DiscoverJason On Firms Podcast552 This Tech Unlocks the Future of Accounting Firms
552 This Tech Unlocks the Future of Accounting Firms

552 This Tech Unlocks the Future of Accounting Firms

Update: 2025-12-12
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🚀 Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T
📚 Swipe my app database: http://jasononline.link/A561T

📩 My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter

📝  The AI notetakers in my radar for accounting firms:
Vinyl https://www.usevinyl.com/
Ping https://pingassistant.com/
Abacor https://abacor.com/

🤖 Here are my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts

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

In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.

💰 Today's Sponsors
Client Hub: https://clienthub.app/
MakersHub: https://makershub.ai/

🎥 The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

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552 This Tech Unlocks the Future of Accounting Firms

552 This Tech Unlocks the Future of Accounting Firms

Jason Staats