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In this episode, I break down what firms are actually creating, from custom integrations and reporting tools to trial balance workflows, and give my red-light/green-light take on what’s worth building. I also speedrun the latest AI releases, talk through whether small firms really need a practice management system, and answer questions about AI costs, offshoring, browser automation, and preparing your team for an AI-first accounting firm.
🔥 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 Sponsors Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users. Soraban: https://www.soraban.com/ MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaats Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
// Chapters: 00:00 - Building Your Own Firm Software 02:07 - How Firms Are Building Software 04:08 - What Accounting Firms Are Building 10:17 - What Should You Actually Build? 18:13 - What Custom AI Apps Look Like 25:26 - Nerd Corner: AI Updates 26:00 - ChatGPT Work 26:52 - Claude Combines Chat and Cowork 29:17 - Grok Challenges Claude 31:04 - GPT Live and Voice AI 37:30 - OpenAI’s New AI Models 45:29 - Mailbag 45:53 - Getting AI Past Bot Restrictions 49:03 - Do You Need a Practice Management System? 54:42 - Building Referral Relationships 57:32 - The Rising Cost of AI 1:00:08 - Finding Time to Implement AI 1:03:00 - What Happened When Clients Learned We Offshored 1:07:48 - Automating Home Depot Receipts 1:09:58 - Training Teams for an AI-First Firm 1:15:16 - The Future of Accounting Firms
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