# 613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs] Page: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/613-stop-writing-sops-for-your-accounting-firm-do-this-instead-the-new-way-to-build-your-sops Text version: https://stenobird.com/podcast/jason-on-firms-podcast-6263492/613-stop-writing-sops-for-your-accounting-firm-do-this-instead-the-new-way-to-build-your-sops.md Podcast: [Jason On Firms Podcast](https://stenobird.com/podcast/jason-on-firms-podcast-6263492) Published: 2026-06-02T09:10:15+00:00 Episode link: https://share.transistor.fm/s/02f6d7a1 Audio file: https://media.transistor.fm/02f6d7a1/31858baa.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/613-stop-writing-sops-for-your-accounting-firm-do-this-instead-the-new-way-to-build-your-sops Duration seconds: 3805 ## Resource ๐Ÿš€ Get smarter faster by learning with other firm owners: https://www.rlz.io/ ๐Ÿ“ฉ 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 โ˜Ž๏ธ Leave me a voicemail at (1)516-980-4968! ๐Ÿ“ง Email me! jason@jasononfirms.com In this episode, I argue that AI has fundamentally changed how accounting firms should think about SOPs, documentation, and standardization. I walk through six common documentation traps and explain why many traditional best practices are already becoming obsolete as AI agents can create, maintain, improve, and even execute processes themselves. Then I answer questions on CRMs vs practice management systems, building a niche advisory service, creating culture in remote teams, QuickBooks Desktop vs modern AI workflows, software being replaced by Claude, AI security for small firms, and whether QuickBooks Desktop might oddly become relevant again in an AI-first world. ๐Ÿ“น Hereโ€™s that video to help build your service library https://youtu.be/T8rQzr3ogkM?si=aCzmb_rfp0FmNGvb ๐ŸŽค Iโ€™m going live! Grab your tickets here: https://www.jasononfirms.com/events ๐Ÿ”ฅ Hereโ€™s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag๐Ÿ“š A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps ๐Ÿ’ฐ 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 and the Future of SOPs 05:25 - Six Documentation Tโ€ฆ ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/jason-on-firms-podcast-6263492/episodes/613-stop-writing-sops-for-your-accounting-firm-do-this-instead-the-new-way-to-build-your-sops/transcription-requests` โ€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/jason-on-firms-podcast-6263492/613-stop-writing-sops-for-your-accounting-firm-do-this-instead-the-new-way-to-build-your-sops.md` โ€” 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.