Jason On Firms Podcast 481 Answering 14 Questions About Running Accounting Firms
Jul 11, 2025
Dive into a lively Q&A about the future of accounting! Discover how AI is reshaping the profession, enabling firms to automate tasks while enhancing relationships. Learn effective client management strategies and the importance of specialization in a competitive market. Explore insights on career progression, emphasizing soft skills and adaptability. Plus, get tips on navigating pricing adjustments as firms grow and new tools emerge to support compliance and development!
AI Snips
Chapters
Transcript
Episode notes
Watch Out for AI Bookkeeping
- Bookkeeping firms must watch out for automated AI-enabled bookkeeping services entering the market.
- Avoid competing with cheap, inferior solutions; position your firm with higher value to prevent low-paying clients.
AI Touches All Skill Levels
- AI can automate both menial and technical accounting tasks, reaching senior accountant skill levels.
- The durable edge lies in deeply understanding a specific client type, not in any single task's safety from automation.
Be Transparent About AI With Clients
- Embrace AI openly with clients as a tool to improve their finance tech stack.
- Help clients adopt AI realistically; don’t gatekeep for fear of losing fees.