# 610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-05-22T07:00:00+00:00 Episode link: https://share.transistor.fm/s/58fabba0 Audio file: https://media.transistor.fm/58fabba0/6b3b96b1.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work Duration seconds: 3480 ## Resource πŸš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ πŸ“© 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 ☎️ Leave me a voicemail at (1)516-980-4968! πŸ“§ Email me! jason@jasononfirms.com In this episode, I break down how firms can move from live Claude conversations to AI workflows that run in the background. I walk through five levels of AI autonomy, from simple chats and scheduled tasks to hosted routines and managed agents. Then I roast a $700K bookkeeping/CFO firm dealing with operational heaviness, SOP sprawl, niche opportunities, and scaling pains. I also answer questions on custom AI tools, Claude for Small Business, referral partnerships, where to build agents first, email triage, and whether old-school firms are worth buying. 🎀 I’m going live! Grab your tickets here: https://www.jasononfirms.com/events πŸ”₯ Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12agπŸ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps πŸ’° Today's Sponsors Cloud Accounting Staffing: https://portal.cloudaccountantstaffing.com/candidates Soraban: https://www.soraban.com/ Verito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notes Canopy: getcanopy.com/jason Schedule a demo to see for yourself, and receive a $75 gift card after your demo // Chapters: 00:00 - AI in the walls 02:12 - Five levels of AI autonomy 06:17 - Claude Code routines + webhooks 14:18 - Managed agents explained 18:20 - Roast a $700K bookkeeping firm 27:45 - SOPs, systems, and standardization 33:07 - Local vs national niche strategy 35:28 - Mailbag 35:45 - Cus… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.