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561 He Built the AI That Runs Your Accounting Firm
Episode 561

561 He Built the AI That Runs Your Accounting Firm

Jason On Firms Podcast

January 5, 202637m 22s

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Show Notes

🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/CV301
📚 A curated list of the apps I actually use and recommend: https://jasononline.link/AV301

☎️ Leave me a voicemail at (1)516-980-4968!

In this episode, I sit down with Jordan Vickery, co-founder of Vinyl, to explore why AI meeting assistants are an overlooked opportunity for accounting firms. We break down how these transcripts create new opportunities, and solve long-running workflow headaches. From follow ups, to rate increases, SOPs and sales signals, we cover how meeting data can become one of the most valuable assets in your firm.

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Topics

Accountingpublic accountingaccounting automation