Episode 552
🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T
📚 Swipe my app database: http://jasononline.link/A561T
📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter
📝 The AI notetakers in my radar for accounting firms:
Vinyl https://www.usevinyl.com/
Ping https://pingassistant.com/
Abacor https://abacor.com/
🤖 Here are my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts
☎️ Leave me a voicemail at (1)516-980-4968!
In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.
💰 Today's Sponsors
Client Hub: https://clienthub.app/
MakersHub: https://makershub.ai/
🎥 The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
Published on 1 week, 2 days ago
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