About this episode

In this episode, Jason Staats discusses the mispositioning of advisory services in accounting firms and shares insights on building higher value services.

🚀 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 explain why I think advisory is often positioned the wrong way inside accounting firms and share five common traps that stop firms from building higher value services. I also cover Claude Fable returning to Claude, what its new pricing means, how I’d build a bookkeeping practice from scratch today, AI powered bookkeeping and review workflows, choosing practice management software, meeting transcript tools, Copilot versus Claude, training the next generation of accountants, and whether Intuit is falling behind. 🔥 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 Financial Cents: Book a demo here: https://hubs.li/Q03PYVrp0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with…

People in this episode

Host: Jason Staats

Topics covered

• advisory services
• accounting firms
• AI in bookkeeping
• practice management software
• training accountants
• industry trends

Keywords

• accounting
• advisory
• bookkeeping
• AI
• practice management
• Intuit
• Claude Fable

Sponsors

Financial Cents, Soraban, MakersHub, Canopy, Karbon

Mentioned in this episode

Organizations: Claude Fable, Intuit

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