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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/ 💰 Today's Sponsors Verito: https://verito.com/jason?utm_campaign... Soraban: https://hubs.ly/Q04cNLF80 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 🗣️ Continue the discussion on social! X   / jasononfirms   LinkedIn   / jstaats   YouTube    / @jasoncpa