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In this episode, I break down the biggest AI developments of the last two weeks and what they could mean for accounting firms, especially the shift toward AI that can actually operate a computer instead of simply chatting with you. I explain why computer-use AI could be especially powerful in accounting, where firms are constantly stitching together disconnected software, and why security and due diligence become even more important as AI agents gain more autonomy. I also go through 🔥 Roast My Tech Stack and answer to some of your questions in 📞 Accountant Support.

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// Chapters:
00:00 - The AGI Era
01:20 - Artificial General Intelligence
02:30 - Fable 5.1
04:45 - AI Benchmarks
06:10 - GPT6 Astra
07:55 - AI That Uses Your Computer
09:25 - Automating Accounting Work
10:40 - AI Inside Your Apps
12:15 - What Do I Do With My Hands?
13:05 - ChatGPT vs. Claude
13:49 - AI Security Risks
15:59 - Trusting AI Agents
18:00 - Sandboxing AI
19:45 - The Four-Monitor Accountant
21:15 - Talking to Your Computer
22:25 - Learning AI
23:25 - AI Due Diligence
25:35 - 🔥 Roast My Tech Stack
26:25 - The 3.5-Person Firm
27:54 - Practice Management
28:44 - Month-End Close Automation
32:24 - Drake Tax Hosting
34:09 - Filed vs. GruntWorx
34:49 - GoHighLevel
35:24 - Document Management
36:09 - Digits or Zero?
36:29 - Upfront Pricing
38:03 - Stop Building Software
38:38 - AI and the Tech Stack
40:44 - Submit Your Tech Stack
40:59 - 📞 Accountant Support
41:19 - Acquisition Fatigue
43:14 - When to Acquire Firms
43:59 - Starting With Small Acquisitions
44:04 - Leaving Intuit
45:19 - The Case for AI
46:04 - Moving Beyond QuickBooks
48:59 - Raising Your Prices
49:44 - Migrating Existing Clients
51:19 - Outsourcing Bookkeeping
52:59 - Offshore Bookkeeping
53:58 - AI Bookkeeping
54:43 - Business Valuation Credentials
55:38 - Building a Valuation Practice
56:38 - Is an Accounting Degree Still Worth It?
57:28 - Accounting Beyond Bookkeeping
58:18 - AI Watermarks
59:08 - Talking to Clients About AI
01:00:14 - Closing Thoughts

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641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]

Jason On Firms Podcast

641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]