Podcast· Accounting Firm Coach: Office Hours
653 Accounting Firms MUST Do This Before November 1st [The decision that will make or break your 2027]
Oct 20, 2026 · 55 min · Clio 49
Clio listened
Jason Stats of Accounting Firm Coach lays out a year-end operating plan for accounting firms: decide tech and hiring by Nov. 1, lock renewals and onboarding by Dec. 1, and use December to preload January work. He also examines Anthropic’s rapid growth, AI pricing concerns, and why modern practice platforms like Canopy are moving toward APIs rather than true walled gardens.
Key points
- By Nov. 1, firms should decide tech and human transitions for the new year.
- Use peer firms and independent implementers; don’t choose software from sales demos alone.
- By Dec. 1, lock hiring start dates and finalize client renewal pricing and proposals.
- Preload January work in December: W-9s, close prep, and catch-up bookkeeping.
- AI pricing may rise, but QuickBooks has already tripled on key tiers since 2014.
- All-in-one software is giving way to API-driven integration because AI agents need connectivity.