{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Accounting Firm Coach: Office Hours","title":"649 This Bookkeeper REPLACED QuickBooks and Xero [How AI-First Firms Are Evolving]","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/83617f07\"></iframe>","width":"100%","height":180,"duration":3641,"description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/\n📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter\n📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/\nWelcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down whether you can build a bookkeeping firm without QuickBooks or Xero, and why specializing around a painful industry-specific accounting system may be a much bigger opportunity than simply choosing a newer ledger. I also look at Meta’s upcoming VR glasses, debate separating technical production from client relationship management, dissect a supposedly self-sufficient $1.2 million accounting firm for sale, empty out September’s Swear Jar, and answer Mailbag questions about sponsorships, advisory positioning, buying versus building a firm, AI-powered email management, and tax research tools.\n📌 Here’s that firm we talked about https://poegroupadvisors.com/practice/va2036/\n// Chapters:\n01:54 - Building a Bookkeeping Firm Without QuickBooks or Xero\n11:20 - The Industry Ledger Opportunity\n17:05 - Meta VR Glasses: Goodbye, Monitors?\n23:25 - Technical Hire or Relationship Manager?\n26:49 - Planning for When Someone Leaves\n31:58 - A CPA Firm Run in 30 Owner Hours a Year\n33:46 - What You're Really Buying\n38:05 - The September Swear Jar\n42:41 - How Sponsors Work at Accounting Firm Coach\n45:01 - What's Wrong With the Word \"Advisor\"\n48:07 - Buy a Firm or Grow Organically?\n50:55 - Admin vs AI for Email Management\n57:00 - CoCounsel vs. Claude, ChatGPT or Blue J\n📞 Leave me a voicemail at +1 (516) 980-4968!\n📧 Email me! jason@jasononfirms.com\n🗣️ Continue the discussion on social!\nX https://x.com/jasononfirms\nLinkedIn https://www.linkedin.com/in/jstaats/\nYouTube https://www.youtube.com/@jasoncpa","thumbnail_url":"https://img.transistorcdn.com/tRtNMW0m2_qDmLGpsu9SOGZJKGHLJFX-m2CobctnoxM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lNDAw/OWM5MzA0MjFjYjk1/MGUyMGUwNjdmYzVl/NzVmNi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}