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โ๏ธ Leave me a voicemail at (1)516-980-4968!
๐ง Email me! jason@jasononfirms.com
In this episode, I break down why I think weโve been focusing on the wrong AI agent and why OpenClaw might be the clearest model yet for how AI actually gets deployed inside accounting firms. I walk through what makes it different from tools like Claude Cowork, especially how it operates across an entire team and acts as shared infrastructure rather than just a personal assistant. I also do a website roast for a construction-focused firm, covering how to improve messaging, calls to action, and lead magnets. I close with a mailbag on desk setups, including practical takes on monitors, keyboards, and workspace decisions.
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
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// Chapters:
00:00 โ AI agents overview
02:10 โ Agents vs assistants
04:15 โ Firm-level AI infrastructure
06:00 โ System access and control
08:30 โ Security limitations today
12:10 โ Trust and client data
16:36 โ Hiring and staffing trends
24:00 โ OpenClaw breakdown
27:20 โ Website messaging critique
28:10 โ Calls to action issues
30:00 โ Simplifying conversions
32:00 โ Lead flow improvements
35:00 โ Tax workflow tools
36:00 โ Practice management evolution
45:30 โ Website roast
51:01 โ Accounts payable automation
52:08 โ Offshore hiring models
1:01:05 โ Live workshops announcement
1:03:19 โ Desk setup discussion
๐ฃ๏ธ Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa