Jason On Firms Podcast 579 How 593 Accounting Firms Are Actively Using AI [The largest ever accounting AI study just dropped]
4 snips
Feb 11, 2026 A deep dive into a new AI report about how firms actually use and overclaim AI. A practical model for treating AI like a junior and why team alignment matters more than idea collection. Trends in AI tools, emerging uses for SOPs and marketing, and training gaps in small firms. Rapid-fire mailbag on pricing, cutting low-value clients, launching a firm, client ownership on exit, and agentic AI risks.
AI Snips
Chapters
Transcript
Episode notes
Security Fears Rise With Agent Progress
- Data security and job-disruption fears are rising as agentic AI capabilities advance.
- These concerns are legitimate and mirror human-caused security risks like phishing.
Leader Vs Staff AI Sentiment Gap
- Enthusiasm for AI rose quickly then matured; excitement among leaders peaked in 2025 and softened in 2026.
- Non-leaders remain less excited and more fearful, showing a leadership gap in adoption.
Ask AI For Insights, Then Curate
- Use AI to generate many potential insights from data, then curate the ones that matter.
- This yields more interesting reporting than AI-written executive summaries alone.