613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

About this episode

In this episode, Jason Staats discusses how AI is changing the approach to SOPs in accounting firms and addresses various related topics.

🚀 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 argue that AI has fundamentally changed how accounting firms should think about SOPs, documentation, and standardization. I walk through six common documentation traps and explain why many traditional best practices are already becoming obsolete as AI agents can create, maintain, improve, and even execute processes themselves. Then I answer questions on CRMs vs practice management systems, building a niche advisory service, creating culture in remote teams, QuickBooks Desktop vs modern AI workflows, software being replaced by Claude, AI security for small firms, and whether QuickBooks Desktop might oddly become relevant again in an AI-first world. 📹 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…

People in this episode

Host: Jason Staats

Topics covered

• SOPs
• AI in accounting
• documentation traps
• CRMs vs practice management
• niche advisory services
• remote team culture
• AI security

Keywords

• SOPs
• accounting firms
• AI
• documentation
• CRMs
• QuickBooks
• remote teams
• software

Sponsors

Cloud Accounting Staffing, Soraban, Verito

Mentioned in this episode

Products: QuickBooks Desktop, AI, Claude

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