
🚀 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 why hiring feels impossible for accounting firms and why that’s usually not true. I walk through the nine most common hiring bottlenecks I’m seeing across firms right now, from first hire paralysis and offshore vs onshore decisions to training challenges and being the bottleneck as an owner. I also share why most firms aren’t doing enough to attract talent, and how small changes in positioning, pricing, and structure can unlock hiring. Then I cover AI updates from OpenAI and Claude, plus answer questions on tools, hiring strategy, and whether simple tax firms are at risk.🎤 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/jasonSoraban: https://www.soraban.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demoMissive: https://missiveapp.com/jasonCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates// Chapters:00:00 Why hiring feels impossible01:28 The Dirty Dozen: hiring data08:17 First hire paralysis12:04 Onshore vs offshore hiring18:46 What kind of admin should you hire?23:32 Why great hires aren’t finding you27:30 Capacity, pricing, and hiring32:08 Succession and client transition38:22 The owner is the bottleneck40:16 The lighthouse strategy for hiring42:26 Mailbag43:08 OpenAI vs Claude59:02 Double vs Aider01:04:23 Will AI kill simple tax firms?🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
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604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]

603 He Runs a $400k Accounting Firm and Takes 8 Weeks of Vacation [But now he’s become the bottleneck]

602 How Accounting Firms Pick Software Just Changed

600 A Claude Cowork SECURITY Guide for your Accounting Firm
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