ChatGPT

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

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AI Readiness Gap Threatens CPA Firm Competitiveness.

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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.

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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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Lexy Kessler: Your Future Depends on These Three Questions | Gear Up for Growth

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At stake: Growth, relevance and survival.

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Gear Up for Growth
With Jean Caragher

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CPA firm leaders must act decisively on technology, talent strategy and long-term identity or risk falling behind in a rapidly evolving marketplace, Lexy Kessler, Chair of the AICPA and a partner at Aprio, tells JJean Caragher in a new episode of Gear Up for Growth.

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In a wide-ranging discussion, Kessler focuses on three urgent priorities for firm leaders.  

    • AI Adoption Is No Longer Optional 
    • The Talent Pipeline Is Showing Real Progress, and 
    • Firm Leaders Must Recalibrate Who They Want to Be 

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Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency

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AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.

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Big 4 Transparency
With Dominic Piscopo, CPA

Jody Padar, widely known as “The Radical CPA” and author of Radical Pricing, argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships.

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In the new episode of the Big 4 Transparency Podcast, Padar joins host Dominic Piscopo to trace her path from early cloud-firm pioneer to venture-backed operator and to explain why her newest venture, Xcel Labs, is focused on training CPAs to think and lead differently in an AI-first world. Xcel Labs’ Navi aims to build empathy and leadership at scale.

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AI Tax App Crashes Financial Stocks on Wall Street

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A sign of things to come?

Contenders and Defenders: Hazel and a new generation of AI tax and legal tools are challenging the old.

By CPA Trendlines

A major sell-off in brokerage and wealth management stocks followed the launch of a new AI-powered tax-planning tool by the financial technology platform Altruist.

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Investors reacted sharply to the launch of Hazel AI, a feature within Altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.

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How to Use ChatGPT to Create Images

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If you can dream it, ChatGPT can build it.

By Sandi Leyva

ChatGPT 4.0 is enabled with computer vision, which means it can derive information from images that you input. It can also create images that you can use in your business.

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Here are just a few things I have found when using ChatGPT 4.0 for image creation:

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