About this episode

Jason Staats discusses recent AI agent updates relevant to accounting firms and their implications.

🚀 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 IIn this episode, I break down the latest AI agent updates and why tools like Claude Cowork are getting dangerously close to doing real production work inside accounting firms. I walk through what’s actually possible today, where the security risks still are, and why firms need to start learning this now even if they can’t fully trust it yet. I also share details on my upcoming workshop tour and answer practical questions on pricing, websites, and using AI in real firm scenarios. 🎤 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 Soraban: https://www.soraban.com/ Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/candidates…

People in this episode

Host: Jason Staats

Topics covered

• AI agents
• accounting firms
• security risks
• workshop tour
• pricing strategies
• AI tools

Sponsors

Soraban, Cloud Accountant Staffing, Financial Cents, Verito, TeamUp

Mentioned in this episode

Organizations: Claude Cowork

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