Jason On Firms Podcast

Jason Staats

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597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]

4/7/2026 • 60 min

🚀 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.com In this episode, I break down why review is still the biggest bottleneck in most accounting firms and how to actually fix it. I walk through five practical ways to reduce the load, including separating detail vs technical review, using difficulty levels, and systematizing work so you rely less on scarce senior talent. Then I shift into AI, covering leaked Co-Work features, what’s coming next with agents, and how to think about security, email, and automation without getting ahead of what’s actually safe to deploy. 🎤 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/jasonCanopy: g[etcanopy.com/jason](http://getcanopy.com/jason) Schedule a demo to see for yourself, and receive a $75 gift card after your demoSoraban: https://www.soraban.com/Verito: https://verito.com/Makershub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsFinancial Cents: https://hubs.li/Q03mLr_x0 Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates // Chapters:00:00 - Why review is the biggest bottleneck02:30 - How firms structure review today04:50 - How to fix review (structure + delegation)07:20 - Using difficulty levels to scale11:00 - Systemizing review so it scales15:00 - Hiring vs restructuring review teams18:45 - What’s actually happening with AI agents25:00 - AI agents vs assistants explained31:30 - AI risks and security reality check33:00 - Practice management + system gaps41:20 - Where current tools break down46:30 - Where AI is actually going (agents vs tools) 🗣️ 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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