Building My Own Accounting Firm Software With Claude (It’s FREE!)
Accounting Firm Coach with Jason Staats
17,923 views
🚀 Make the ultimate investment in your accounting firm by joining my alliance of 800+ firm owners: https://rlz.io/
🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps
My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 800+ firm private community that’s shaping the future of small-firm ownership for the better.
In this episode, I show how accounting firms can use Claude to build practical internal software without becoming software developers. I turn an existing Excel pricing calculator into an app, package it as a Claude Skill for the entire team, and use client files to reconstruct missing pricing and scope data. Then I add firm-wide benchmarking so the app can compare proposed fees against similar engagements, explain where the app’s limits are, and show how shared data can turn a small experiment into a genuinely useful firm tool.
💰 (Sponsor) Soraban uses AI to automate key stages of the 1040 tax workflow, including client intake, workpaper preparation, and return delivery. It helps firms gather missing documents, organize tax information into review-ready workpapers, and guide clients through vouchers, signatures, and other filing requirements. Firms that book a demo through this link can receive a $100 gift card: https://hubs.ly/Q04cNLD60
📄 Grab my Excel pricing calculator here! https://drive.google.com/drive/folder...
🎙️ Listen to the podcast: @jasononfirmspodcast
// Chapters
00:00 - Build Your Own Firm Software
00:58 - Excel Becomes an App
01:25 - The Claude Skill Advantage
02:38 - Every Employee Gets the App
03:38 - When Spreadsheets Fall Short
04:21 - Claude Finds What You’re Missing
05:19 - Is Your Pricing Too Low?
05:42 - Using Claude Securely
08:41 - Before You Use Client Data
10:11 - Built Entirely With AI
11:15 - Don’t Keep It in Claude
11:52 - Where the Data Should Live
13:22 - What Should You Build Next?
18 Comments
Do you think this crazy rate of AI development will have companies building their own accounting tools or sticking with software companies to build it for them?
Personally, I think smaller software companies will be able to get a lot closer to their customers and build hyper focused and personalised apps vs larger companies like QuickBooks and Xero. Keen to know your thoughts. (I’m bias here as I’m one of those smaller saas companies 😅)
Really great video!
What is your opinion on using Beancount combined with custom Skills in Claude to do basic accounting for multiple low transaction companies?
Building My Own Accounting Firm Software With Claude (It’s FREE!)
Accounting Firm Coach with Jason Staats
17,923 views
🚀 Make the ultimate investment in your accounting firm by joining my alliance of 800+ firm owners: https://rlz.io/
🧰 Swipe my FREE app recommendations for accounting firms: https://www.jasononfirms.com/apps
My name’s Jason, I used to run a $5M accounting firm, now I help accountants around the world build better firms. I’m the founder of a 800+ firm private community that’s shaping the future of small-firm ownership for the better.
In this episode, I show how accounting firms can use Claude to build practical internal software without becoming software developers. I turn an existing Excel pricing calculator into an app, package it as a Claude Skill for the entire team, and use client files to reconstruct missing pricing and scope data. Then I add firm-wide benchmarking so the app can compare proposed fees against similar engagements, explain where the app’s limits are, and show how shared data can turn a small experiment into a genuinely useful firm tool.
💰 (Sponsor) Soraban uses AI to automate key stages of the 1040 tax workflow, including client intake, workpaper preparation, and return delivery. It helps firms gather missing documents, organize tax information into review-ready workpapers, and guide clients through vouchers, signatures, and other filing requirements. Firms that book a demo through this link can receive a $100 gift card: https://hubs.ly/Q04cNLD60
📄 Grab my Excel pricing calculator here! https://drive.google.com/drive/folder...
🎙️ Listen to the podcast: @jasononfirmspodcast
// Chapters
00:00 - Build Your Own Firm Software
00:58 - Excel Becomes an App
01:25 - The Claude Skill Advantage
02:38 - Every Employee Gets the App
03:38 - When Spreadsheets Fall Short
04:21 - Claude Finds What You’re Missing
05:19 - Is Your Pricing Too Low?
05:42 - Using Claude Securely
08:41 - Before You Use Client Data
10:11 - Built Entirely With AI
11:15 - Don’t Keep It in Claude
11:52 - Where the Data Should Live
13:22 - What Should You Build Next?
🚀 Join +800 firm owners sharing real numbers, real results, and real lessons: https://www.rlz.io/