599 How To Become An Accounting Firm Thought Leader [And why our industry needs you]

🚀 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! [email protected] this episode, I break down how I transitioned from running a 40-person firm to helping other accounting firms, and why there’s a massive opportunity right now for accountants to step into education, AI, and advisory roles. I share a practical framework for starting, including how to stay independent, build an audience, and structure your value ladder. Then I walk through a teardown of a $50M accounting firm, highlighting pricing, tech stack, and org structure issues. We close with a mailbag covering acquisitions, scaling CFO services, proposals, client pruning, delegation, and tools.🎤 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 SponsorsTeamUp: https://www.hireteamup.com/jasonMakershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsSoraban: https://www.soraban.com/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.Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoMissive: https://missiveapp.com/jason// Chapters:00:00 - Why accountants should help accountants02:00 - From firm owner to educator09:30 - Building an accounting education business15:40 - Email lists, niche, and positioning22:00 - $50M firm teardown (pricing, tech, structure)36:00 - Org structure beyond partner model41:30 - Mailbag: scaling, clients, and pricing57:00 - Tools and final takeaways🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa