BlueJ | Trusted by ONE STOP CPA

The AI Tool That Changed My Firm Forever

Hi, I’m Brian Davis, CPA.

I run a growing advisory-first accounting firm and host the Scaling Smart podcast. After years of searching for tech that actually supports deep client conversations, Blue J became my go-to tool for tax research, issue spotting, and building 5-figure tax plans—in under 30 minutes.

Why Blue J?

The AI Edge: Leveraging Tax Research in Strategic Advisory Services

Speed

Turn tax law into answers fast—clients don’t want a memo in two weeks.

Clarity

Visuals and references help you see how the law applies to your situation.

Confidence

Cut research time in half while increasing the quality of your insights.

Results

We’ve closed $5K–$15K advisory projects using this process—over and over.

How I Use Blue J in My Firm

We built a repeatable 5-step system around Blue J for:

Clarifying the topic for the research

Polishing the deliverable, fine tuned and on topic, something that’s easy understandable and the right approach for the client/job.

Curating the application to the clients complexity.

Back Office Tips, Internal Tips, Best Practices, Follow Up Recommendations to Consider for further exploring the topic.

Creating a format to specifically address the clients situation not just generic language, but tailored to their specific situation.

Want My System?

We’re working with Blue J to get the word out, showing how advisory-first firms use this tool to:

Price Smarter

Research Faster

Win Better Clients

Grow With Us: Partnerships & Community

For Software Vendors

We collaborate with tools that help accountants deliver advisory faster and better. If you’d like to explore co-marketing, webinars, product spotlights, or sponsorships on the Scaling Smart podcast, let’s talk.

Start Partnership Inquiry

For Accountants

Want to see the exact tech stack, templates, and advisory frameworks I use? Join the One Stop Advisors Skool community—get the vault, live Q&A, and plug-and-play resources.

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