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536 Fireside: Accounting Firm Trends and 2026 Tech Predictions

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Manage episode 518144915 series 3462006
Content provided by Jason Staats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Staats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4
đŸ“©Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7

☎ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Financial Cents: https://financial-cents.com/
đŸ’” Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
đŸ’» Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

đŸ—Łïž Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp

  continue reading

540 episodes

Artwork
iconShare
 
Manage episode 518144915 series 3462006
Content provided by Jason Staats. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Staats or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

👋 Want to meet other firm leaders in person? Join me at one of my upcoming events and save your spot: jason.link/7c4
đŸ“©Get weekly firm growth insights and the latest on AI for accountants, straight to your inbox: jason.link/ui7

☎ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with RAMP’s Brad Gustafson to unpack where firms are headed next: scheduled tax seasons, deeper bookkeeping automation, and AI-driven advisory. You’ll learn how to kickstart AI adoption, lock in your 2026 tech stack, and use three-tier renewals to grow margins without losing the human touch.

💰 Today's Sponsors
MakersHub: https://makershub.ai/
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
Financial Cents: https://financial-cents.com/
đŸ’” Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
đŸ’» Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

đŸ—Łïž Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp

  continue reading

540 episodes

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