A friend just sent me 100 pdfs of receipts for his wife's business. Claude just coded all of them perfectly in 1 minute - it even caught the items marked as "returned" to amazon and made a note of it. Easily saved 30 minutes of work

Easy win Wednesday: Recorded call with financial advisor about a potential new client who has a complex planning issue transcript automatically flows into claude after the call Claude models out the problem and solutions and drafts an email to send to FA for client All in

2 clients from a previous firm just got sentenced to a few years in prison and ordered to pay back millions of dollars for defrauding the state and investors. I remember telling my boss not to engage these guys, they were super sketchy, but he didn’t want to listen and signed

A breakdown of recent accounting AI talk. Young firms: AI is coming and we’ll get left behind if we don’t embrace it. Old firms: AI can never take my job (theyre going to retire in 3 years anyway so it doesn’t matter)

AI related mass layoffs are here 👀

Haven't been able to get a hold of Tallyfor for weeks, so I used Claude to replace it. Uploaded the Drake TB import template along with client TB, and it paired it perfectly!

Just used this for quick tax planning scenarios, then saw this post! It's getting too good. The tax projections were wrong, but got it fixed with a little coaching. So easy to flip through the tabs to see differences!

Is the IRS stonewalling anyone else today? Called 3 different times. One time they couldn't verify an ein and company name even though I'm reading it off a letter the IRS sent client. Other 2 times they say "hello I cant hear" even when I can hear my echo coming back from their

Is all of this time spent on AI going to count towards R&D credits?

Actual SMB AI use case We are migrating to a new CRM & needed a PRD to budget for the transition Claude created a worksheet that includes our entire software catalog, headcount planner, 2 year forecast, and dashboard Now to update it with real details by reading bank statement

Stop sleeping on AI Obsidian + Claude Code = your own JARVIS. Takes 1 hour to build. Most people will scroll past this and stay unproductive. The ones who stop and build it will never work the same way again.

One of the biggest complaints and why people switch CPAs: “the firm was too big and I got passed around and had to re-explain my situation to a new person every year”. I think this can help solve for that. Don’t even need PII, but can create a client note that gets updated with

Work with an electrical company that paid $50k up front in 2023 and hasn’t sold yet. SDE has been 400-500k and they aren’t super old school. Ripe for selling an owner wants to retire in two to three years. Broker has been dead silent

Threw a business tax return and Trial balance into Claude cowork to review. It does a better job than most managers would and asks better questions too. Before anyone asks, no PII is in it.

I have a client who wants to open a C-Corp in Texas. Anyone have a recommendation for a lawyer to draft up the operating agreement? 2-3 owners with plans to exit after 3-5 years.

Cowork prepared a QoE report in about 10 minutes 👀

Got my first client today from ChatGPT search 😳

Where's the best place to find a part time tax manager? Looking for 20/hrs a week to start, but could easliy grow into fulltime as the year goes on.

Client has income of $500k and the tax plan vs actual is a $48 difference. Feels good to get so close.