“Set It and Forget It” Is Not an AI Strategy | It’s Not Just the Numbers

Accounting teams must ensure their people can recognize anomalies, challenge outputs, and apply sound judgment.

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The Break-Through Blueprint for Revolutionizing the CPA Firm Business Model

It’s Not Just the Numbers
With Penny Breslin and Damien Greathead

For CPA Trendlines

AI is everywhere in accounting right now.

It’s in your inbox, on the Super Bowl, and probably inside at least one tool your firm uses for tax prep. But there’s a conversation happening inside serious accounting firms, the ones processing thousands of returns, managing global teams, and serving clients who expect more than a spreadsheet, that the vendor demos don’t cover.

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That conversation is about critical thinking.

It may be the most important skill your firm could be developing right now, precisely because AI is making it easier to stop using it.

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Kenji Kuramoto: When AI Does the Work, What Are Firms Selling? | The Disruptors

Intelligent agents will reshape accounting workflows, pricing models, employee development, and the value firms deliver to clients.

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The Disruptors
With Liz Farr
For CPA Trendlines

The Break-Through Blueprint for Revolutionizing the CPA Firm Business Model

Kenji Kuramoto says accounting firms will be changing how they work — and even who does the work.

“The future of accounting firms,” Kuramoto says, “is going to be made up of a workforce that has two components. It’ll have people and agents.”

His current company, Basis, where he serves as managing partner in residence, is building those agents. Kuramoto says approximately 30% of the top 25 accounting firms are using them across client accounting services, tax, and audit. The agents perform multistep workflows such as reconciliations, account categorization, and first-pass tax return preparation, including work on complex partnership returns.

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By the end of the year, Kuramoto expects some practice lines to achieve efficiency gains of 60% to 80% by using agents. Within a year, “we should probably be able to see agents working and collaborating together, overall, being directed and architected by people,” he says.

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