{"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":3480,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 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\n☎️ Leave me a voicemail at (1)516-980-4968!\n📧 Email me! jason@jasononfirms.com\nIn 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.\n🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events\n🔥 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\n💰 Today's Sponsors\nCloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates\nSoraban: https://www.soraban.com/\nVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes\nCanopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo\n// Chapters:\n00:00 - AI in the walls\n02:12 - Five levels of AI autonomy\n06:17 - Claude Code routines + webhooks\n14:18 - Managed agents explained\n18:20 - Roast a $700K bookkeeping firm\n27:45 - SOPs, systems, and standardization\n33:07 - Local vs national niche strategy\n35:28 - Mailbag\n35:45 - Custom AI tools vs software\n46:03 - Where to build AI agents first\n48:25 - AI email management\n52:58 - Buying old-school firms\n56:09 - Closing thoughts\n🗣️ Continue the discussion on social!\nX...","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}