AI

The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights

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Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable.

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Optimize Profits, Delight Clients, & Build a Top-Value Firm!

Innovation Insights
With Donny Shimamoto and Byron Patrick
Center for Accounting Transformation

An accountant builds a dashboard that pulls information from several systems. A proposal generator turns service selections into a polished PDF. A homemade utility eliminates a tedious step in the monthly close.

Then comes the question that changes everything: How do I let my team use it?

In this episode of Innovation Insights, Donny Shimamoto and Byron Patrick explore the distance between a promising personal tool and software an accounting team can depend on.

More Donny Shimamoto

AI makes building easier, they say, but sharing, securing, supporting, and maintaining what you build requires a different level of preparation.

For accountants eager to experiment with AI agents and “vibe coding” — using natural-language instructions to have AI generate code — the conversation offers both encouragement and a reality check.

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Your Next Hire Might Not Be an Accountant | It’s Not Just the Numbers

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An AI engineer can help accounting teams tackle bottlenecks, streamline workflows, and build capacity.

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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

For years, accounting firm owners have treated the “next hire” question as a simple one: bring on another accountant. However, that assumption is starting to cost firms real time and money.

In this recent case study, MoneyPenny, LLC shares what happened  when their newest hire wasn’t an accountant at all. She was a recent graduate with a degree in AI, and within her first weeks, she had built a tool that solved a problem the whole team had been living with for years.

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She graduated in the first AI cohort to come through her university and joined the firm knowing nothing about accounting. What she did know was how to watch a process and ask why it worked the way it did.

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How to Survive Tax Season Without Burning Out Your Teams | It’s Not Just the Numbers

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The expectation that tax preparation can happen instantly is creating real pressure.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
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

Tax season is supposed to be predictable. The work comes in, the work goes out, the deadlines hold. But this year, something broke for accounting firms across the board — and it wasn’t the tax code.

The culprit wasn’t client volume or staffing shortages. It was prioritization and communication, specifically, the gap between where priorities were being set and where the people doing the work were actually looking.

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If your firm made it through but felt like you were always reacting, always chasing, always a step behind — this breakdown is for you.

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Advisory Opportunities Emerge from Core CAS Offerings

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two women talking while seated at a table

Think about where your insights originate.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

“We want to offer outsourced CFO and advisory services.”

It has become an increasingly common intent of accounting firms of all sizes.

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This article demonstrates how compliance, accounting and reporting can serve as doorways to deeper insights, more strategic conversations and higher-value advisory relationships.

Technology automation, artificial intelligence and more innovative solutions seem to make it even more logical for accountants to feel that the future is more about advisory services than ever before.
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