The Real Problem with AI in Accounting | ARC

Technology is advancing faster than the profession’s ability to rethink its workflows.

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Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

In a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career in accounting.

His guest, Danielle Supkis Cheek, embodies that challenge.

As senior vice president of AI, analytics and assurance at CaseWare, Supkis Cheek operates at the intersection of technology, methodology, and human judgment. But her path there was anything but linear—and that, Shimamoto suggests, is exactly the point.

MORE Accounting ARC: AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich GenerationBuilt Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn OutValuing More Than the Balance Sheet | Accounting’s “Untalked-About” FrontierWhy Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps NowReturn Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |

Supkis Cheek describes her role less as a technologist and more as a translator. “I like to think of myself as someone who translates across domains,” she says, explaining how she helps software companies understand how accountants actually work—and how technology can reshape those workflows.

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Robert Gauvreau: Why This CPA Firm Founder Refuses Equity Partners | Big 4 Transparency

Scaling an eight-figure accounting, tax, law and advisory firm by breaking all the rules.

Sponsored by The Balanced Millionaire: Advisor Edition: Building a 7-Figure Firm in 4 Hours a Week by Dr. Jackie Meyer, CPA, CCA

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With Dominic Piscopo, CPA

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Robert Gauvreau, FCPA, founder and CEO of Gauvreau Accounting, Tax Law and Advisory, joins Dominic Piscopo on the Big Four Transparency show to explain how he’s scaling an Ontario-based firm from a non-obvious location—Peterborough, not Toronto—into a $20 million operation built around fast decision-making, aggressive reinvestment in talent, and a deliberately non-traditional partnership structure.

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Gauvreau says he made a strategic decision from day one to never take on equity partners, arguing that the traditional partnership model is “broken” because conservative consensus-driven decision-making too often blocks growth. Instead, he built a structure of high-compensated “partners” who share in wins without taking on debt, working-capital risk, or ownership downside—while enabling the firm to move quickly without governance gridlock. He framed the tradeoff clearly: partners get stability and upside participation, while the founder retains the long-term exit value. READ MORE →

Sarah Flischel: The End of the SALY Audit | The Disruptors

Transformation in audit can help predict clients’ futures.

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Sponsored by The Balanced Millionaire: Advisor Edition: Building a 7-Figure Firm in 4 Hours a Week by Dr. Jackie Meyer, CPA, CCA   

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Ellen Choi: It’s ‘Go Time’ for AI | Gear Up for Growth

AI Readiness Gap Threatens CPA Firm Competitiveness.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil | See Today’s Special Offer

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Gear Up for Growth
With Jean Caragher

“This is a make-or-break year for AI in accounting,” says Ellen Choi, a co-founder of Aiwyn.ai, the AI-powered practice management platform. “Firms that don’t move now will start to see a widening gap between themselves and competitors who have already begun building these capabilities,” Choi tells Jean Caragher in the new episode of Gear Up for Growth.

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network here

The serial entrepreneur and early-stage investor warns that timing is critical: Firms that delay risk falling behind. With even basic AI tools capable of delivering immediate productivity gains, firms that act quickly can improve efficiency, enhance client experience, and create capacity for growth. Choi identifies two additional critical issues firms must address now to remain competitive: AI readiness and workforce upskilling.

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AI Can Fix Your Workflow—or Break It in Seconds | ARC

Deliberate experimentation can unlock value—without creating costly mistakes. 

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, RSS.
The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation

Artificial intelligence is moving fast—fast enough that even the people experimenting with it daily admit they’re still figuring it out in real time. On the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, take listeners inside that reality: a profession eager to unlock AI-driven efficiency, but still learning how to manage the risks that come with it. 

The conversation centers on a deceptively simple idea—just because AI can do something doesn’t mean it should. And in accounting, the consequences of getting that wrong can be immediate. 

MORE Accounting ARC: Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich GenerationBuilt Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn OutValuing More Than the Balance Sheet | Accounting’s “Untalked-About” FrontierWhy Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps NowReturn Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |

The discussion begins with a practical example: integrating AI tools like Claude into everyday workflows, particularly in systems such as QuickBooks or Excel. 

What makes these tools powerful is also what makes them risky. 

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