About this episode
? Connect with almost 700 firm owners sharing what works: https://jasononline.link/C561T? Swipe my app database: http://jasononline.link/A561T? My newsletter where we recently went deep on this: https://www.jasononfirms.com/newsletter? The AI notetakers in my radar for accounting firms:Vinyl https://www.usevinyl.com/Ping https://pingassistant.com/Abacor https://abacor.com/? Here are my 30 favorite AI prompts to use with meeting transcripts: https://www.jasononfirms.com/ai-meeting-prompts?? Leave me a voicemail at (1)516-980-4968!In this episode, I dig into how AI meeting note takers are turning everyday client conversations into one of the most valuable assets inside an accounting firm. I walk through how capturing and organizing meeting transcripts can unlock better training, more consistent advice, revenue recovery, and even firm value over time. I also talk about where this tech is headed and why human judgment and relationships still matter.? Today's SponsorsClient Hub: https://clienthub.app/MakersHub: https://makershub.ai/? The Dan Luthi interview: https://www.youtube.com/watch?v=Q9RevjQMyC8?? Continue the discussion on social!X https://twitter.com/jasononfirmsLinkedIn https://www.linkedin.com/in/jstaats/YouTube https://www.youtube.com/@jasoncpa
