🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 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

☎️ Leave me a voicemail at (1)516-980-4968!
📧 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.

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

🎤 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events
🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps

💰 Today's Sponsors
Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates
Soraban: https://www.soraban.com/
Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes
Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo

// 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

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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

Jason On Firms Podcast

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