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What AI CEO’s Warning Means (and Doesn’t) for Accountants
Five reasons your work is safe … if you’re doing the right work.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
OpenAI CEO Sam Altman has issued a fresh warning: Some jobs are just going to go away. “Totally, totally gone,” as reported by Techspot. Altman was discussing the effect of artificial intelligence on customer support roles and indicated that entire categories of work could be under threat.
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MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
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AI eliminating middle-class jobs immediately raises severe concerns. But what does it mean for accountants? While AI automation clearly targets customer support, accounting professionals should naturally wonder if their work is next.
Conference Season Exposes Accounting’s Knowledge Gap | ARC
From vendor demonstrations to hallway conversations, this year’s conference season highlights both excitement and uncertainty across the profession.
Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
Every summer, accounting professionals pack conference centers looking for the next big idea. They attend breakout sessions, visit vendor booths, compare notes with peers and return to their firms with pages of ideas.
This year, however, the conversations feel different.
Artificial intelligence still dominates the agenda, but the Accounting ARC hosts notice a subtle shift beneath the excitement. The biggest takeaway isn’t simply that AI is everywhere. It’s that many accountants are struggling to separate innovation from marketing, capability from hype, and opportunity from risk.
MORE Accounting ARC: The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet
In this episode of Accounting ARC, hosts Byron Patrick, CPA.CITP, senior product manager for Karbon and co-founder and educator for TB Academy; Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation; and Liz Mason, CPA, CEO of High Rock Accounting, reflect on what they observe during this year’s conference season—and what those observations reveal about the profession’s next challenge.
Marketing Success in Ten Steps
Tracking your interactions is key.
By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention
If you recently passed the CPA exam, Bar or other professional designation, congratulations. You put a lot of work and time into learning about the technical aspect of your profession.
MORE by August J. Aquila
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Unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. These talents are just as important as being a good auditor, tax consultant or management consultant.
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Standardized Practices Empower Your Firm
Six steps to take.
By Jody Padar
Radical Pricing – By The Radical CPA
The accounting profession will never resemble an automotive production line, perhaps for no other reason than we don’t look good in steel-toed boots. We’ll never be widget producers and, from my viewpoint, that’s a good thing. However, our position among the professional class shouldn’t blind us to the benefits of standardizing many of our services.
MORE by Jody Padar
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Anyone who has been an accountant for any length of time has certainly seen enough to eliminate the need to reinvent the wheel every time they start a new engagement. An entire firm has even more institutional knowledge to draw from. You can develop reliable and repeatable recipes for different services and deliverables by capturing this institutional knowledge. This is standardization, and it makes your service offerings more efficient, cheaper, consistent and predictable – all good business practices. You’ll be able to predict with better accuracy the time frames required for new projects, and you’ll be able to scope out exactly what will be required to bring the project to a successful conclusion. READ MORE →
William LeFew: The Best AI Professionals Think Like Humans | ARC
Technology changes quickly, but critical thinking remains the most valuable skill accountants can develop.
Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
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Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation
Artificial intelligence is changing accounting faster than almost anyone predicted. But according to William LeFew, Ph.D., the professionals who benefit most from AI are not necessarily the ones with the strongest technical skills—they are the ones who know how to think.
In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, welcomes LeFew, chief technology officer at FirmPro, for a conversation that goes beyond software features and into the mindset required to succeed in an AI-enabled profession.
MORE Accounting ARC: The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet
LeFew approaches accounting from an unusual perspective. Trained as an applied mathematician with experience at NASA and multiple technology startups, he intentionally looks for industries where technology can remove friction instead of creating it. Accounting, he says, stands out because of the people.