Jason On Firms Podcast

543 Real Talk About the State Of Accounting Firm AI

Nov 21, 2025
Ben, the CEO of Blue Jay and a law professor, dives into the transformative effects of AI on accounting. He emphasizes that firms should prioritize learning from peers over vendor demos to maximize AI’s potential. The conversation highlights how AI can empower both junior and senior staff, enhancing knowledge and review capabilities. Ben stresses that while AI tools are invaluable, human experience remains irreplaceable. Looking ahead, firms adopting AI now will dominate the landscape by 2026, making firm-wide AI proficiency essential.
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ADVICE

Rely On Peers Over Vendor Hype

  • Get product recommendations from peers, not vendor demos or press releases.
  • Use peer networks and real-user stories to filter what actually works in firms.
ADVICE

Start With General AI Assistants

  • Teach every team member to use general AI assistants like ChatGPT before buying vertical tools.
  • Layer vertical solutions only after the team builds basic AI skills and knows limitations.
INSIGHT

Juniors Gain Leverage From Firm Knowledge

  • Juniors may be more productive because firms can surface recordings, transcripts and searchable training.
  • Firms can give juniors richer resources than previous generations had, accelerating their capabilities.
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