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614 The Three Types of Accounting Firm AI [And where to deploy each in your accounting firm]

Episode 614 Published 2Ā months ago
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šŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/
šŸ“© 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


ā˜Žļø Leave me a voicemail at (1)516-980-4968!
šŸ“§Ā Email me! jason@jasononfirms.com


In this episode, I break down the three most likely AI futures for accounting firms, general-purpose AI assistants like Claude, AI assistants connected to software through MCPs, and AI embedded directly inside accounting software. I explain the pros, risks, and strategic implications of each approach, especially around security, software buying decisions, and vendor lock-in. I also share real-world AI use cases from firms around the country, answer questions about hiring AI specialists, security best practices, offshore staffing compliance, and helping teams navigate AI-related job fears.Ā 


šŸ“¹Ā Here’s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb


šŸŽ¤Ā I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
šŸ”„ Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agšŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps


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// Chapters:
00:00 - Three AI Futures for Accounting Firms
09:04 - MCPs and the Future of Software
24:25 - AI Built Into Accounting Software
34:11 - Which AI Future Is Most Likely?
35:54 - Nerd Corner
44:31 - Mailbag
44:31 - Escaping the Capacity and Hiring Cycle
52:05 - Offshore Hiring and Cloud Accountant Staffing
59:26 - AI Hiring, Security, and Team Concerns


šŸ—£ļø Continue the discussion on social!
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YouTube https://www.youtube.com/@jasoncpa

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