561 He Built the AI That Runs Your Accounting Firm

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