🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag
In this episode, I break down the newest wave of autonomous AI and what it means for accounting firms as AI moves from tools to agents that actually do work for you. I walk through how desktop AI like Claude Cowork and Multbot signal a shift toward AI that operates across your apps, files, and workflows, and why this is both exciting and messy. We also roast a real 75-year-old firm that just changed hands, talk through what the new owner should do first, and dig into a full mailbag covering AI security, practice management systems, buying firms, pricing work upfront, hiring managers, and building a more focused firm.
💻 Learn more about Claude Cowork here (still MacOS only): https://claude.com/product/cowork
🤖 And ClawdBot/MoltBot here: https://clawd.bot/
💰 Today's Sponsors
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Soraban: https://www.soraban.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Missive: missiveapp.com/jason
🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa
