How 593 Accounting Firms Are Actively Using AI

Описание: 🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter

🎤 I’m going live! We’ll announce new dates and cities. Stay tuned for the presale

☎️ Leave me a voicemail at (1)516-980-4968!

📝 Grab your own copy of the state of AI report here https://karbonhq.com/resources/ebooks...

In this episode, I break down Karbon’s new AI report (nearly 600 firms across six continents) and what it reveals about how firms are actually using AI—plus what the data might be overstating. Then I explain why the real value is getting your team aligned, not just collecting more ideas. We close with a mailbag on cutting C/D clients, finding leads when launching a firm, handling client ownership when leaving a firm, and whether agentic AI can move data between apps.

🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZ...
📧 Email me: [email protected]

💰 Today's Sponsors
Soraban: https://www.soraban.com/
TeamUp: https://www.hireteamup.com/
Verito: https://verito.com/
MakersHub: https://makershub.ai/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://www.missiveapp.com/jason


🗣️ Continue the discussion on social!
X   / jasononfirms  
LinkedIn   / jstaats  
YouTube    / @jasoncpa