544 Are Accounting Firms Sleeping On This AI App?

Nov 25, 2025

Discover how NotebookLM is transforming communications for accounting firms. Learn about the latest AI tools like audio overviews and infographics that enhance client interactions without losing the personal touch. Explore the practical applications of slide decks and mind maps in finance discussions. Jason dives into how AI can help analyze financial performance and clarify results, including addressing common operational challenges. Tune in for innovative ways to streamline workflows and leverage AI-driven resources for client engagement!

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INSIGHT

Interactive Notebooks From Client Docs

NotebookLM turns arbitrary client documents into interactive, explorable notebooks that answer questions and generate deliverables.
It only uses the sources you provide, which improves relevance and auditability.

ADVICE

Customize Outputs Before Sending

Test which NotebookLM outputs serve clients: infographics, slides, mind maps, audio, or video.
Use custom prompts and outlines to control tone, length, and slide detail before sending.

INSIGHT

Image Model Boosts Infographics

Google's Nano Banana Pro image model sharply improved NotebookLM infographics and visuals.
Visuals are near-client-ready but may still bungled small text or stylistic choices.

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📚 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.

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