ИИ навсегда изменил работу бухгалтерских фирм
Accounting Firm Coach: Office Hours и Accounting Firm Coach with Jason Staats
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ИИ навсегда изменил работу бухгалтерских фирм
6 022 просмотра · 3 дня назад
Accounting Firm Coach: Office Hours и Accounting Firm Coach with Jason Staats
6 022 просмотра · 3 дня назад
🚀 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 the latest generation of AI models should force accounting firms to rethink how work actually gets done, from bookkeeping and tax prep to review, staffing, and firm structure. I explain why the biggest limitation is no longer the AI itself, but workflows that were never designed for AI, and how firms can rebuild production around more structured, reviewable systems. I also run through 10 recent accounting tech updates in 🤓 Nerd Corner, answer 📫 Mailbag questions about app recommendations, AR services, Juno, document management, Power Automate, and Claude plus Beancount, and share the upcoming rebrand from Jason On Firms to Accounting Firm Coach.
⚒️ Tools I mentioned in the podcast:
Filed open sources their 1040 engine https://www.filed.com/blog/we-open-so...
Ramp launches accounts receivable https://ramp.com/blog/introducing-acc...
Campfire forecast / johnglasgow_campfire-is-the-first-erp-that...
Accrual Arc https://accrual.com/arc
Canopy + Juno integration https://juno.tax/integrations/canopy
QuickBooks updates https://www.firmofthefuture.com/produ...
Double lower-cost AI model https://doublehq.com/
Digits’ 11 new automated quality-control checks https://digits.com/blog/quality-checks/
Financial Cents AI file routing https://financial-cents.canny.io/chan...
RightTool right-click QBO navigation https://righttool.app/release-notes/
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Verito: https://verito.com/jason?utm_campaign...
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MakersHub: https://makershub.com/get-started?utm...
Canopy: https://www.getcanopy.com/jason complete your demo for a $75 gift card
// Chapters:
00:00 - AI Changes the Workflow
04:30 - Building From Scratch
06:40 - AI at Any Scale
06:50 - Claude + QuickBooks
10:25 - Automating Tax Prep
12:05 - The Workflow Problem
13:30 - AI-Compatible Workflows
18:35 - Rebuilding Production
20:15 - Excel 1040
21:25 - Accounting AI Agents
24:40 - Solo + AI Firms
27:15 - The First Human Hires
30:15 - Rethinking Firm Structure
35:10 - Work Worth Doing
38:35 - Building AI Skills
40:03 - 🤓 Nerd Corner
40:13 - Filed Open-Source Tax Engine
41:24 - Ramp Accounts Receivable
41:49 - Campfire Forecasting
42:19 - Accrual ARC
42:39 - Canopy + Juno
42:49 - QuickBooks Updates
45:04 - Double AI Costs
45:39 - Digits Quality Control
46:14 - Financial Cents File Sorting
46:49 - RightTool Updates
48:03 - 📫 Mailbag
48:13 - Apps by Firm Size
52:58 - Managing Client AR
56:23 - Juno for Tax Intake
58:28 - Replacing FileCabinet
01:00:48 - Microsoft Power Automate
01:02:18 - Claude + Beancount
01:03:53 - Accounting Firm Coach
01:05:03 - The Podcast Is Changing
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