How I Use AI to Save 10 HOURS a Week in My Accounting Firm

See how AI is saving accounting firm hours every day! I’ll share some practical ways AI and automation workflows can save time on everyday tasks & client support, leveraging AI beyond simple chats.

My name's Jason, I used to run a $5M accounting firm. Since then, I’ve launched and exited a SaaS company, and helped world-leading tech and accounting organizations develop their AI strategy.

While I create practical content for firms, I also run a private community of 500+ of the world’s most progressive accounting firms, and keynote the top accounting conferences around the world to open accountants' minds to AI.

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00:00:00 Intro: Can AI Really Save Time for Accounting Firms?
00:00:46 Handling Payroll & HR Headaches with AI
00:04:41 Lesson 1: Build Leverage with AI
00:00:53 Real-World Client Cashflow Crisis
00:01:02 Using AI to Triage Client Financials
00:07:14 Automating Insights from Meeting Transcripts
00:02:40 Idea Capture on the Move
00:03:30 Setting Up Automated Client Updates
00:08:57 Lesson 2: Build Resources for Your Team
00:09:09 Handling HR Disputes with Custom GPTs
00:10:45 Using AI as a Data Analyst
00:11:58 Sharing AI Prompts Across the Team
00:13:40 Lesson 3: Automate Beyond ChatGPT
00:16:16 Embedding AI in Your Firm

Видео How I Use AI to Save 10 HOURS a Week in My Accounting Firm канала Jason On Firms