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Jason Staats: AI, finding your niche, and leveling up your tech stack
Manage episode 496170713 series 3644388
In this engaging webinar turned into podcast, Jason shares insights on how accounting firms can grow and thrive in a rapidly changing landscape. He emphasizes the importance of specialization, the impact of AI, and the need for firms to adapt to market trends. The conversation covers common pitfalls, the role of private equity, and strategies for effective AI adoption. Jason also discusses the significance of social media in building a brand and offers advice for career progression within the accounting profession.
Takeaways
Specialization can lead to higher profitability.
Understanding your target market is crucial for growth.
AI is transforming the accounting landscape.
Firms should focus on high-value clients.
Private equity is influencing the future of accounting firms.
Change management is essential for AI adoption.
Networking can provide valuable insights into tech solutions.
Social media is a powerful tool for brand building.
Career progression relies on interpersonal skills.
Embracing technology can accelerate career growth.
Chapters
1. Introduction (00:00:00)
2. AI: Opportunities and Challenges (00:00:00)
3. Meet Jason: A Celebrity in Accounting (00:00:07)
4. Firm Strategy: Investing for Growth (00:01:37)
5. Trends in Accounting: AI and Market Dynamics (00:08:53)
6. Private Equity in Accounting Firms (00:16:05)
7. The Future of Accounting: Capability vs. Adoption (00:22:40)
8. The AI Capability and Adoption Curve (00:23:07)
9. Exciting AI Tools in Accounting (00:26:29)
10. Overcoming Adoption Barriers (00:30:13)
11. Tech Stack Strategies for Firms (00:33:32)
12. Leveraging Social Media for Firm Growth (00:41:19)
13. Career Progression and Leadership in Accounting (00:43:41)
39 episodes
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