{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Jason On Firms Podcast","title":"610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/58fabba0\"></iframe>","width":"100%","height":180,"duration":3530,"description":"🚀 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.comIn this episode, I break down how firms can move from live Claude conversations to AI workflows that run in the background. I walk through five levels of AI autonomy, from simple chats and scheduled tasks to hosted routines and managed agents. Then I roast a $700K bookkeeping/CFO firm dealing with operational heaviness, SOP sprawl, niche opportunities, and scaling pains. I also answer questions on custom AI tools, Claude for Small Business, referral partnerships, where to build agents first, email triage, and whether old-school firms are worth buying.🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events🔥 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 SponsorsCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidatesSoraban: https://www.soraban.com/Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo// Chapters:00:00 - AI in the walls02:12 - Five levels of AI autonomy06:17 - Claude Code routines + webhooks14:18 - Managed agents explained18:20 - Roast a $700K bookkeeping firm27:45 - SOPs, systems, and standardization33:07 - Local vs national niche strategy35:28 - Mailbag35:45 - Custom AI tools vs software46:03 - Where to build AI agents first48:25 - AI email management52:58 - Buying old-school firms56:09 - Closing thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn...","thumbnail_url":"https://img.transistorcdn.com/WvY80SZYJh0BUUDfxUslVN8oGjN1IJfCa0z9JWYBDvY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}