655 New: The Local AI Accountants Have Been Waiting For [Now available!]

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Welcome to Accounting Firm Coach Office Hours presented by Canopy. I’m Jason Staats. Ready to get 1% better at running an accounting firm? In this episode, I break down Perplexity’s local AI capabilities and whether accounting firms should trust AI running entirely on their computers. Then I share Halloween costume ideas for accountants, explore whether it’s time to start cloning accounting software with AI, and explain why space accounting could be a massive niche opportunity. In 📬 Mailbag, I cover how to charge for midyear bookkeeping catch-up, building an email list that actually converts, developing future firm leaders, choosing between Intuit Link and other tax workflow tools, and whether buying leads is worth it.

// Chapters:
01:35 - The All-In-One Local AI!
13:34 - 11 Halloween Costumes for Accountants
19:04 - Time To Start Cloning Accounting Apps?
29:23 - $21B Went Into This Niche In Q3 Alone!
34:43 - How To Charge For Catch-Up?
38:43 - Worth Building an Email List?
44:08 - How To Develop Leaders
47:47 - Is Intuit Link Good Enough?
50:47 - Worth Buying Leads?
53:27 - Because We Love Them!

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