About this episode

In this episode, Jason Staats discusses the merits of accounting firms building their own software and explores various tools and AI developments relevant to the industry.

🚀 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 what firms are actually creating, from custom integrations and reporting tools to trial balance workflows, and give my red-light/green-light take on what’s worth building. I also speedrun the latest AI releases, talk through whether small firms really need a practice management system, and answer questions about AI costs, offshoring, browser automation, and preparing your team for an AI-first accounting firm. 🔥 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 2+ users. Soraban: https://www.soraban.com/ MakersHub…

People in this episode

Host: Jason Staats

Topics covered

• accounting software
• custom integrations
• AI in accounting
• practice management systems
• offshoring
• browser automation

Keywords

• accounting firms
• software development
• AI costs
• reporting tools
• trial balance workflows
• practice management

Sponsors

Financial Cents, Soraban, MakersHub, Canopy, Karbon, Verito

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