Jason On Firms Podcast

549 Meet The Founder Building AI for AUDITORS


Listen Later

👋 Let’s get face to face. Meet other firm leaders and learn together. Grab a seat at a city near you: https://jasononline.link/LE550T
🚀 Build a stronger firm with people who share what actually works. Join 600+ owners inside the community: https://jasononline.link/C550T

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

Check out Danny Alberson’s company Agentive here 👉 https://www.goagentive.com/

In this episode, I talk with Danny from Agentive about AI that actually does audit work instead of just chatting. We cover how firms are automating evidence testing the moment clients upload docs, freeing auditors to focus on higher risk areas and better client conversations. We also get into why Danny turned down acquisition offers, the real future of junior audit work, and why firms should never lock themselves into long software contracts again.

💰 Today's Sponsors
Financial Cents: https://financial-cents.com/
💵  Use code Jason10 for a 14-day free trial of Financial Cents and exclusive perks for your firm.
💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
Soraban: https://www.soraban.com/
Verito: https://verito.com/
TeamUp: http://hireteamup.com/jason
MakersHub: https://makershub.ai/

🗣️ Continue the discussion on social!
X https://twitter.com/jasononfirms
LinkedIn https://www.linkedin.com/in/jstaats/
YouTube https://www.youtube.com/@jasoncpa

...more
View all episodesView all episodes
Download on the App Store

Jason On Firms PodcastBy Jason Staats

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

57 ratings


More shows like Jason On Firms Podcast

View all
Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

589 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

212 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

427 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

109 Listeners

Tax Notes Talk by Tax Notes

Tax Notes Talk

90 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

337 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

256 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

45 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

Acquisitions Anonymous - #1 for business buying, selling and operating by Bill D'Alessandro, Mills Snell, Heather Endresen, and Michael Girdley

Acquisitions Anonymous - #1 for business buying, selling and operating

246 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

275 Listeners

Accounting High by Accounting High

Accounting High

48 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

30 Listeners