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In this episode, I break down why review is still the biggest bottleneck in most accounting firms and how to actually fix it. I walk through five practical ways to reduce the load, including separating detail vs technical review, using difficulty levels, and systematizing work so you rely less on scarce senior talent. Then I shift into AI, covering leaked Co-Work features, what’s coming next with agents, and how to think about security, email, and automation without getting ahead of what’s actually safe to deploy.

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// Chapters:
00:00 - Why review is the biggest bottleneck
02:30 - How firms structure review today
04:50 - How to fix review (structure + delegation)
07:20 - Using difficulty levels to scale
11:00 - Systemizing review so it scales
15:00 - Hiring vs restructuring review teams
18:45 - What’s actually happening with AI agents
25:00 - AI agents vs assistants explained
31:30 - AI risks and security reality check
33:00 - Practice management + system gaps
41:20 - Where current tools break down
46:30 - Where AI is actually going (agents vs tools)

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597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]

Jason On Firms Podcast