About this episode
? 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
