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597 5 Ways to Speed Up REVIEW in your Accounting Firm [Solving your most expensive logjam]
About this episode
In this episode, Jason Staats discusses five practical ways to speed up the review process in accounting firms and explores the role of AI in addressing bottlenecks.
🚀 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 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. 🎤 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 TeamUp: https://www.hireteamup.com/jason Canopy…
People in this episode
Host: Jason Staats
Topics covered
- accounting
- review process
- AI in accounting
- firm management
- bottlenecks
Sponsors
TeamUp, Canopy, Soraban, Verito, Makershub, Financial Cents
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