641 Two HUGE AI Releases for Accounting Firms [A new generation of shockingly good AI models]

🚀 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.comIn this episode, I break down the biggest AI developments of the last two weeks and what they could mean for accounting firms, especially the shift toward AI that can actually operate a computer instead of simply chatting with you. I explain why computer-use AI could be especially powerful in accounting, where firms are constantly stitching together disconnected software, and why security and due diligence become even more important as AI agents gain more autonomy. I also go through 🔥 Roast My Tech Stack and answer to some of your questions in 📞 Accountant Support.💰 Today's SponsorsVerito: https://verito.com/jason?utm_campaign=42071442-Jason&utm_source=Podcast&utm_medium=Podcast&utm_content=show-notesSoraban: https://hubs.ly/Q04cNLF80MakersHub: https://makershub.com/get-started?utm_source=podcast&utm_medium=partner&utm_campaign=jasonstaatsCanopy: Go to https://www.getcanopy.com/jason and schedule a demo to see for yourself, and Canopy will send you a $75 gift card after your demoFinancial Cents: sign up at https://hubs.li/Q03mLr_x0 and use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users.Karbon: https://karbonhq.com/?utm_source=podcast&utm_campaign=jason-staats// Chapters:00:00 - The AGI Era01:20 - Artificial General Intelligence02:30 - Fable 5.104:45 - AI Benchmarks06:10 - GPT6 Astra07:55 - AI That Uses Your Computer09:25 - Automating Accounting Work10:40 - AI Inside Your Apps12:15 - What Do I Do With My Hands?13:05 - ChatGPT vs. Claude13:49 - AI Security Risks15:59 - Trusting AI Agents18:00 - Sandboxing AI19:45 - The Four-Monitor Accountant21:15 - Talking to Your Computer22:25 - Learning AI23:25 - AI Due Diligence25:35 - 🔥 Roast My Tech Stack26:25 - The 3.5-Person Firm27:54 - Practice Management28:44 - Month-End Close Automation32:24 - Drake Tax Hosting34:09 - Filed vs. GruntWorx34:49 - GoHighLevel35:24 - Document Management36:09 - Digits or Zero?36:29 - Upfront Pricing38:03 - Stop Building Software38:38 - AI and the Tech Stack40:44 - Submit Your Tech Stack40:59 - 📞 Accountant Support41:19 - Acquisition Fatigue43:14 - When to Acquire Firms43:59 - Starting With Small Acquisitions44:04 - Leaving Intuit45:19 - The Case for AI46:04 - Moving Beyond QuickBooks48:59 - Raising Your Prices49:44 - Migrating Existing Clients51:19 - Outsourcing Bookkeeping52:59 - Offshore Bookkeeping53:58 - AI Bookkeeping54:43 - Business Valuation Credentials55:38 - Building a Valuation Practice56:38 - Is an Accounting Degree Still Worth It?57:28 - Accounting Beyond Bookkeeping58:18 - AI Watermarks59:08 - Talking to Clients About AI01:00:14 - Closing Thoughts🗣️ Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa