๐ Get smarter faster by learning with other firm owners: https://www.rlz.io/
๐ฉ 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
โ๏ธ Leave me a voicemail at (1)516-980-4968!
๐ง Email me! jason@jasononfirms.com
In this episode, I break down what AI agents actually mean for accounting firms after hands on testing with Claude Cowork and OpenClaw, including real bookkeeping and tax experiments that changed my perspective. I cover what is possible today, where the security boundaries still are, and why the pace of change matters. Then I run through a Niche of the Week on high end custom jewelry designers and close with a mailbag on AI use cases, pricing tiers, starting a firm, and managing career decisions in an AI driven world.
๐ค Iโm going live! Weโll announce new dates and cities. Stay tuned for the presale
๐ฅ Hereโs that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag๐ A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
๐ฐ Today's Sponsors
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Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
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What is Jason On Firms Podcast?
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms