreadsheets/d/1alr-NMmUWXUK4nC-JK-Nnr7R8Kg9BIJXSsLFqEQOU1s/edit?usp=sharing
🔦 And here’s that video light https://amarancreators.com/pages/amaran-verge-max


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// Chapters:
00:00 - The Best Accounting Events
02:05 - 1,100 Upcoming Events
03:00 - Intuit Connect
03:45 - Scaling New Heights
04:45 - AICPA Conferences
05:35 - Bridging the Gap
06:25 - Reframe
07:20 - Customer Conferences
08:15 - Skip Technical Training
09:00 - State Society Events
09:35 - Client Industry Events
10:06 - 🐝 Niche of the Week
10:15 - Why In-Person Matters
11:25 - Industry User Conferences
15:05 - Certification Events
15:55 - Association Meetings
16:35 - Trade Shows
17:20 - Local Chapters
17:50 - Golf Fundraisers
18:30 - Member Alliances
20:15 - Virtual Events
20:50 - Mastermind Groups
21:00 - Events to Avoid
21:30 - Compliance Events
22:35 - Better Video Lighting
24:10 - Amaran Verge Max
27:48 - 📫 Mailbag
28:13 - Industry Credentials
30:33 - Favorite Star Trek Episode
30:48 - Mercury’s Accounting Ledger
32:00 - Replacing Traditional Ledgers
34:13 - Accounting Firm Income
35:13 - Selling Outcomes, Not Hours
36:33 - Finding Expensive Problems
38:18 - Moving Beyond Hourly Rates
41:03 - AI Accounting Rollups
43:48 - Built-In Close Automation
45:03 - Best-of-Breed vs. All-in-One
46:13 - PE Shareholder Seats
48:13 - Alternatives to PE
49:37 - Closing Thoughts


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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