{"podcast":{"title":"Jason On Firms Podcast","slug":"jason-on-firms-podcast-6263492","podcast_index_feed_id":6263492,"rss_url":"https://feeds.transistor.fm/jason-daily","website_url":"https://www.jasononfirms.com/","image_url":"https://img.transistorcdn.com/7dh8LbMvEikr3QIDCao5mk1Mb0ELj-YzcSWIHH-j8FA/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iNThj/YTBiMmVkMDA4ZjNm/YWY0MGU5Yjk0MzFh/M2YxNi5wbmc.jpg","author":"Jason Staats","episode_count":628,"summary":"I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms","last_synced_at":"2026-07-24T16:20:50.244279+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492"},"episode":{"title":"610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]","slug":"610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work","published_at":"2026-05-22T07:00:00+00:00","page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work","show_page_url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492","url":"https://share.transistor.fm/s/58fabba0","audio_url":"https://media.transistor.fm/58fabba0/6b3b96b1.mp3","summary":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 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! 📧 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 🔥 Here’s that Roast-My-Firm intake form: https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag📚 A curated list of the apps I actually use and recommend: https://www.jasononfirms.com/apps 💰 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…","meta_description":"🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/ 📩 Want a simple way to keep up with accounting firm and AI? I break it down e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3480,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/jason-on-firms-podcast-6263492/610-most-accounting-firms-are-using-claude-wrong-5-steps-to-automate-agentic-work.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}