Mailbag intro and how to send questions

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📩 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

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale.
☎️ Leave me a voicemail at (1)516-980-4968!

📝 Grab your own copy of the state of AI report here https://karbonhq.com/resources/ebooks/state-of-ai-accounting-report-2026/

In this episode, I break down Karbon’s new AI report (nearly 600 firms across six continents) and what it reveals about how firms are actually using AI—plus what the data might be overstating. Then I explain why the real value is getting your team aligned, not just collecting more ideas. We close with a mailbag on cutting C/D clients, finding leads when launching a firm, handling client ownership when leaving a firm, and whether agentic AI can move data between apps.

🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
📧 Email me: jason@jasononfirms.com

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Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
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