657 The COMPLETE AI Checklist for Accounting Firms [9 essential steps to take today]
🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firms and AI? I break it down every week in my newsletter: https://www.jasononfirms.com/newsletter 📌 Check out the cool stuff our sponsors are doing here: https://accountingfirmcoach.com/sponsors/ Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I’m breaking down nine essential AI security to-dos, explaining why responsible AI agent deployment matters more than compliance alone, and sharing some useful battery tech in 🤖 You Need This Tech. Then we’re building an HVAC accounting niche from scratch, tackling shareholder resistance to change, dealing with clients challenging tax returns using AI, and exploring why APIs and MCPs matter when choosing software. Plus, I respond to the local AI backlash, discuss whether accountants should buy sheep, and consider what a future with less work might look like. // Chapters: 00:00 - Your 9 AI To-do’s 17:42 - This Is More Important Than AI Rules! 22:38 - Let’s Talk About Batteries 25:29 - Live Build an HVAC Firm Niche from Scratch 31:32 - Getting Shareholders to Change 35:12 - Fighting My Client’s AI 40:37 - Avoid Apps Without APIs? 44:51 - Local AI Backlash! 49:26 - Should Accountants Buy Sheep? 50:06 - We Love Them 🔒 Here’s the new AI security guide! https://accountingfirmcoach.com/ai-security 📞 Leave me a voicemail at +1 (516) 980-4968! 📧 Email me! [email protected] 💰 Today's Sponsors Canopy: https://www.getcanopy.com/jason Realize: https://www.rlz.io/ Stanford Tax: https://stanfordtax.com/ Cloud Accountant Staffing: https://www.cloudaccountantstaffing.com/ Gusto: https://gusto.com/ Kick: https://www.kick.co/ 🗣️ Continue the discussion on social! X https://x.com/jasononfirms LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa