Jason On Firms Podcast 534 The Recent AI Updates Accounting Firms Need To See
30 snips
Nov 3, 2025 Chad Davis, co-founder of LiveCA and an AI expert in accounting, shares invaluable insights on leveraging AI tools for accounting firms. He highlights effective dictation apps and contrasts various models like ChatGPT and Gemini. Chad also discusses the balance between powerful AI tools and cost-effectiveness, emphasizing the importance of selective access for power users. Learn about innovative proposal automation techniques using Google tools and the significance of adopting organized workflows for sales summaries—all practical resources for firms aiming to enhance efficiency.
AI Snips
Chapters
Transcript
Episode notes
Two Paths For AI Spend
- AI spending can go two ways: expensive replacements for humans or affordable tools that augment staff capacity.
- Chad expects smaller-priced enablement tools to win by enhancing teams rather than replacing them.
Allocate Premium AI Licenses Sparingly
- Don't give every employee heavyweight AI subscriptions; pick power users for premium access.
- Use Google/Gemini for most staff and reserve ChatGPT Teams for managers and AI champions.
Pick ChatGPT For High-Value Writing
- Use ChatGPT/OpenAI for the best writing and usability when accuracy and quality matter.
- Gemini and Copilot are improving, but ChatGPT currently gives the strongest experience for complex text work.