Cash Flow Impact and Reporting Questions

Want that in-person spark that only happens when firm owners get in the same room?
👋 Come join me live at an upcoming event: https://jasononline.link/LE552T
📌 Want weekly AI insights without the noise? Join the newsletter: https://jasononline.link/N552T

📚 Learn more about NotebookLM here https://notebooklm.google/

🎙️ This is the audio overview (podcast) prompt I used:
"You're two CFOs breaking down a company's last month performance. Have an enlightening convo about the financial results in a supportive tone, speaking to the biz owner. You work for Jason's Tax & Accounting Firm and are creating this resource for the client (the biz owner). The main discussion should cover the profit & loss totals but look into the general ledger for transaction detail where necessary to deepen the discussion."

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I walk through how NotebookLM is evolving and what that actually means for firm owners. I share how tools like audio overviews, slide decks, and mind maps can help you communicate results more clearly, and where they can fit into your workflow without replacing the human touch clients still expect. I also talk through which of these features feel genuinely useful today versus what still feels more like a gimmick, and how to think about testing them in your firm.

💰 Today's Sponsors
Mercury: https://mercury.com/for/accountants?utm_source=youtube&utm_medium=sponsored_influencer&utm_campaign=24q4_mercuryforaccountants
TeamUp: http://hireteamup.com/jason
Financial Cents: https://financial-cents.com/
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/

Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Mercury will compensate Referral Partner for its referrals in accordance with the terms specified in the Mercury Referrals Page, accessible within the Mercury Partner Portal. All payouts are contingent upon the terms and conditions set forth in the Agreement as well as the Mercury Referrals page.

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncp