Disrupting your technology with Jason Staats

Jun 15, 2023

Jason Staats, CPA, MBA, Firm Runner and Content Creator at Realize, discusses the impact of emerging technologies on the accounting profession, including AI and its role in changing the way things are done. Topics include getting started with cutting-edge technology, tips for practice management, incorporating AI like ChatGPT, memo and email enhancements, optimal time to upgrade technology, and the importance of investing in oneself to adapt to the tech landscape.

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Introduction

00:00 • 3min

Improving Firm Practice Management with Apps and Auto Transcription

03:17 • 2min

Incorporating AI Technology in Accounting Firms

05:24 • 3min

Writing Effective Emails and the Role of Language Models

08:27 • 2min

Investing in Oneself and Adapting to the Tech Landscape

09:59 • 6min

In this episode Jason Staats, CPA, MBA, Firm Runner and Content Creator — Realize, joins April Walker, CPA, CGMA, Lead Manager — Tax Practice & Ethics, AICPA & CIMA, live from ENGAGE 2023 to highlight the fast-paced world of transformational technology and its prominent impact on the accounting profession. He explores how emerging technologies including artificial intelligence (AI) are not only changing the way things are done but also redefining the rules of the game.

What you’ll learn in this episode

Getting started with cutting-edge technology (1:30)
Tips from a practice management standpoint (3:17)
Ways firms can incorporate AI such as ChatGPT (5:26)
Tips for memo and email enhancements (8:28)
The optimal time to incorporate/upgrade technology (10:05)
Jason’s parting thoughts (12:09)
A page from Donny’s travel journal (12:56)

Related resources

Jason.CPA YouTube channel — Jason Staats talks about how to build calm, sustainable accounting firms.
The digital download — ChatGPT, AI and data security | Tax Section Odyssey — AI is transformational for the tax profession. In this Tax Section Odyssey episode Ashley Francis, CPA, shares her experience with ChatGPT and BingAI.
AICPA Technology Library — Technology is evolving at an unprecedented speed and affects each of us in almost all facets of life and business. This hub provides you with access to the latest technology information, tools and resources to best serve your clients or support the organization where you work.

Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices.

This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you’re not already a member, consider joining this prestigious community of your tax peers. You’ll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.